Private Client Tax Senior - Worcester, United Kingdom - THE ACCOUNTANCY RECRUITERS LIMITED
1 week ago
Description
Private Client Senior- Advisory & Compliance
- Competitive Salary + Hybrid Working
Private Client Senior
Advisory & Compliance
Worcester
The Role:
- Preparation and submission of Capital Gains Tax / Income / Inheritance tax reporting forms.
- Collaborate with clients to address inquiries and resolve queries.
- Coordinate with internal departments to ensure deadlines are met, and oversee client portfolios to meet regulatory deadlines.
- Supporting more senior staff in the Private Client Tax department with tax planning, including preparing IHT/CGT computations, wealth schedules and packs for advisory meetings.
- Coaching, and fostering skill and knowledge development. Continually improve the quality and delivery of work.
- Monitor your own utilisation, productivity, and work in progress.
- Confidently provide guidance and feedback to team members.
Requirements:
- ATT or CTA Qualified or Part Qualified
- Exposure to multiple sectors would be advantageous since their clients come from diverse industries.
- Previous experience in personal / private client tax
- Strong technical knowledge and the ability to conduct research in complex areas of tax legislation.
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