Private Client Tax Senior

This is an excellent opportunity for a Private Client Tax Senior to join an accountancy firm in Brighton, focusing on delivering high-quality tax services. The role requires a strong understanding of private client tax matters and a proactive approach to client management.

Client Details

This accountancy firm is a well-established, medium-sized organisation based in Brighton. They specialise in providing expert tax and financial services to a diverse range of clients, ensuring compliance and effective solutions tailored to individual needs.

Description

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

A successful Private Client Tax Senior should have:

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• Relevant tax qualifications (ATT, CTA PQ or equivalent).
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• Strong technical knowledge of private client tax and relevant legislation.
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• Experience managing a portfolio of private clients with diverse needs.
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• Excellent communication and interpersonal skills for effective client interaction.
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• Attention to detail and a proactive approach to problem-solving.
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• Ability to work collaboratively within a professional services environment.
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Job Offer

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• Competitive salary ranging from £40,000 to £50,000 per annum.
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• Permanent position within a respected professional services firm in Brighton.
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• Opportunities for professional growth and career progression.
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• Supportive and collaborative working environment.
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• Exposure to a varied and interesting client portfolio.
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• Hybrid working.
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