Private Client Tax Consultant
other jobs Insite Public Practice Recruitment Limited
Added before 6 Days
- England,South East,Surrey
- Full Time, Permanent
- £25,000 - £30,000 per annum, inc benefits, negotiable
Job Description:
Full job descriptionAn established accountancy practice is looking to appoint a Private Client Tax Consultant to join its specialist tax team.
This is an opportunity to work with a varied portfolio of private clients, gaining exposure to HNW individuals, trusts, estates and owner-managed businesses, alongside a mixture of compliance and advisory work.
The RoleYou’ll work closely with senior members of the team and take responsibility for a range of private client tax matters, including:
*Managing and developing relationships with private clients
*Preparing and reviewing personal tax returns
*Working with HNW individuals, business owners, trusts and estates
*Advising on areas including CGT, IHT, income tax and trusts
*Supporting tax planning and wider advisory projects
*Assisting with trust and estate work
*Dealing with HMRC correspondence and enquiries
*Researching technical tax matters and keeping up to date with legislation
*Working collaboratively with colleagues across the wider tax team
*Supporting junior members of the team where required
What We’re Looking For*CTA, ACA or ACCA qualified, or working towards a relevant qualification
*Previous experience within a UK accountancy or tax practice
*Strong personal tax experience
*Experience managing or working with a private client portfolio
*Good technical knowledge of UK personal tax
*Exposure to trusts, estates, CGT and/or IHT
*Strong communication and client relationship skills
*A proactive approach and willingness to develop your advisory experience
What’s on Offer*Competitive salary and benefits
*Hybrid and flexible working
*Exposure to HNW and complex private client work
*A mix of compliance and advisory experience
*Strong technical and professional development
*Supportive working environment
*Clear progression opportunities
For more information or a confidential conversation, get in touch.
This is an opportunity to work with a varied portfolio of private clients, gaining exposure to HNW individuals, trusts, estates and owner-managed businesses, alongside a mixture of compliance and advisory work.
The RoleYou’ll work closely with senior members of the team and take responsibility for a range of private client tax matters, including:
*Managing and developing relationships with private clients
*Preparing and reviewing personal tax returns
*Working with HNW individuals, business owners, trusts and estates
*Advising on areas including CGT, IHT, income tax and trusts
*Supporting tax planning and wider advisory projects
*Assisting with trust and estate work
*Dealing with HMRC correspondence and enquiries
*Researching technical tax matters and keeping up to date with legislation
*Working collaboratively with colleagues across the wider tax team
*Supporting junior members of the team where required
What We’re Looking For*CTA, ACA or ACCA qualified, or working towards a relevant qualification
*Previous experience within a UK accountancy or tax practice
*Strong personal tax experience
*Experience managing or working with a private client portfolio
*Good technical knowledge of UK personal tax
*Exposure to trusts, estates, CGT and/or IHT
*Strong communication and client relationship skills
*A proactive approach and willingness to develop your advisory experience
What’s on Offer*Competitive salary and benefits
*Hybrid and flexible working
*Exposure to HNW and complex private client work
*A mix of compliance and advisory experience
*Strong technical and professional development
*Supportive working environment
*Clear progression opportunities
For more information or a confidential conversation, get in touch.
Job number 4178492
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