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Private Client Tax Senior
Salary – Up to £45,000
Workplace Type – Hybrid
Employment Type – Permanent | Full Time
Location – Hertfordshire
Role Summary
AJ Chambers are working with a top 20 Accountancy firm in Hertfordshire, who are looking for a Private Client Tax Senior to join their growing team.
You will be managing a varied personal client tax portfolio, dealing with all routine personal tax compliance and ad hoc advisory work. You will take ownership of the portfolio, under the guidance of an Assistant Manager.
Key Responsibilities
- Dealing with all day-to-day requirements for a Private Client portfolio, comprising of a mix of clients with varied sources of income e.g., earned and investment income.
- Primary point of contact for clients.
- Dealing with partnerships and high net worth individuals.
- Liaising with colleagues outside the Private Client team on client matters e.g., with the General Practice/audit/accounting team.
- 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.
- Attending client meetings.
- Proposing fees, raising client bills and regularly reviewing WIP.
Benefits
- Hybrid Working (2 days work from home)
- 25 days annual leave plus three days off at Christmas
- Option to buy/sell additional days
- Life cover
- Loyalty awards
- And many more
Desirable Experience
- ATT Qualified and studying for a CTA Qualification (or looking to study in near future) is desirable.
- Previous tax experience with a track record of portfolio management is preferred.
- Experience of the various aspects of Self-Assessment and preparation of tax computations.
- Experience of basic private client advisory work.
- Advising on EIS, VCT and SEIS investment reliefs for private clients.
- Knowledge of UK tax residence and domicile rules preferred.
- Ability to proactively use tax legislation, HMRC guidance and other tax resources to support or research technical issues encountered on client work.
Client Experience
- Private clients and proprietors of owner-managed businesses (self-employed, partnerships and small companies).
- Non-UK domiciled and non-UK resident clients.
- UK based high net worth individuals.
- Property owning clients.
About You
- Excellent communication skills, both written, verbal and presentation.
- A good team player recognising team objectives and goals and assisting others as required.
- Can take responsibility for their workload and work with the managers and above to assist with completion.
- Engages confidently with clients in a friendly and professional manner.
Apply Today
If you're a talented Tax Senior looking to take your next step into a growing, dynamic environment, we would love to hear from you. Please apply with your CV or contact Harry Watson at AJ Chambers.
