Private Client Tax Semi Senior

Private Client Tax Semi Senior

Purpose of the role:

Working both autonomously and as part of an established team focusing on providing tax services to a variety of industry sectors. You will be client facing, show willingness to work as part of a team and be able to meet deadlines. You will also work towards attaining the ATT/ACCA/CTA qualification. Candidates applying for this role will be looking to continue to learn new skills and work with impressive clients from a wide range of industries to build upon already sound technical knowledge. We provide you with the ability to progress into complex work through the mentorship of a CTA qualified individual and provide the relevant study support.

Main Duties & Responsibilities:

• A mixed role with focus on private client taxation
• Preparation of Self-Assessment tax returns and dealing with the compliance of tax processing
• Calculation on Capital Gains Tax
• Preparation of P11D Returns
• Preparation of ATEDs
• Basic accounts preparation work;
• Liaising with clients in respect of their tax liabilities
• Assisting with HM Revenue & Customs’ enquiries
• Assisting with clients enquiries
• Verbal and written contact with clients, HM Revenue & Customs and other third parties

In due course:

• Fee quotation to billing the work
• Proactively offering basic tax planning ideas and solutions for private clients
• Holding client meetings

Duties may also include:

• Assistance with project management of client assignments – liaison with solicitors, financial advisers, other accountants and professionals and input into official filing/claims/elections
• Ad hoc assistance with internal administrative matters of the firm
• Other ad hoc assistance reasonably required in conjunction with the above matters generally

To be successful in this role you will have:

• Initiative, professionalism and confidence;
• Develop strong working relationships with colleagues, clients and tax authorities
• The ability to work as part of a team;
• The ability to communicate well at all levels;
• Flexibility and adaptability;
• Attention to detail and the ability to complete work to a high professional standard;
• Computer literacy, with the ability to adapt to new systems; and
• An understanding of Tax is desirable but not necessary as training and study support will be provided.
• Studying for your professional qualification (ATT, ACCA or CTA)
• Able to balance your workload with the pressures of studying for a professional qualification