Private Client Tax Senior - Exeter

Georgiana Head Recruitment Limited; Exeter; Hybride; GBP 45 000 - 65 000; Plein temps

Résumé du poste

Georgiana Head Recruitment Limited is representing a top 40 accountancy firm hiring a Private Client Tax Senior to join their Exeter office. The role focuses on annual tax compliance, personal and partnership tax returns, with training available for trust tax returns.

You will support the tax director and team, mentor trainees, and maintain strong client relationships. The ideal candidate has around four years of personal tax experience and is looking to progress within a growing tax team.

Qualifications

• Strong knowledge of annual tax compliance work including personal and partnership tax returns.
• Mentor tax trainees and review trainee work.
• Ability to stay up to date with current tax legislation and technology.
• Excellent client relationship skills and ability to handle queries efficiently.

Responsabilités

• Undertake annual tax compliance work including personal and partnership tax returns.
• Manage statutory deadlines for tax compliance and ensure timely delivery.
• Assist in preparation of year-end tax letters for the firm.
• Mentor tax trainees and review their work.
• Support Tax Director with ad-hoc tasks and reporting to meet team targets.
• Build and maintain strong client relationships and respond to queries.

Connaissances

Personal tax

Tax compliance

Client relationships

Mentoring/t coaching

Formation

ATT or equivalent

Description du poste

Our client is a top 40 accountancy who seek an ATT or equivalent qualified Private Client Tax Senior to be based in their Exeter office to assist the tax director and the tax team to deliver an efficient and comprehensive tax service to the clients of the firm whilst meeting deadlines and supporting the directors with ad-hoc tasks and queries.

Key Responsibilities include:

• To have a strong working knowledge of and undertake annual tax compliance work to include the preparation of personal tax returns and partnership tax returns. Knowledge of trust tax returns would be an advantage but are not essential as training can be provided.
• To be responsible for managing the statutory deadlines for tax compliance work and ensure work is completed to meet deadlines.
• Assist with the preparation of the year-end tax letters for the firm.
• To ensure work is being undertaken in the most efficient manner, being up to date with the most recent software developments and working methods.
• To integrate with and help develop our established but rapidly growing tax team, which aligns with the company values, has strong team ethics with can do attitude.
• Review work carried out by tax trainees and mentor the tax trainees.
• Assist the tax director in achieving team targets with regular and timely reporting back on results.
• Provide ad hoc support to Directors and staff on tax queries.
• To keep up to date with current tax legislation and assist with training the tax trainees.
• To assist with any other tax work including advisory work that arises from time to time.
• To have excellent client relationship skills, to be able to build strong relationships and handle client queries in a positive and client focused manner.

Both hybrid and flexible working can be available for the right candidate after probationary period is successfully completed. This role would suit someone who has 4 years’ experience in personal tax and who is looking for an opportunity to progress.

Unfortunately, our client is unable to offer Visa sponsorship.