Private Client Tax Senior

Crowe Watson Recruitment; Leeds; On-site; GBP 34,000 - 46,000; Full time

Benefits offered by this job

Flexible working

Company pension

And much more!

Job summary

Crowe Watson Recruitment is recruiting a Private Client Tax Senior in Leeds to manage a varied portfolio of private clients, including HNW individuals, trusts and estates. The role requires ATT and/or CTA qualifications and UK practice experience.

You will prepare and review self assessment tax returns, provide tailored advice on income tax, capital gains tax and inheritance tax, and mentor junior team members while liaising with HMRC as needed.

Qualifications

• ATT and/or CTA qualifications with a strong private client tax background.
• Minimum of three years' experience in a UK practice.
• Proven ability to manage a private client portfolio with accuracy.
• Solid knowledge of UK personal tax, capital gains tax, inheritance tax and trusts.

Responsibilities

• Managing a portfolio of private clients including HNW individuals, trusts and estates.
• Preparing and reviewing self assessment tax returns and compliance work.
• Providing tailored advice across income tax, capital gains tax and inheritance tax.
• Mentoring junior team members and liaising with HMRC on client enquiries.

Skills

ATT/CTA qualified

UK Practice experience

Private client tax knowledge

Job description

Private Client Tax Senior

£34,000 to £46,000 per annum (DOE) Permanent, full time

Leeds

A leading firm of Chartered Accountants in Leeds is looking for an ATT and/or CTA qualified Private Client Tax Senior to manage a varied portfolio of private clients, including high net worth individuals, trusts and estates.

Leeds has a thriving professional services community, and the firm's private client base reflects that, offering technical variety across income tax, capital gains tax and inheritance tax. The team is experienced and collaborative, with a supported pathway to Assistant Manager. Crowe Watson Recruitment knows the Yorkshire private client market well.

What's the day to day of the role:

• Managing a portfolio of private clients including HNW individuals, trusts and estates
• Preparing and reviewing self assessment tax returns and associated compliance work
• Providing tailored advice across income tax, capital gains tax and inheritance tax
• Acting as a reliable point of contact and building trusted client relationships
• Supporting and mentoring junior members of the private client tax team
• Liaising with HMRC on client correspondence and enquiries

Required skills and qualifications:

• ATT and/or CTA qualified with a strong private client tax background
• At least three years' experience within a UK Practice environment
• Proven experience managing a private client portfolio with technical accuracy
• Solid knowledge of UK personal tax, capital gains tax, inheritance tax and trusts
• Professional client facing manner, well organised across competing deadlines

Benefits:

• Flexible working
• Company pension
• And much more!

Ref: CWK792. We're unable to assist with sponsorship applications, so all candidates must have the right to work in the UK without restriction.