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NRG is representing a leading accountancy and advisory firm, recognised as a top player in the industry. This highly respected firm supports a wide range of clients, including entrepreneurs, high-net-worth individuals, and owner-managed businesses, providing bespoke solutions to foster growth and success.
With extensive expertise across key sectors such as property, construction, financial services, and not-for-profit organisations, the firm offers a comprehensive suite of services. These include tax consultancy, audit and assurance, corporate finance, accounts management, and payroll, delivering expert support at every stage.
As part of its expansion, the firm is building a team for its new office in Newcastle, further enhancing its reach. Headquartered in London, the firm is known for its personalised approach, helping clients navigate complex financial challenges and achieve their strategic goals.
Benefits:
- Health Cover / Private Medical Insurance
- Season Ticket Loans / Reward Scheme
- Referral Rewards
- Subsidised gym membership
- Generous Pension Scheme
- Cycle to work scheme
- Cash Plan
- Electric Vehicle Scheme
The Role:
As a Semi-Senior in our Private Client team, you will play a key role in driving the firms growth and success. Using your technical expertise, you will build strong relationships with clients, acting as a trusted business adviser and delivering exceptional service. Your responsibilities will include preparing various financial statements, ensuring they meet all relevant regulations and standards.
You will have the opportunity to work with a diverse client base, including ultra-high-net-worth individuals, owner-managed businesses, celebrities, sports figures, and non-domiciled individuals. We will provide you with the support and training needed to achieve your career aspirations and become a trusted tax adviser.
Key Duties:
- Be the central point of contact for client work within the team.
- Prepare personal tax returns, partnership tax returns, P11Ds and PSAs for a variety of managers.
- Take ownership of the various areas of the job that you will be responsible for.
- Mentor, coach, and train junior team members, providing guidance, feedback, and on-the-job training to support their professional development and enhance their technical skills.
- Maintain open and effective communication with the manager, providing regular progress updates, escalating issues promptly, and collaborating on resolving complex matters.
- Proactively manage budgets and time reporting, ensuring accurate and timely recording of billable hours and adherence to agreed-upon budgets and timelines.
- Foster strong client relationships by consistently delivering excellent client service, maintaining professionalism, and effectively communicating findings and recommendations.
- Continuously enhance your technical knowledge, skills, and industry expertise through self-study, firm-provided training, and on-the-job learning opportunities.
- Contribute to the development and implementation of best practices, and quality control processes within the Tax department
- ATT Part Qualified
- Minimum of 1.5 years relevant UK work experience.
- Experience in preparing personal tax returns.
- Thorough knowledge of current accounting standards, techniques and best practice.
- Exceptional communication, negotiation and client relationship management skills with a collaborative approach.
- Ability to provide guidance/training to junior staff members.
- Strong analytical, problem-solving and critical thinking skills.
