Private Client Tax Executive

The Private Client team in Reading provides tax compliance and advisory services to a diverse range of clients, including owner managed businesses, partners, and high net worth individuals and families. This role will be particularly focused on managing a portfolio of client relationships, ensuring that tax returns and other tax compliance is well managed and done on time, and dealing with tax advice that our clients may require. The Private Client team in Reading is part of a larger tax team of around 30 that provides corporation tax, VAT and other specialist tax services.

Requirements:

• ATT and/or CTA qualification or near qualification is preferred.
• Experience of working with a portfolio of private clients.
• Good knowledge of Microsoft Office, especially Excel.
• Experience of working with CCH and IRIS will be useful.
• A passion for client service.
• Display energy and enthusiasm and a focus on achieving results.
• A keenness to further your own personal development and career goals.

Qualities we are looking for:

• The ability to work well in a team, to understand other points of view and suggest possible ideas to improve how we work and the service we deliver to our clients.
• A willingness to learn new skills and, with support and training, to adapt to the changes in how we will work and what our clients require that AI and automation will involve.
• Ability to execute work efficiently, delivering excellent service and bringing the full breadth of Crowe UK’s capability to support our clients.
• Acting as a role model for more junior members of the team, providing on-the-job coaching.
• Adhere to the firm’s risk management policies at all times.
• Delivering work to the highest quality on time and within budget.
• The ability to gather relevant information, notice relationships between different pieces of information, reason from cause to effect and generate effective solutions to practical problems.

Your Direct Client Responsibilities:

• Managing the taxation relationship services with a portfolio of clients, helping them to comply with their taxation filing and payment obligations and working with them to manage their taxation affairs.
• Management of the personal tax relationship of the individuals, both employed and self-employed, as well as some family trusts on a client portfolio.
• Managing and overseeing the timely completion of the personal tax compliance cycle (including tax computations, returns and payments) and liaison with the client and HM Revenue promoting a collaborative, inclusive and friendly culture while remaining passionate about supporting and developing our people as they build their careers.

Crowe is committed to equal opportunity and diversity in recruitment and employment. We value the differences that a diverse workforce brings to our organisation, driving effectiveness in our teams and providing our clients with a quality service. Entry and progression within the firm is determined solely by the application of objective criteria, personal performance and merit which is supported by a clearly defined career pathway.