Private Client Senior
Pure Resourcing Solutions
Norwich, Norfolk, United Kingdom
5d ago

Pure are supporting a leading regional firm of Accountants with an outstanding reputation of giving a trusted, reliable and friendly accountancy service to firms of all sizes, as well as individuals.

They pride themselves on providing and delivering client value and service and passion for their people and this can be seen every day in the way they with clients and with their employees.

They value their clients and put great client service at the forefront of the work they do.

But at the heart of the business is their people.

They invest in you, not only with attractive remuneration and benefits package but also in providing an open and transparent culture when it comes to discussions about you and your career.

The role : -

We are seeking a Private Client Senior who will advise our existing clients on complex personal taxes preferably including (but not limited to) tax for unincorporated businesses, capital taxes opportunities and residency and domicile issues.

You will be responsible for proactively develop the personal tax advisory services for the firm, as well as developing your presence in the local market place, including a group of contacts and referrers to generate fee income.

As the successful candidate you will demonstrate : -

Adaptability and tenacity when working towards a solution

Good organisation skills and the ability to operate at a high level of confidentially

A desire to collaborate with others and develop long lasting client relationships

Ability to multitask and manage a number of different deliverables

Strong communication skills both verbally and written

Clearly demonstrable leadership skills

In return you will have support to establish your career at a pace that suits you both personally and professionally.

Other benefits are offered that include :

Discounted gym membership

Option to buy additional holiday

Regular sports and social events

Involvement in wellbeing initiatives that include charity events, dress down days and therapies

Employee Assistance Programme providing advice, support services and counselling

More information on the role - main responsibilities :

To maintain a high level of current and relevant technical knowledge for the performance of your own client matters as well as for the dissemination of information to other partners and staff in the firm

  • Working with colleagues with particular regard to complex personal taxes, unincorporated business taxes and capital taxes;
  • providing advice on / reviewing client problems / planning; reviewing complex computations; reviewing specific tax sensitive transactions

    To disseminate information to others in the firm through timely and appropriate technical updates

    To ensure the quality of personal tax advice in the firm by the preparation, review and revision of professional standards, supported with checklists and suitable standard documentation

    To make a significant contribution to the firm's practice development in terms of the retention and attraction of clients and the development and marketing of specialist services, including the involvement in networking, seminars and events and press activity

    Adheres to the firm's risk management policies and procedures

    Result Areas :

    To routinely provide best practice, commercially sound and robust advice to clients, and to partners and managers within the firm

    To seek out opportunities to develop the offering of personal tax advice, through the use of networking and tailored marketing approaches

    To provide high quality support to staff in the firm to develop their personal tax knowledge and understanding to better advise clients

    To achieve and exceed individual agreed objectives as part of successfully delivering the Group's operational plan

    Desirables : Education and qualification :

    Education and qualification :

    CTA or ACA or ACCA or ATT qualified

    Experience :

    Previous experience working at Senior or Portfolio holder level

    An understanding of the workings of an accountancy or other professional services firm

    The ability to initiate and convert business development opportunities

    Strong, client focussed, commercial and technical expertise

    Can demonstrate a high level of practical personal tax experience

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