Private Client Tax Senior
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Job Location:
Monthly Salary:
Posted on:
24 days ago
Vacancies:
1 Vacancy
Job Summary
Private Client Tax Senior
Summary
We are seeking an experienced Private Client Tax Senior to join our clients team providing expert tax advice to high net worth individuals (HNWI) and their families. The successful candidate will have a strong understanding of personal tax laws and regulations with the ability to analyse complex tax scenarios and provide solutions. This is an excellent opportunity to work with a successful growing team and contribute to the growth of their private client tax practice.
Responsibilities
- Provide expert tax advice to HNWI and their families on personal tax matters including income tax capital gains tax inheritance tax and VAT
- Analyse complex tax scenarios and develop innovative solutions to minimize tax liabilities
- Prepare and review tax returns including self-assessment returns trust returns and partnership returns
- Conduct tax planning and advisory work including tax-efficient investment strategies and wealth preservation planning
- Collaborate with other tax professionals to ensure consistency and quality of tax advice
- Stay up-to-date with changes in tax laws and regulations and apply this knowledge to provide expert advice to clients
- Develop and maintain strong relationships with clients understanding their tax needs and providing tailored advice
Requirements
- 3 years of experience in private client tax preferably in a senior role
- Strong understanding of personal tax laws and regulations including income tax capital gains tax inheritance tax and VAT
- Ability to analyze complex tax scenarios and develop innovative solutions
- Excellent communication and interpersonal skills with the ability to work with HNWI and their families
- Strong technical skills with proficiency in tax planning software and systems
- Chartered Tax Adviser (CTA) or equivalent qualification
- HNWI experience and knowledge of wealth management and family office structures
Benefits
- salary dependent on experience
- Hybrid working
- Excellent benefits package
Please contact Andy Irvine on or Andrew Irvine LinkedIn for a confidential conversation.
Refer a friend...
Were keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. Were looking to work with the best accountancy practice and tax staff in the South-East so if your friends family or colleagues are considering a new opportunity and can demonstrate relevant experience wed love to speak to them.
For every candidate you refer and we subsequently place into a permanent position we will give you up to 500 of Love2Shop vouchers. (Terms & Conditions apply).
Required Skills:
A qualified or part-qualified accountant (ACA/CTA/ACCA or equivalent) with solid Private Client Tax experience.
Required Education:
A qualified or part-qualified accountant (ACA/CTA/ACCA or equivalent) with solid Private Client Tax experience.
Company Industry
IT Services and IT Consulting
Key Skills
- Tax Experience
- Accounting Software
- GAAP
- QuickBooks
- Accounting
- Sage
- Account Reconciliation
- Analysis Skills
- Research Experience
- SOX
- Microsoft Excel
- Financial Analysis
