Private Client Tax Senior

Private Client Tax Senior

Worcestershire (Hybrid)

Salary up to £45,000 (DOE)

Butler Rose Public Practice is delighted to be supporting one of our clients who's got an opportunity for a Private Client Tax Senior to join their team. The primary responsibility of this role will be to provide personal, trust and estate tax compliance and associated advisory services to a mix of clients. You will also provide assistance to the Senior Manager/Director/Partners in both compliance and advisory client work.

Role Requirements –

• Main point of contact for clients to obtain relevant facts to process the client file.
• Preparation of and reviewing personal self-assessment tax returns and claims for HNW individuals, trusts and estates. (Preparation will be mainly for more complex returns and reviewing will be mainly for more basic returns).
• Preparation and submission of Capital Gains Tax / Income / Inheritance tax reporting forms.
• Dealing with HMRC enquiries, penalty notices etc.
• Liaising with clients and building and maintaining relationships.
• Advising on day to day tax queries from clients.
• Supporting more senior staff in the Private Client Tax department with tax planning, including preparing IHT/CGT computations, wealth schedules and packs for advisory meetings.
• Supporting more senior staff in the Private Client Tax department with processes and efficiencies.
• Coach and mentor junior members of the team to ensure compliance and service delivery.
• Encourage equality and diversity amongst teams.

Personal Requirements –

• Experience of working with client compliance work
• Preparing tax within accountancy practice
• Excellent verbal and written communication skills with internal and external people
• Interpersonal relationship building
• Excellent attention to detail
• Analytical outlook, questioning where needed
• Able to prioritise own workload
• Can work to deadlines
• Effective time management
• Is comfortable working independently
• Can show accuracy in technical work delivered
• Can work and adapt work around technology
• Can demonstrate an ability to innovate and share ideas

Employee Benefits-

• 25 days annual leave, plus bank holidays
• Career progression
• Electric Car scheme
• Cycle to Work Scheme
• Life Assurance
• Group Personal Pension Plan
• Flexible Holiday Purchase Scheme
• Enhanced Family Pay – maternity, paternity, parental, and compassionate leave
• Employee Assistance Programme – 24/7 confidential helpline as well as online support
• This is an outstanding opportunity for the right individual to join this firm of choice.

Please apply now if you have the relevant skills and experience to meet the requirements as set out above and we will be in contact to discuss further.

Great role but not for you? We offer a £150 referral fee so why not let your friends know about this position.

This role is advertised by Liezl Botha, Butler Rose (AGY) [email protected]