Private Client Tax Senior

The Private Client Tax Senior role involves managing tax compliance and advisory services for a portfolio of private clients. This position requires a strong understanding of personal tax matters and the ability to deliver excellent service in the professional services industry.

Client Details

The organisation is a well-established professional services firm with a respected presence in the industry. It operates on a small-sized scale, offering tailored services to its clients with a focus on quality and expertise.

Description

• Manage a portfolio of private clients, ensuring timely and accurate tax compliance.
• Prepare and review self‑assessment tax returns for individuals, trusts, and estates.
• Advise clients on tax‑efficient strategies and planning opportunities.
• Provide support with inheritance tax and capital gains tax matters.
• Act as the main point of contact for client queries and correspondence ...