Private Client Tax Senior

Page Personnel; London; On-site; GBP 125,000 - 150,000; Full time

Job summary

A professional services provider in London is seeking a Private Client Tax Senior to manage a portfolio of clients and provide tailored tax advice. The ideal candidate will have a strong understanding of personal tax regulations and relevant qualifications like ATT or CTA. This role offers long-term stability and opportunities for career development.

Benefits

Flexible benefits

Career progression opportunities

Collaborative work environment

Qualifications

• Strong knowledge of personal tax regulations and compliance processes.
• Experience in managing a portfolio of private clients within the professional services industry.
• Excellent communication and interpersonal skills.

Responsibilities

• Manage a portfolio of private clients, ensuring their tax affairs are handled efficiently.
• Provide tailored advice on tax planning and compliance to meet client needs.
• Prepare and review personal tax returns, ensuring timely submissions.

Skills

Personal tax regulations knowledge

Portfolio management

Client relationship building

Education

ATT or CTA qualification

Job description

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• Top 10 financial practice firm offering career development and progression
• Comprehensive benefits and leading salaries

About Our Client

This professional services provider is a well-established, medium-sized organisation with a strong presence in London. They are known for their client-focused approach and specialised expertise in tax and accounting services.

Job Description

• Manage a portfolio of private clients, ensuring their tax affairs are handled efficiently and accurately.
• Provide tailored advice on tax planning and compliance to meet client needs.
• Prepare and review personal tax returns, ensuring timely submissions.
• Advise on inheritance tax, capital gains tax, and other related matters.
• Identify tax-saving opportunities and communicate these effectively to clients.
• Collaborate with colleagues across departments to deliver a seamless service.

The Successful Applicant

A successful Private Client Tax Senior should have:

• A strong knowledge of personal tax regulations and compliance processes.
• Experience in managing a portfolio of private clients within the professional services industry.
• Relevant professional qualifications, such as ATT or CTA, or equivalent knowledge.
• Excellent communication and interpersonal skills to build strong client relationships.

What's on Offer

• Flexible benefits tailored to your needs and preferences.
• Opportunities for career progression and professional development.
• A supportive and collaborative work environment in London.
• Exposure to a diverse range of clients and tax challenges.
• Permanent position with long-term stability and growth potential.

If you are ready to take the next step in your career as a Private Client Tax Senior, apply today!