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Private Client Tax Trainee

Michael Page Finance
Posted 6 days ago, valid for 17 days
Location

Guildford, Surrey GU48EY, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An exceptional opportunity exists for a motivated Private Client Tax Trainee to join a reputable professional services firm in Guildford.
  • The successful candidate will assist with tax compliance and advisory services for a diverse private client portfolio, including high-net-worth individuals and trusts.
  • Candidates should possess a degree in a relevant field and have a strong desire to pursue a career in tax within the professional services industry.
  • The role offers a competitive salary range estimated between £25,000 - £30,000 and includes opportunities for career progression and professional development.
  • This position requires effective communication skills and a detail-oriented approach, with the ability to manage multiple tasks simultaneously.

An exceptional opportunity for a motivated Private Client Tax Trainee to join the Tax Department of a reputable professional services firm in Guildford. The successful candidate will be responsible for assisting with tax compliance and advisory services for a diverse private client portfolio.

Client Details

Our client is a medium-sized professional services firm based in Guildford. They take pride in providing top-quality service to their extensive range of private clients, which include high-net-worth individuals, trusts, and partnerships.

Description

  • Assist in preparing tax returns for private clients.
  • Communicate effectively with clients to gather required information for tax compliance.
  • Maintain client files, ensuring that all documentation is accurate and up-to-date.
  • Work closely with the team to identify tax planning opportunities for clients.
  • Stay updated with changing tax laws and regulations.
  • Assist in managing and resolving any client tax issues or queries.
  • Contribute to team meetings and share best practices.

Profile

A successful Private Client Tax Trainee should have:

  • A degree in a relevant field such as Accounting, Finance, or Law.
  • A strong desire to pursue a career in tax within the professional services industry.
  • Excellent communication and interpersonal skills.
  • A detail-oriented approach with the ability to manage multiple tasks simultaneously.
  • Proficiency in using tax software and Microsoft Office Suite.

Job Offer

  • A competitive salary range estimated between £25,000 - £30,000.
  • Opportunity to be part of a supportive and professional team in Guildford.
  • Chances for career progression within the professional services industry.
  • Learning and development opportunities, including tax training.
  • Hybrid working.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.