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Private Client Tax Senior
Worcester (Hybrid)
Salary up to £45,000 (DOE)

Butler Rose Public Practice is delighted to be supporting one of our clients who's got an opportunity for a Private Client Tax Senior to join their team. The primary responsibility of this role will be to provide personal, trust and estate tax compliance and associated advisory services to a mix of clients. You will also provide assistance to the Senior Manager/Director/Partners in both compliance and advisory client work.

Role Requirements -

Main point of contact for clients to obtain relevant facts to process the client file.Preparation of and reviewing personal self-assessment tax returns and claims for HNW individuals, trusts and estates. (Preparation will be mainly for more complex returns and reviewing will be mainly for more basic returns).Preparation and submission of Capital Gains Tax / Income / Inheritance tax reporting forms.Dealing with HMRC enquiries, penalty notices etc.Liaising with clients and building and maintaining relationships.Advising on day to day tax queries from clients.Supporting more senior staff in the Private Client Tax department with tax planning, including preparing IHT/CGT computations, wealth schedules and packs for advisory meetings.Supporting more senior staff in the Private Client Tax department with processes and efficiencies.Coach and mentor junior members of the team to ensure compliance and service delivery.Encourage equality and diversity amongst teams.

Personal Requirements -

Experience of working with client compliance workPreparing tax within accountancy practiceExcellent verbal and written communication skills with internal and external peopleInterpersonal relationship buildingExcellent attention to detailAnalytical outlook, questioning where neededAble to prioritise own workloadCan work to deadlinesEffective time managementIs comfortable working independentlyCan show accuracy in technical work deliveredCan work and adapt work around technologyCan demonstrate an ability to innovate and share ideas

Employee Benefits-

25 days annual leave, plus bank holidaysCareer progressionElectric Car schemeCycle to Work SchemeLife AssuranceGroup Personal Pension PlanFlexible Holiday Purchase SchemeEnhanced Family Pay - maternity, paternity, parental, and compassionate leaveEmployee Assistance Programme - 24/7 confidential helpline as well as online supportThis is an outstanding opportunity for the right individual to join this firm of choice.

Please apply now if you have the relevant skills and experience to meet the requirements as set out above and we will be in contact to discuss further.

Great role but not for you? We offer a £150 referral fee so why not let your friends know about this position.

This role is advertised by Liezl Botha, Butler Rose (AGY) [email protected]

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.

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