At a Glance
- Tasks: Prepare tax returns and business tax computations for high-net-worth clients.
- Company: Join a dedicated private client firm in the City of Bristol with a diverse client base.
- Benefits: Flexible working options and a competitive salary ranging from £38,000 to £45,000.
- Other info: Experience with trusts, partnerships, and non-UK domiciliaries is essential.
- Why this job: Opportunity to broaden experience in tax compliance with a focus on private clients.
- Qualifications: Candidates should have a CTA qualification and be educated to at least 'A' level standard.
The predicted salary is between 38000 - 45000 £ per year.
Location: City of Bristol - flexible working available
Salary: £38,000 - £45,000 (dependent on experience!)
The Role
My client are currently on the hunt for an enthusiastic Private Client Tax Senior to join their growth plans. A successful candidate will be responsible for a portfolio of high-net-worth private clients, including trusts, partnerships and non-UK domiciliaries. The role will include:
- Preparation of tax returns for those clients
- Preparation of business tax and CGT computations
- Preparing responses to client queries
- Dealing with HM Revenue & Customs in connection with the clients' affairs
The role provides an excellent range of work for someone with a background in tax compliance wishing to broaden their experience with a dedicated 'private client' firm with a diverse client base.
About You
- Self-motivated, committed, and flexible team player, with a positive and enthusiastic attitude and the ability to work with stretching targets and deadlines
- Experience in running the day-to-day compliance affairs of a portfolio of clients reporting to a portfolio manager
- Experience of supporting the delivery of ad hoc advisory work connected to the client
- The ability to use their own initiative and to problem solve
- Excellent organisational and interpersonal skills and provide accurate work in a timely and cost-effective manner
- Confident communicator to liaise with the client, intermediaries and other internal departments to gather the clients tax return information to complete their annual return
- Excellent IT skills
- Candidates must be educated to at least 'A' level standard and ideally graduate level
- He/she should have obtained the CTA qualification
Private Client Tax Senior in Bristol employer: Insite Public Practice Recruitment Limited
This private client firm in Bristol offers flexible working and a diverse portfolio of high-net-worth clients. The team values self-motivation and commitment, providing an excellent environment for professional growth.
Contact Details:
Insite Public Practice Recruitment Limited Recruitment Team
