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Private Client Tax Senior

61471
£30,000 - £37,000
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Jodi King

Private Client Tax Senior

A fantastic opportunity to join a Top 20 firm within their growing team in Farnborough. The role offers exciting scope for career progression, and the opportunity to work on an interesting and diverse client base.

Role Profile

Purpose of role:

To ensure that the annual tax compliance work is completed and planning opportunities are identified for a portfolio of mixed clients.

Key responsibilities:

  • Delivering high quality service to clients
  • Responsible for a mixed portfolio of clients which may including sole traders, partners, partnerships or small corporates and trusts
  • Liaising with third parties and the clients in respect of the collation of tax return information
  • Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations
  • Ensuring clients are notified of their tax liabilities in a timely manner
  • Drafting correspondence for a managers review
  • Identifying possible planning possibilities, e.g. beneficial elections and claims
  • Answering client ad-hoc questions and enquiries in respect of the clients’ personal tax affairs

Key Competencies:

  • Planning and Organising: must be able to plan workload in order to prioritise work to meet conflicting deadlines and cope with pressure.
  • Written and verbal communication: good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner.
  • Customer Focus: meeting deadlines and responding to client needs.
  • Team work: provide link in chain to supervise staff members below and support managers above.

Education/Qualifications:

  • Part-qualified accountant (ACA/ACCA/CA) and/or ATT qualified

Key Experience/Skills:

  • Significant experience gained within a professional services firm.
  • Good knowledge of private tax compliance and possibly some exposure to planning/advisory work.
  • Ability to write letters explaining planning issues as well as verbal communication skills.

For further information on this position, please apply direct or contact Jodi King from AJ Chambers.

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