Tax Specialist

Trial Balance; Falmouth (KY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Career development opportunities

Comprehensive employee benefits

Job summary

A leading accountancy practice in Kentucky is seeking a CTA qualified tax specialist to manage a portfolio of high net worth personal tax clients. You will advise clients on personal tax matters and support tax assistants. The role offers competitive salary, development opportunities, and excellent employee benefits. Ideal candidates will demonstrate strong tax expertise in a practice environment, ensuring compliance and efficient tax management.

Qualifications

• Demonstrated experience in tax within a practice environment.
• Strong technical and legislative tax knowledge.
• Ability to advise high net worth individuals.

Responsibilities

• Advise high net worth individuals on personal tax matters.
• Manage a portfolio of personal tax clients.
• Support and train tax assistants or other support staff.

Skills

Personal tax advising

Tax compliance

Team management

Technical tax knowledge

Job description

Are you a CTA qualified tax specialist and looking for your next step in your accounting career? This could be just the role for you…

Trial Balance are working with a leading accountancy practice in the local area, who are well renowned for their progressive working practices and the excellent benefits that they offer to their staff.

Working within a busy team, you will:

• Take responsibility for looking after and advising high net worth individuals on personal tax along with some dealings with business tax.
• Assist in the management of a portfolio of personal tax clients along with general tax compliance work and tax advice.
• Offer help, support and training to the tax assistants/other support staff as and when required.

You will need to be able to demonstrate a strong background in tax within a practice environment and excellent technical and legislative knowledge.

In exchange this client offers a competitive salary, excellent opportunities for career and personal development, and a whole suite of employee benefits. If this sounds like the kind of firm that you’d like to be a part of, please apply addressed to Jay Vilarrubi-Smith quoting job reference JVS10909.

Trial Balance is a market leading supplier of recruitment services to accountancy practices across the South-West and works on vacancies at all levels in a practice environment. For a confidential discussion about your career options please contact Jay Vilarrubi-Smith, our dedicated practice specialist.