Private Client Tax Senior

Location: City of Bristol – flexible working available

The Role:

My client are currently on the hunt for an enthusiastic Private Client Tax Senior to join their growth plans. 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.

About You:

• 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 clients tax return information to complete their annual return
• Candidates must be educated to at least ‘A’ level standard and ideally graduate level. He/she should have obtained the CTA qualification.

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