Private Client Tax Assistant/Senior

Private Client Tax Assistant/Senior

Our client is looking for a motivated Private Client Tax Assistant/Senior to join their Private Client Tax team. As a Private Client Tax Assistant/Senior, you will manage a diverse portfolio of clients, ensuring accurate and timely tax compliance and advisory services.

Benefits:

• Hybrid working
• Flexible working hours
• Personal training and development plan
• Generous life assurance policy
• Generous private pension
• Private medical insurance

Responsibilities:

• Managing a portfolio of clients
• Preparing Partnership Tax Returns for a varied portfolio of businesses
• Completion of Capital Gains Tax 60-day returns for residential property disposals
• Liaising with clients and HMRC in relation to basic tax and national insurance queries
• Dealing with loss relief claims, pension charges, and capital gains tax reliefs
• Processing Tax Return information and preparing Self-Assessment Tax Returns for a varied portfolio of clients, including trusts
• Checking statements of account, repayments, payments, and dealing with clients' queries regarding these
• Providing general support to the wider tax team with their day-to-day tasks, as required, including identifying and drafting tax advisory assignments such as Capital Gains Tax planning, Inheritance Tax, and Succession planning
• Assisting the tax teams with general tax administration tasks and delegation to administrative support teams

At Tax Senior level:

• Reviewing simple tax returns prepared by Tax Assistants
• Planning, scheduling, and delegating work to Tax Assistants and students, including developing staff and providing feedback
• Providing support to the Tax Manager/Senior Tax Manager, by liaising with clients, colleagues, and HMRC

Required Skills:

• ATT/CIOT qualified or near to completion (or equivalent experience)
• A willingness to develop your tax knowledge
• Relevant experience in a similar role is preferred
• Strong communication and team working skills

If you are a dedicated and detail-oriented professional looking for a new challenge as a Private Client Tax Assistant/Senior, we encourage you to apply. Join our client's team and advance your career in a supportive and flexible work environment as a Private Client Tax Assistant/Senior.