Private Client Tax Senior

Michael Page; Brighton; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Michael Page are seeking a Private Client Tax Senior for a reputable accountancy firm in Brighton. The role focuses on delivering high-quality tax services and proactive client management.

You will prepare and review personal tax returns, provide planning for high-net-worth individuals, manage client relationships, handle HMRC correspondence, and mentor junior staff. Hybrid working is on offer.

Qualifications

• Experience handling private client tax matters and high-net-worth portfolios.
• Strong knowledge of private client tax legislation and planning.
• Experience managing a portfolio of private clients with diverse needs.
• Excellent communication and interpersonal skills for client interaction.
• Attention to detail and a proactive approach to problem-solving.

Responsibilities

• Prepare and review personal tax returns for a portfolio of private clients.
• Provide tailored tax planning advice to clients, including high-net-worth individuals and trusts.
• Manage client relationships, ensuring their needs are met and expectations exceeded.
• Handle correspondence with HMRC, including enquiries and investigations.
• Identify tax-saving opportunities and advise clients accordingly.
• Support junior team members and assist in their development through mentoring and training.
• Keep up to date with changes in tax legislation and communicate relevant updates to clients and colleagues.
• Work collaboratively with other departments to provide a seamless client service.

Skills

Private client tax

Portfolio management

Communication skills

Attention to detail

Problem-solving

Team collaboration

Education

ATT / CTA PQ or equivalent

Job description

This is an excellent opportunity for a Private Client Tax Senior to join an accountancy firm in Brighton, focusing on delivering high-quality tax services. The role requires a strong understanding of private client tax matters and a proactive approach to client management.

Client Details

This accountancy firm is a well-established, medium-sized organisation based in Brighton. They specialise in providing expert tax and financial services to a diverse range of clients, ensuring compliance and effective solutions tailored to individual needs.

Description

• Prepare and review personal tax returns for a portfolio of private clients.
• Provide tailored tax planning advice to clients, including high-net-worth individuals and trusts.
• Manage client relationships, ensuring their needs are met and expectations exceeded.
• Handle correspondence with HMRC, including enquiries and investigations.
• Identify tax-saving opportunities and advise clients accordingly.
• Support junior team members and assist in their development through mentoring and training.
• Keep up to date with changes in tax legislation and communicate relevant updates to clients and colleagues.
• Work collaboratively with other departments to provide a seamless client service.

Profile

A successful Private Client Tax Senior should have:

• Relevant tax qualifications (ATT, CTA PQ or equivalent).
• Strong technical knowledge of private client tax and relevant legislation.
• Experience managing a portfolio of private clients with diverse needs.
• Excellent communication and interpersonal skills for effective client interaction.
• Attention to detail and a proactive approach to problem-solving.
• Ability to work collaboratively within a professional services environment.

Job Offer

• Competitive salary ranging from £40,000 to £50,000 per annum.
• Permanent position within a respected professional services firm in Brighton.
• Opportunities for professional growth and career progression.
• Supportive and collaborative working environment.
• Exposure to a varied and interesting client portfolio.
• Hybrid working.