Private Client Tax Senior

My client are a leading tax, accountancy and business advisory firm founded on personal integrity and technical expertise. As a Private Client Tax Senior, within the Private Wealth team you will provide advice to clients in connection with their tax affairs and be responsible for managing day-to-day aspects a large portfolio including billing, delegation and monitoring work in progress. Responsibilities: • Providing an efficient, client focussed and proactive service to meet the needs of private clients. • Working with directors and managers on technical assignments. • Managing day to day client portfolio including billing and monitoring work in progress. • Ensuring that the firm’s risks are managed appropriately. • Liaising with HMRC in relation to client matters and dealing with enquiries from HMRC. • To liaise proactively with clients on advisory matters. • To meet new clients with the appropriate partner/director and be a main point of contact with those clients going forward • Preparing personal and partnership tax return • To review personal and partnership tax returns prepared by more junior members of staff / prepare complex compliance cases Requirements: • ATT/ CTA qualified or part qualified or equivalent • Proven experience managing private client portfolios in a professional services setting. • Strong knowledge of personal tax compliance and advisory work. • Relevant practice experience Benefits: • Hybrid/ flexible working options • 25 days annual leave + bank • Social events • Private Medical and Health Insurance • Pension Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful