Private Client Tax Senior

Sumer Group Holdings Limited; City Of London; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading financial services company in London is seeking a Private Client Tax Senior to manage a diverse portfolio of clients, including high-profile individuals and businesses. The successful candidate must be ATT qualified and possess strong personal tax experience. Responsibilities include preparing tax returns, interfacing with clients and managers, and providing tax planning advice. Competitive benefits, including hybrid working and professional development support, are offered.

Benefits

Group Life Cover

22 days holiday + bank holidays

Hybrid working policy

Permanent Health Insurance

Discounted Gym Membership

Pension Scheme

Qualifications

• Demonstrable personal tax experience within a practice environment.
• Successful work as a team member.
• Good general knowledge of income tax and capital gains tax.

Responsibilities

• Preparing tax returns for review by the manager.
• Interfacing between clients and managers.
• Assisting with general private client issues.

Skills

Personal tax experience

Initiative and accuracy

Proactive attitude

Teamwork

Pressure resilience

Good communication skills

Microsoft software knowledge

Organizational skills

Knowledge of income tax

Basic knowledge of capital gains tax

Education

ATT qualification

Tools

Digita software

Job description

Private Client Tax Senior

Department: Personal Tax

Employment Type: Permanent

Location: London

Description

The Private Client department comprises 25 specialist staff and is headed by 4 Partners and a 4 Directors.

We require an ATT qualified Senior to join our Private Client Tax team.

Reporting to the Managers, Directors and Partners, the Senior will have their own interesting and varied portfolio of clients including a mix of high profile individuals, professional persons, partnerships, entrepreneurs, and international clients. They will be expected to support on projects and ad-hoc advice where necessary.

Key Responsibilities

• Preparing tax returns for review by the Manager
• Interfacing between clients and managers
• Assisting with general private client issues and suggesting tax planning opportunities for clients within their portfolio
• Communicating and corresponding with HMRC
• Communicating with and answering queries from clients
• Assisting with the training and supervision of more junior members of staff
• Other ad-hoc duties in line with the role

Skills, Knowledge & Expertise

• Demonstratable personal tax experience within a practice environment
• Accurate work, displaying initiative with minimal supervision
• A proactive attitude
• Successful work as a team member
• An ability to work under pressure and to be able to prioritise
• Good communication skills
• Good knowledge of Microsoft software
• Good organisational skills
• Good general knowledge of income tax, capital allowances, employment taxes, capital gains tax and benefits, and international clients
• A basic knowledge of capital gains tax, treatment of foreign income, capital allowances, tax credits, and inheritance tax

The successful candidate will already be ATT qualified. We would be willing to support any remaining CTA papers after successful completion of a probationary period. We would also prefer the successful candidate to have some working knowledge of Digita software, although training will be provided if not.

Job Benefits

• Group Life Cover
• 22 days holiday on commencement + bank holidays (some of which are flexible)
• Buying and Selling Holiday Scheme
• Hybrid working policy – at least 2 days in the office a week, with a core hours system in place
• PHI (Permanent Health Insurance)
• Non-Contributory Health Cash Plan
• Enhanced maternity and paternity packages
• Season Ticket Loan (after qualifying period)
• Discounted Gym Membership
• Discounted Tastecard
• Perkbox Membership
• Pension Scheme
• Cycle voucher scheme