Hybrid Personal Tax Senior – Private Client Specialist

ProTalent Limited; Brighton; Hybrid; GBP 38,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

Job summary

ProTalent Limited in Brighton is seeking a Personal Tax Senior to manage a portfolio of private clients, delivering high-quality compliance and advisory services. You\'ll work with individuals from business owners to high-net-worth clients, liaising with HMRC as needed.

The role offers clear career progression to Assistant Manager and Manager, a collaborative team, and ongoing professional development with hybrid working in Brighton.

Qualifications

• ATT or CTA qualified (or part-qualified), or ACA/ACCA with strong tax experience.
• Experienced in personal tax compliance within an accountancy practice.
• Confident in managing client relationships and providing excellent service.
• Keen to broaden your experience with advisory work and progress your career in private client tax.

Responsibilities

• Managing a portfolio of private clients, acting as their main point of contact.
• Preparing and reviewing self-assessment tax returns and related compliance.
• Advising clients on personal tax matters including capital gains tax, property income, and inheritance tax.
• Liaising with HMRC on behalf of clients.
• Supporting with tax planning projects and advisory work where required.
• Assisting in the training and development of junior staff.

Skills

Personal tax

Client management

Advisory work

Tax compliance

Education

ATT/CTA or ACA/ACCA

Job description

ProTalent Limited in Brighton is seeking a Personal Tax Senior to manage a portfolio of private clients, delivering high-quality compliance and advisory services. You\'ll work with individuals from business owners to high-net-worth clients, liaising with HMRC as needed.

The role offers clear career progression to Assistant Manager and Manager, a collaborative team, and ongoing professional development with hybrid working in Brighton.