Job Title:
Private Client Senior/Semi Senior


Location:
London
Package: Up to £45,000 + benefits

I am looking to speak to CTA qualified or part qualified Private Client Tax specialists for a role in one of the leading Private Client Tax teams in London. The role will focus on managing a portfolio of sole traders, partners, HNWIs, non UK domiciliaries and partnerships whilst working closely with senior managers on more complex work.

Key Responsibilities for this role include:

• Responsible for a portfolio of clients which may including sole traders, partners, HNWIs, non UK domiciliaries, partnerships, non-residents and trusts
• Ensuring the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations
• Identifying possible planning possibilities
• Preparing reports for clients
• Attendance at client meetings
• Answering client ad-hoc questions and enquiries in respect of their personal tax affairs

Key Requirements for this Role Include:

• Professionally qualified or part-qualified CTA, ACA or equivalent qualification
• Good knowledge of private tax compliance and ideally some exposure to planning/advisory work
• Technical knowledge to include CGT, IHT, business tax aspects. Non-resident, non-domicile and partnership experience will be useful
• Computer literate using a range of applications/programmes ideally including Digita software

If you are interested in this role please apply directly or for more information please call Matthew Barber on