Private Client Tax Senior

J.P. MORGAN; Forty Green; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A leading accountancy firm in the UK, Azets, is seeking a Private Client Tax Senior to manage a diverse portfolio of high net worth clients. This role offers the opportunity to enhance client relationships while ensuring compliance with tax legislation. Successful candidates will have a strong background in personal tax and be working towards their CTA qualification, supported by benefits such as hybrid working and professional development resources.

Benefits

Hybrid & flexible working

Birthday leave

Professional subscriptions

Qualifications

• Previous Personal/Private Client/Mixed Tax experience in a practice environment is essential.
• ATT qualification and active progress toward CTA is required.

Responsibilities

• Manage client relationships and compliance for high net worth individuals.
• Review tax returns and ensure compliance obligations are met.
• Act as the principal contact, understanding client tax affairs.

Skills

Client Relationship Management

Tax Compliance

Risk Management

Education

ATT qualified

Studying towards CTA

Job description

Private Client Tax Senior

Who are Azets

Azets is a leading firm of Accountants and Business Advisers operating across the UK, Ireland, and the Nordics. We have a wide network of employees and numerous opportunities to join our offices.

We are a top ten accountancy firm in the UK and the largest SME practice.

The opportunity

As a Senior at Azets, you will have the ability and motivation to:

• Take ownership of your own portfolio with support from your manager
• Support in delivering revenue and profitability targets
• Develop enduring client relationships

Day-to-day duties

• Manage client relationships, including non-residents, non-domiciled individuals, high net worth individuals, and trusts, supporting them on compliance matters
• Act as the principal point of contact for clients, understanding developments in their personal tax affairs, ensuring compliance obligations are met, legislative changes are communicated, and opportunities are identified
• Manage various compliance matters
• Review tax returns and computations
• Ensure efficient, risk-managed delivery
• Adhere to internal risk management procedures

What are we looking for?

• Potentially ATT qualified and actively studying towards CTA
• Full study support including paid study leave, mentorship, and coaching provided
• Previous Personal/Private Client/Mixed Tax experience in a similar role within a practice environment is essential

What's in it for you?

Our benefits include hybrid & flexible working, birthday leave, professional subscriptions, and more. Learn about our rewards and benefits at Careers | Rewards And Benefits | Azets UK.

Interested in hearing more about Life at Azets?