Private Client Tax Senior

ACCA Careers; Brighton; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

Job summary

ACCA Careers is seeking a Private Client Tax Senior in Brighton to deliver high-quality private client tax services. The role focuses on managing client relationships, providing tailored tax planning, and ensuring compliance for a varied client portfolio.

The successful candidate will have ATT or CTA PQ or equivalent, strong private client tax knowledge, and experience mentoring junior staff. Hybrid working and a clear career path are offered.

Qualifications

• Qualified in ATT or CTA PQ or equivalent.
• Strong knowledge of private client tax and relevant legislation.
• Experience managing a portfolio of private clients.
• Excellent communication and interpersonal skills.
• Proactive, detail-oriented with problem-solving.
• Ability to work collaboratively in a professional services environment.

Responsibilities

• Prepare and review personal tax returns for private clients.
• Provide tailored tax planning advice for clients including high-net-worth individuals and trusts.
• Manage client relationships and exceed expectations.
• Handle correspondence with HMRC including enquiries and investigations.
• Identify tax-saving opportunities and advise clients accordingly.
• Mentor and train junior team members.
• Keep up to date with changes in tax legislation and share updates.
• Collaborate with other departments to deliver seamless client service.

Skills

Private client tax

Portfolio management

Client relationship management

Communication

Attention to detail

Team mentoring

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

• 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.