Position Overview
Purpose of the role:
Our Private Client Tax department are looking for a Senior to join their exciting and growing team.
We are looking for someone to manage a varied personal client tax portfolio dealing with all routine personal tax compliance and ad hoc advisory work. The role requires you to take ownership of the portfolio under the guidance of a Supervisor/Assistant Manager.
A candidate with at least three years personal tax experience with a track record of portfolio management is preferred.
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.
- Dea...