A well-known accounting firm in Hertfordshire is looking to expand on the back of their Private client tax team, now looking for a private client tax senior to join their collaborative team This is a great opportunity for someone who already has a solid grounding in personal tax and wants to develop their experience across a varied private client portfolio, with good exposure to more complex work and progression opportunities. The role You'll work closely with experienced Managers and Partners, looking after a portfolio of private clients and taking responsibility for a broad range of personal tax matters. Your responsibilities will include:

  • Managing a portfolio of personal tax clients
  • Preparing and reviewing Self Assessment tax returns
  • Advising HNW individuals, business owners and private clients
  • Dealing with partnerships and more complex personal tax affairs
  • Supporting on tax planning and advisory work
  • Building strong relationships with clients and acting as a key point of contact
  • Identifying opportunities to provide additional advice and services
  • Supporting junior members of the team and reviewing work where appropriate
  • Working alongside the wider tax and accounts teams What we're looking for:
  • Previous experience within a UK accountancy practice
  • Strong personal/private client tax experience
  • Experience managing your own portfolio
  • Comfortable dealing directly with clients
  • ATT qualified or working towards qualification would be advantageous
  • CTA qualification or progression towards CTA would be beneficial
  • Strong technical knowledge and attention to detail
  • Someone who wants to continue developing their advisory experience The opportunity: This is an established private client environment with a strong client base and a structured team around you. You'll have the opportunity to work with increasingly complex clients, broaden your advisory exposure and progress your career within a supportive practice. If you're a Tax Senior in St Albans, Hertfordshire or the surrounding areas and are open to hearing about your next move, get in touch for a confidential conversation.

Job ref blurredText

Posted on blurredText

Last checked on blurredText

Closing on blurredText

0 comments
0 requirements

Discuss this job

Share your intel on this vacancy and help others - anonymously. Get notified automatically of new comments when starred or saved to Tracker.

My Private Notes

Saving private notes will automatically star the vacancy to your Jobs page.