Please note, this position can be based out of any of our Bristol, Bournemouth or Peterborough offices
The role
A successful candidate will be responsible for a portfolio of high-net-worth private clients, including trusts, partnerships and non-UK domiciliaries. The role will include the preparation of tax returns for those clients, preparation of business tax and CGT computations, preparing responses to client queries and dealing with HM Revenue & Customs in connection with the clients’ affairs.
The role provides an excellent range of work for someone with a background in tax compliance wishing to broaden their experience with a dedicated “private client” firm with a diverse client base.
You
Key characteristics and skills required:
- Self‑motivated, committed, and flexible team player, with a positive and enthusiastic attitude and the ability to work with stretching targets and deadlines.
- Experience in running the day‑to‑day compliance affairs of a portfolio of clients reporting to a portfolio manager.
- Experience of supporting the delivery of ad hoc advisory work connected to the client.
- The ability to use their own initiative and to problem solve.
- Excellent organisational and interpersonal skills and provide accurate work in a timely and cost‑effective manner.
- Confident communicator to liaise with the client, intermediaries and other internal departments to gather the client’s tax return information to complete their annual return.
- Excellent IT skills.
- Candidates must be educated to at least ‘A’ level standard and ideally graduate level. He/she should have obtained the CTA qualification.
The team
The Personal Tax team consists of over 120 employees spread over 9 UK offices (Bristol, Bournemouth, High Wycombe, Peterborough, Edinburgh, Inverness, Leeds, London and Manchester). The team delivers exceptional quality compliance and advisory services to a wide range of high-net-worth private clients, these include those with UK and offshore interests, property owners, business owners, partnerships and trusts.
Reward and benefits
- A 35‑hour working week with a hybrid working policy with the flexibility to work from home for up to three days per week (our core hours are 10‑4).
- Excellent benefits including contributory pension scheme, 25 days annual leave, Life Assurance cover and great flexible benefits and family friendly policies.
- Eligibility for the firm’s Profit‑Sharing Plan. Paid in December.
Equality, Diversity & Inclusion
Equality, diversity and inclusion is a top priority for us. With our ED&I strategy, Everyone Belongs, we are building on our positive work culture and implementing initiatives to improve diversity and strengthen our equitable culture of inclusion, led from the top.
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