Private Client Tax Senior
Gloucestershire, Cheltenham
Private Client Tax Senior
Gloucestershire, Cheltenham
The details
This vacancy has now expired.
Start your job searchRole Profile
Purpose of role:
To ensure that the annual tax compliance work is completed and planning opportunities are identified and delivered for a portfolio of clients.
Key responsibilities:
Client compliance work
- Delivering high quality service to clients
- Responsible for a portfolio of clients which may include sole traders, partners, HNWIs, non UK domiciliaries, partnerships, non-residents and trusts
- Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations
- Ensuring all beneficial elections and claims are made
Client planning work
- Identifying possible planning possibilities
- Preparing reports for clients
- Attendance at client meetings
- Answering client ad-hoc questions and enquiries in respect of their personal tax affairs
Yearly routine checks and compliance
- Ensuring procedures on annual tax cycle are complied with
- Collating and maintaining client information
- Client billing and time analysis
Training and personal development
- In house technical and soft skills training as appropriate.
Supervising trainees
- Overseeing trainees and reviewing work
- Assisting other group members in professional work
- Providing feedback for trainees appraisals
Key Competencies:
- Planning and Organising
- Written and verbal communication
- Customer Focus
- Team work
- Technical Expertise
Candidate Profile
Education/Qualifications:
- Professionally Qualified (CTA) or (ATT) or equivalent.
Key Experience/Skills:
- Significant experience gained within a professional services firm.
- Good knowledge of private tax compliance and ideally some exposure to planning/advisory work.
- Technical knowledge to include CGT, IHT, business tax aspects. Non-resident, non-domicile and partnership experience will be useful.
- Ability to write letters explaining complicated planning issues as well as verbal communication skills.
- Computer literate using a range of applications/programmes ideally including Digita software.
- Ability to work independently and also be a team player.
- Confidence to deal with managers, partners and clients
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