Private Client Tax Adviser - Blackburn, United Kingdom - DMD Recruitment LTD

DMD Recruitment LTD

Verified Company

Blackburn, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our client is a leading independent, forward-thinking firm of Business Advisers based in Blackburn. They support owner-managed businesses within East Lancashire, with an extended reach across the UK and Internationally.

A well-established firm of over 90 years, they cover a whole range of business issues including tax consultancy, compliance, corporate finance, and its forensic practice, and offer unparalleled opportunities for development.

The role

Responsibility for the delivery of tax compliance services to a portfolio of individuals, partnerships and trusts. Contribution to advice and work on all aspects of personal tax matters within the allocated portfolio of clients; working with a wider tax team, alongside other private client and corporate tax departments and supporting Directors within the firm.
As the Private Client Tax Adviser you will have primary responsibility to deal with all matters relating to the delivery of personal tax compliance services.

Responsibilities

Preparation and submission of annual tax returns
Looking after daytoday issues/queriesLiaison with HMRC and clients on all personal tax issues.
Coordinating with other professional services to oversee their input into transactions and other tax advisory projects
Developing and maintaining strong relationships with clients and understanding the client's business in order to identify areas for the provision of tax and other services
Provide tax advice to clients, in a supported environment
Assisting with ad hoc project work, that may include work on P11Ds and working across teams within the private client practice
Respond quickly to client requests/needs and keeping them informed of progress

Technical Skills

3+ years' experience within a private client role
Experience in preparing selfassessment tax returns for individuals, partnerships and trusts
Proficient in undertaking research of technical legislation, HMRC manuals and guidance
Experienced in the use of tax return software, ideally CCH
ATT qualified

Duties

Processing and reviewing tax returns
Assisting in compliance and planning issues
Managing and developing own portfolio of clients and providing planning advice
Liaison with stakeholders, including clients, HMRC tax team, and Directors
Identifying crossservicing opportunities

You will have excellent written, oral communication and good organisation skills, attention to detail, and a motivation and drive to succeed.

As part of your business development you will be expected to attend networking events, support the marketing team and deliver presentations both internally and externally.