- Provide good quality, commercial and value added tax advice to Private Clients of the firm
- Field opportunities that come in through Partners, Directors, the website and others
- Ultimately lead meetings, scope projects and deliver work to budget and on time
- Portfolios will be reviewed from time to time to take account of incoming/exiting clients
- Manage projects from start to finish
- Support the Private Client team (and other members of the firm, as appropriate) with technical skills, management skills, marketing, networking, etc.
- Reviewing 'complex' tax returns as prepared by the tax compliance team
- Resolving ad hoc queries from the tax compliance and financial services teams
- Develop relationships with potential referrers in the professional community, including banks, lawyers, local authorities, property professionals and others
- Lead with Will instructions (if possible, depending on experience)
- Encourage 'one tax team' and 'one firm' approach to client work
- Take a lead in the development of junior members of the tax planning team and help them to gain technical and practical experience of relevant tax issues
- Ability to deal with private clients, identify opportunities, agree fees and deliver work
- Ideally someone who has experience of working with Wills and Trusts (although training can be provided)
- The role would suit someone that wants to take the next step in their career, who is looking for a more manageable work life balance, interesting work for HNW individuals, including Trusts and possibly Estates work, and who wants to have an opportunity to help shape the future of a department.
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Private Client Tax Senior Associate - South Yorkshire, United Kingdom - Sue Ross Recruitment Ltd
Description
Sue Ross Recruitment are delighted to be working with a leading regional firm of chartered accountants who are looking to expand their highly successful department with the appointment of a Manager/ Senior Manager to help with the growth of their Private Client advisory team.
This is a fabulous opportunity to join a leading firm with the ambition and enthusiasm for providing excellent client service.
You will be involved in bespoke tax planning for a wide range of clients, including owner-managed businesses, farmers, trusts, estates and private clients.
You will also be responsible for providing bespoke private client advice including estate planning, property structuring and high net worth advisory work.
This role is a key part of a busy and successful team and will play a vital role within the team, developing more junior members of the team where appropriate.
Key Responsibilities may include (depending on experience):
