Tax Senior – Private Client

Tax Senior – Private Client

Affinia, Colchester, England, United Kingdom

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Purpose Of The Role

As a Tax Senior, this role is about solidifying core technical expertise in your relevant field and applying it consistently to your work. We want to see you take more ownership of client work and begin contributing to team development and business growth. This role is a crucial stepping stone, where you consolidate technical skills while beginning to stretch into client and team leadership. Excellent teamwork and communication skills are essential. We operate a hybrid working model, so you may split your time between working from home, the office, and client sites when required. If completing your professional qualifications, we will support you and anticipate that you be able to finalise your chartered qualifications (i.e. CTA). We provide ongoing training to develop your ‘soft’ skills e.g. coaching and leadership, as well as access to Croner‑i’s CPD and technical library and some elements of Mercia.

Key Tasks and Responsibilities

• Preparation of a broad range of Tax Returns, varying in complexity, including personal, trust and estate tax returns.
• Base knowledge of HMRC’s Trust Registration Service.
• Experience in preparation and/or review of IHT forms.
• Review of Tax Returns and other compliance documents.
• Good technical knowledge of trust and estate work as well as inheritance tax.
• Assist with training the team and providing constructive feedback and guidance on work.
• Liaising regularly with HMRC on a variety of matters.
• Assist with relevant advisory and project work.
• Mentoring staff where required.
• Provide high quality services to clients, ensuring accuracy and timeliness.
• Contribute to the team\’s objectives by sharing knowledge and ideas.
• Participate in client meetings to understand their tax needs and support senior staff with solutions.
• Work collaboratively with other departments to ensure client satisfaction.
• Identify opportunities for tax planning and communicate them to the management team.
• Participate in professional development activities to enhance tax knowledge and awareness of tax legislation.
• Engaging in business development, promoting Affinia and its services to both existing and potential clients. The level of your involvement in business development will be bespoke to you in your personal development plan.

Professional Skills / Qualifications

• Qualified (ATT) and/or CTA (or studying towards).
• Excellent communication skills at all levels including a wide range of stakeholders within the business.
• Proficiency in tax software and Microsoft Office Suite.
• Strong analytical skills and attention to detail.
• Ability to work effectively in a team and independently.
• Strong core knowledge of tax laws and regulations.

Benefits

At Affinia, our culture is driven by ambition and a commitment to positively impact all the communities we serve. We are dedicated to the success, development, and wellbeing of our colleagues, helping them achieve their goals and seize the opportunities that come with our growth. Alongside a flexible and inclusive work environment, we offer the following core benefits:

• 23 days holiday (FTE) plus Bank Holidays (Sept-Aug).
• Auto enrolment Pension Scheme with True Potential.
• Death in Service.
• Professional membership support.
• Paycare – claim money back for Dental, Optical, Professional Therapies.
• Agile/Hybrid Working Policy.
• Dress for your Diary Policy.

Please note that this job profile is not an exhaustive list of duties but merely an outline of the key components of the role. You may be required by your line manager to take on additional responsibilities when requested.

Affinia is committed to being an Equal Opportunity Employer. Our policy is unequivocal: we do not tolerate discrimination based on age, disability, sex, race, religion or belief, gender reassignment, marriage or civil partnership, pregnancy or maternity, or sexual orientation. We pride ourselves on being an inclusive organisation that actively promotes equality of opportunity for all, valuing the right mix of talent, skills, and potential. We welcome applications from a diverse range of candidates, and selection for roles is based solely on individual merit.

Seniority level

• Mid-Senior level

Employment type

• Full‑time

Job function

• Accounting/Auditing and Finance

Industries

• Accounting

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