Private Client Tax Executive

Clark Wood - Tax Recruitment; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading accounting firm in London seeks a Private Client Tax Executive to manage a portfolio of clients and undertake both compliance and advisory work. The ideal candidate is ATT or CTA qualified with experience in personal tax for high net worth individuals. This role involves high-level advisory work and client engagement.

Qualifications

• Experienced in both compliance and advisory work.
• ATT Qualified or CTA Qualified.

Responsibilities

• Manage and grow a portfolio of clients.
• Prepare and review tax returns for individuals and trusts.
• Identify tax planning opportunities.

Skills

Personal Tax

Compliance work

Advisory work

Tax planning

Education

ATT Qualified or CTA Qualified

Job description

Overview

Private Client Tax Executive – London, City

We\'re looking to speak with an experienced Personal Tax/ Private Client Tax Senior or Supervisor who has experience of both compliance and advisory work. ATT Qualified or CTA Qualified. This role is with one of the UK's Top 20 accountancy firm, one of the UK's most respected professional services companies.

Responsibilities

• Managing and growing a portfolio of clients for whom you will be responsible for undertaking both compliance work, in the shape of preparation and review of personal tax, trust and partnership tax returns, as well as having involvement in advisory and planning work for a range of clients including private individuals, multi-generational families and very high net worth individuals.
• This role will provide the chance to get involved in some high-level advisory work for some very interesting, prestigious & famous clients.
• Prepare tax returns for HNWI, UHNWIs; prepare partnership tax returns and trusts
• Managing a portfolio of clients, acting as the main point of contact
• Identifying tax planning opportunities for individuals and trusts
• Assisting a tax partner with tax consulting work relevant to HNWI and trusts

Qualifications

• ATT Qualified or CTA Qualified
• Experience in both compliance and advisory work

How to apply

For further information on this role please contact Richard Clark at Clark Wood - [e-mail] / 01173 291052

If this specific vacancy is not quite what you are looking for please contact us to investigate alternatives; you can send your CV to this job or contact us directly. Refer a friend or colleague to us and receive a minimum of £500 in vouchers if we assist them in securing a permanent role