Private Client Tax Seinor

Michael Page; Wimborne Minster; On-site; GBP 35,000 - 45,000; Full time

Job summary

A respected accountancy firm in Wimborne is seeking an experienced Private Client Tax Senior. The role involves providing tax compliance and advisory services to private clients, preparing self-assessment tax returns, and managing client relationships. Ideal candidates should possess relevant qualifications (ATT or CTA), strong knowledge of tax services, and proficiency in tax software. A competitive salary of £35,000 to £45,000 is offered, along with a supportive and collaborative working environment.

Benefits

Competitive salary

Professional growth opportunities

Supportive work environment

Qualifications

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

Responsibilities

• Provide tax compliance and advisory services to a portfolio of private clients.
• Prepare and review self-assessment tax returns.
• Offer advice on tax planning opportunities.
• Ensure compliance with the latest tax legislation.
• Manage HMRC enquiries and correspondence.

Skills

Tax compliance

Tax advisory services

Attention to detail

Client relationship management

Organizational skills

Education

Relevant professional qualification (ATT or CTA)

Tools

Tax software

Microsoft Office

Job description

This is an excellent opportunity for an experienced Private Client Tax Senior to join an independent Accountancy Practice based in Wimborne. The role requires experience in tax advisory and compliance, with a focus on providing tailored advice to private clients.

Client Details

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.

Description

• 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.

Profile

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.

Job 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!