Personal Tax Senior

The opportunity

As a Tax Senior (mixed role of compliance and private client advisory) at Azets, you will have the ability and motivation needed to:

• Own and manage a client portfolio with minimal support from senior staff
• Support in delivering revenue and profitability targets
• Foster enduring client relationships
• Work on private client advisory jobs

Day to day duties

• Responsible for a number of client relationships for personal tax compliance, including a diverse range of clients which may include non-residents, non-domiciled individuals, high net worth individuals and tax disclosure cases, supporting them on a variety of compliance and advisory matters
• Principal point of contact for clients for routine personal tax work, working closely with them to understand developments in their personal tax affairs, ensuring they are up to date with their compliance obligations and legislative changes, helping them assess the impact for them and keeping abreast of new advisory opportunities
• Manage variety of compliance matters and private client advisory work
• Ensure clients are up to date with their compliance obligations and legislative changes, helping them assess the impact for them and keeping abreast of new opportunities
• Review tax returns and computations
• Identify and implement tax planning opportunities for clients
• Ensure the efficient and risk managed delivery
• Responsible for complying with all internal risk management procedures

What are we looking for?

• CTA/ACA/ACCA/CA (or equivalent) qualified
• Previous personal/private client Tax within a practice environment is essential
• Strong technical knowledge and the ability to carry out research into complex areas of tax legislation
• An interest to develop technical skills in IHT and trust planning would be desirable