Personal Tax Senior

Our client is looking for an enthusiastic and ambitious tax senior to join their Private Client tax team. You will either be a semi-senior/senior looking for a new challenge or a senior looking to work with a firm that can match your ambitions.

Joining as Personal Tax Senior, you will be working with their existing tax team and partner group to work on a complex and high-profile portfolio of important clients to the firm. The role will also offer advisory work on the portfolio. You will have your own portfolio of around 150 private clients. There will also be the opportunity to work on corporation tax returns. This role offers progression for the right candidate.

Working on your portfolio of clients which will including entrepreneurs and those with international tax issues.

Preparing personal tax returns in your portfolio and reviewing tax returns completed by juniors

Working directly with partners and senior members of the tax team on their client projects and liaising with other teams to deliver results

Assisting with preparation of CGT Returns, P11Ds, Employment Related Securities Returns, ATED Returns etc

Advisory work under the guidance of senior team members such as:

Inheritance tax planning

Application of the statutory residence test

Helping with enquiry work

Coaching and mentoring junior members of the team

Technical research to provide possible solutions to complex tax issues

Management of WIP, billing and debtors on your portfolio

They are looking to recruit talented people so will flex the role to utilise your skills rather than dictate what the role has to include. They are looking for the best, if that is you please get in touch with us to discuss this opportunity.

They require someone who:

Preferably CTA/ACA/ACCA qualified.

Will consider ATT qualified who have started their CTA studies

Experience of managing a portfolio of clients a must

Competitive Salary

Hybrid working opportunities