Private Client Tax Senior Worcester (Hybrid) Salary up to £45,000 (DOE) Butler Rose Public Practice is delighted to be supporting one of our clients who's got an opportunity for a Private Client Tax Senior to join their team. The primary responsibility of this role will be to provide personal, trust and estate tax compliance and associated advisory services to a mix of clients. You will also provide assistance to the Senior Manager/Director/Partners in both compliance and advisory client work. Role Requirements - Main point of contact for clients to obtain relevant facts to process the client file. Preparation of and reviewing personal self-assessment tax returns and claims for HNW individuals, trusts and estates. (Preparation will be mainly for more complex returns and reviewing will be mainly for more basic returns). Preparation and submission of Capital Gains Tax / Income / Inheritance tax reporting forms. Dealing with HMRC enquiries, penalty notices etc. Liaising with clients and building and maintaining relationships. Advising on day to day tax queries from clients. Supporting more senior staff in the Private Client Tax department with tax planning, including preparing IHT/CGT computations, wealth schedules and packs for advisory meetings. Su...
Private Client Tax Senior employer: Butler Rose Careers
Join a leading Top 10 accountancy firm in Norwich, where you will thrive in a dynamic work culture that prioritises professional growth and development. With a diverse client portfolio and a supportive team environment, you'll have the opportunity to enhance your audit skills while taking ownership of assignments and building valuable client relationships. Enjoy competitive salaries and a commitment to employee well-being, making this an excellent place for meaningful and rewarding employment.
