Private Client Tax Senior

Michael Page; London; On-site; GBP 45,000 - 70,000; Full time

Job summary

A leading professional services provider in London is seeking a Private Client Tax Senior to manage a portfolio of private clients. In this role, you'll provide expert tax advice, ensuring compliance with regulations while building strong client relationships. This permanent position offers competitive salary and opportunities for career progression in a supportive environment.

Benefits

Flexible benefits

Career progression opportunities

Collaborative work environment

Qualifications

• Strong knowledge of personal tax regulations and compliance.
• Experience managing a portfolio of private clients.
• Excellent communication skills for client relations.

Responsibilities

• Manage a portfolio ensuring efficient handling of tax affairs.
• Provide tailored tax planning and compliance advice.
• Prepare and review personal tax returns and related matters.

Skills

Communication

Client Management

Tax Planning

Education

ATT or CTA qualification

Job description

As a Private Client Tax Senior, you will be responsible for handling a portfolio of private clients, providing expert advice on tax matters, and ensuring compliance with regulations. This role in the professional services industry is based in London and requires a strong understanding of tax regulations and client management.

Client Details

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.

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.

Profile

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.

Job Offer

• Competitive salary
• 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!