Purpose of the Role
Our Private Client Tax department are looking for a Tax Senior to join their exciting and growing team.
We are looking for someone to manage a varied personal client tax portfolio, dealing with all routine personal tax compliance and ad hoc advisory work.
The role requires you to take ownership of the portfolio under the guidance of an Assistant Manager / Manager.
A candidate with around two - three years personal tax experience with a track record of portfolio management is preferred.
Key Tasks and Responsibilities :
Managing a Private Client portfolio, consisting of a mix of clients with multiple sources of earned and investment income.
A key point of contact for the client.
Dealing with partnerships and high net worth individuals.
Dealing with a range of capital gains tax issues.
Assisting with or dealing with the delivery of technical advisory work on the portfolio.
Assisting with one off advisory and compliance assignments.
Assisting at client meetings.
Dealing with new client set up procedures, letters of engagement and client ID procedures.
Proposing and raising client bills and reviewing WIP.Skills and Experience :
The candidate should have experience in advising on a wide range of tax issues which should ideally include the following areas :
Technical expertise :
ATT Qualified and ideally studying for CTA or having the desire to do so.
Experience in Self Assessment and preparation of tax computations.
Experience of basic ad hoc advisory work.
Advising with regards to EIS and SEIS.
Knowledge of UK residency and domicile rules preferred.
Uses tax legislation to support or research issues encountered on client work.
Client experience :
Private clients and proprietors of OMB s (Partnerships and Companies).
Property owning clients.
Simple Trusts and Estates.
Non Dom and non-resident clients.
UK based HNWI.
Actively and consistently seeks out opportunities for work and feedback for areas of improvement
Aware of the relationship between chargeable hours, fees and profits, and monitors own contribution.
Business Building :
Proactively approaches clients and contacts with ideas and possible opportunities.
Takes responsibility for delivery of client assignments to high standard.
Actively engages with client through delivery process.
Is able to take responsibility for their workload and work with the managers to assist with completion.
Interpersonal skills :
Excellent communication skills, both written, verbal and presentation.
Engages confidently with clients in a friendly and professional manner.
A good team player recognising team objectives and goals and assisting others as required.
Provides suggestions and ideas to try and improve operational issues.