Tax Senior

As a Personal Tax Senior, you will be responsible for managing a portfolio of personal tax clients, ensuring compliance with tax regulations, providing expert advice, and supporting the wider tax team. You will work with a range of clients, including high-net-worth individuals (HNWIs), sole traders, partnerships, and other individuals with complex tax affairs. This role will require a combination of technical expertise, excellent client relationship skills, and the ability to manage workloads efficiently.

• Client Management:

  • Manage a diverse portfolio of personal tax clients, ensuring timely and accurate completion of tax returns.
  • Act as the main point of contact for clients, addressing their tax queries and providing proactive advice.
  • Develop and maintain strong relationships with clients, providing excellent client service and ensuring their needs are met.

• Tax Compliance:

  • Prepare and submit Self-Assessment tax returns for individuals, trusts, and estates.
  • Ensure clients are compliant with HMRC regulations, deadlines, and legislation changes.
  • Identify potential tax savings and reliefs for clients, ensuring optimal tax efficiency.
  • Manage PAYE and capital gains tax issues, and offer advice on inheritance tax planning.

• Advisory:

  • Provide high-level advisory services on tax planning for personal clients, including advice on pensions, investments, and estate planning.
  • Assist in planning and structuring personal and family tax affairs in the most tax-efficient way.
  • Advise clients on non-domicile, residency, and international tax matters, where applicable.

• Technical Expertise:

  • Stay up to date with the latest tax legislation and ensure clients are informed of any relevant changes.
  • Support the tax team in dealing with more complex tax matters, such as offshore tax structures, trusts, and inheritance tax planning.

• Team Support and Development:

  • Mentor and assist junior staff in their development, reviewing their work and providing constructive feedback.
  • Work closely with tax managers and partners on larger projects, assisting with research, planning, and implementation of tax strategies.
  • Contribute to the continuous improvement of internal processes and systems to enhance service delivery.

• Essential:

  • ACCA/ACA/ATT/CTA qualified or part-qualified, or equivalent experience.
  • Strong understanding of UK tax legislation, particularly personal tax, PAYE, capital gains tax, and inheritance tax.
  • Experience managing a portfolio of personal tax clients, including HNWIs.
  • Proficient in tax software and MS Office (particularly Excel).
  • Excellent communication and interpersonal skills, with a client-focused approach.
  • Strong organisational skills and the ability to manage deadlines effectively.

• Desirable:

  • Experience with non-domiciled and international tax matters.
  • Knowledge of trusts and estate planning.
  • Ability to work independently and within a team in a fast-paced environment.
  • Analytic and problem-solving skills with attention to detail.

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