Private Client Tax Seinor

Page Personnel; England; On-site; GBP 35,000 - 45,000; Full time

Job summary

A leading accountancy firm in Wimborne is seeking a Private Client Tax Senior to manage a portfolio of high-net-worth individuals (HNWI). The role involves providing tax compliance and advisory services while ensuring adherence to the latest tax legislation. Candidates should have a relevant professional qualification and strong knowledge of tax services for private clients. This permanent position offers a competitive salary ranging from £35,000 to £45,000, along with opportunities for professional growth in a supportive environment.

Benefits

Competitive salary

Professional growth opportunities

Collaborative working environment

Benefit package pending confirmation

Qualifications

• Strong knowledge of tax compliance and advisory services for private clients.
• Proven ability to manage multiple clients and deadlines effectively.
• A commitment to providing high-quality client service.

Responsibilities

• Demonstrate Private Client expertise with an HNWI portfolio.
• Provide tax compliance and advisory services to private clients.
• Prepare and review self-assessment tax returns and related computations.
• Build and maintain strong client relationships through effective communication.

Skills

Tax compliance knowledge

Advisory skills

Client relationship management

Attention to detail

Organisational skills

Education

Relevant professional qualification (ATT or CTA)

Tools

Tax software

Microsoft Office

Job description

About Our Client

This accountancy firm is a local organisation with a strong reputation for providing high-quality tax advice and support. They specialise in assisting private clients with their financial and tax needs, ensuring personalised and expert service. This firm specialises in HNWI's and Partnerships, along with partnering with several legal firms in Dorset & Hampshire.

Job Description

• Demonstrate your Private Client expertise with your own HNWI portfolio
• Develop your advisory & management skills in a collaborative environment
• Provide tax compliance and advisory services to a portfolio of private clients.
• Prepare and review self‑assessment tax returns and related computations.
• Offer advice on tax planning opportunities to optimise clients' financial situations.
• Ensure compliance with the latest tax legislation and regulations.
• Assist with managing HMRC enquiries and correspondence on behalf of clients.
• Build and maintain strong client relationships through effective communication.
• Support junior team members with their development and training.
• Contribute to the growth of the tax department by identifying business opportunities.

The Successful Applicant

A successful Private Client Tax Senior should have :

• A relevant professional qualification, such as ATT or CTA, or equivalent experience.
• Strong knowledge of tax compliance and advisory services for private clients.
• Proficiency in tax software and Microsoft Office applications.
• Excellent attention to detail and organisational skills.
• The ability to manage multiple clients and deadlines effectively.
• A commitment to providing high-quality client service.

What's on Offer

• Competitive salary ranging from £35,000 to £45,000, depending on experience.
• Permanent position based in Wimborne with opportunities for professional growth.
• Supportive and collaborative working environment within the professional services sector.
• Potential benefits package to be confirmed.

This is a fantastic opportunity to advance your career as a Private Client Tax Senior in the accountancy industry. If you are interested in joining a respected team in Wimborne, we encourage you to apply today!