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Wimborne
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Tax Senior Private Client

Tax Senior Private Client

Reed

Posted a day ago, valid for 6 days

Wimborne, Dorset BH21 7RG, England

£50,000 per annum

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

REED Accountancy and Finance is seeking a Qualified Tax Senior Private Client (ATT / CTA Qualified) for an award-winning practice near Ringwood.
The position offers a salary of up to £50,000 per annum along with a comprehensive benefits package, including hybrid working after probation.
Candidates should possess relevant qualifications and experience, with a focus on managing a diverse portfolio of clients including business owners and high-net-worth individuals.
Key responsibilities include delivering holistic services, conducting annual client reviews, and ensuring compliance with client and regulatory standards.
This role provides opportunities for professional growth, with additional perks such as 25 days of annual leave, early finishes in August, and a profit share scheme.

REED Accountancy and Finance are recruiting a Qualified Tax Senior Private Client (ATT / CTA Qualified) for an award winning Accountancy Practice based near Ringwood. With a wealth of experience and established clients this position has become available through organic growth and offers a wealth of opportunity and benefits. Please see below

Tax Senior Private Client (ATT / CTA Qualified)

Salary - up to £50,000 per annum + Benefits (Full Time preference)

BENEFITS

Hybrid working after probation. 25 days annual leave (includes 2 days for Christmas shutdown) for the team. Birthday off. Early finish on a Friday in August, 4pm. Free onsite parking. Free tea / coffee / refreshments. Company events. Celebration gifts for weddings, babies, attaining professional qualification, other significant lifeevents and major work anniversaries. Staff referrals bonus. Client introduction bonus. MySmartSpending Rewards. Financial Services Advice - significant reduction in the cost. Support charity effortsAfter Probation. Option to buy / sell annual leave - up to 5 days per year. Profit share scheme

ROLE / DUTIES

Responsible for managing a portfolio of clients and delivering holistic services in line with specific team and role responsibilities.
Manage a mixed client portfolio of business owners, property investors, HNWI & UHNWfamilies, trusts, and estates. Ensuring efficient and timely completion of all tasks required inline with the group timelines and those within the procedures
Be recognised by, the clients, your peers and the wider group as the point of contact for theportfolio of clients allocated to you and coordinate all services that they require
To excel in both, client, regulatory and group standards
Carry out annual reviews for clients within the portfolio to assess ongoing fees, servicesofferings required, year-end tax planning and ongoing tax planning
Carry out regular client reviews in line with their service offering
Control personal budgets, chargeable hours, recoverability for the portfolio allocated to you,

Please apply if you are interested

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