Tax Senior

Purpose of the role

Our Private Client Tax department are looking for a Tax Senior to join their exciting and growing team. We are looking for someone to manage a varied personal client tax portfolio dealing with all routine personal tax compliance and ad hoc advisory work. The role requires you to take ownership of the day-to-day running of a personal client portfolio under the guidance of a Supervisor/Manager. A candidate with at least three years personal tax experience and a track record of portfolio management is preferred.

Key responsibilities

• Managing a Private Client portfolio, consisting of a mix of clients with multiple sources of earned and investment income.
• A key point of contact for the client.
• Dealing with partnerships and high net worth individuals.
• Dealing with a range of capital gains tax issues.
• Assisting with or dealing with the delivery of technical advisory work on the portfolio.
• Assisting with one off advisory and compliance assignments.
• Assisting at client meetings.
• Dealing with new client set up procedures, letters of engagement and client ID procedures.
• Proposing and raising client bills and reviewing WIP.