Overview
Public Practice specialists Taylor Rose Recruitment have been instructed on a fantastic opportunity with a client in the coastal town of Poole who are seeking a Private Client Tax Senior to join their tax team.
The role would suit a Private Client Tax professional looking to join a progressive firm with plenty of flexibility, an excellent work/ life balance and the option of working from home up to 4 days a week.
The ideal candidate will be ATT Qualified, CTA Qualified/ part qualified or QBE with strong technical/ compliance skills and ideally experience of managing their own portfolio of clients.
The role will involve working with a diverse client base including HNWIs, nondomiciled individuals, directors, partnerships, trusts and as the role develops the successful individual will be exposed to more complex advisory work.
You will be rewarded with an excellent remuneration and benefits package including flexible/ hybrid working, free parking, CTA study support optional and a range of additional benefits including health and holiday insurance.
Part time also considered.
The role can be seen in more detail below
Duties & Responsibilities
Managing a diverse portfolio of clientsPreparation and review of Personal Tax returnsCapital gains tax computationsIdentifying tax planning opportunitiesAssisting the Partners & Management with consulting and advisory workCompliance
Advisory split dependent on the individualReviewing the work of junior staff membersLiaising with HMRC.
Dealing with client queriesRequirements
ATT Qualified / CTA Part Qualified/ Qualified / QBEStrong Personal/ Private client tax experience within a practice environmentExperience of managing a client portfolio ideallyStrong communication skillsFor more information on this role please contact Ed Taylor at Taylor Rose Recruitment
Financial Services
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