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Private Client Tax Senior

£40k - £50k per annum

  • Prepare and review personal tax returns for a portfolio of private clients.
  • Provide tailored tax planning advice to clients, including high-net-worth individuals and trusts.
  • Manage client relationships, ensuring their needs are met and expectations exceeded.
  • Handle correspondence with HMRC, including enquiries and investigations.
  • Identify tax-saving opportunities and advise clients accordingly.
  • Support junior team members and assist in their development through mentoring and training.
  • Keep up to date with changes in tax legislation and communicate relevant updates to clients and colleagues.
  • Work collaboratively with other departments to provide a seamless client service.
Vacancy posted a month ago
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