Private Client Tax professionals - Niche firm - London - to 65k

We are working with a leading Private Client Tax firm who are looking to bolster their Private Client Tax team in Holborn. The firm have been established over 100 years and offer Tax compliance & Advisory services to families and HNW individuals as well as Entrepreneurs

The Role

Working in one of the Firm’s three multi-disciplinary , as a Qualified Tax Professional this role will include mostly tax compliance services with advisory work as required, for a portfolio of personal and trust clients, reporting to a mixture of Partners, and providing advice and assistance to Partners, Accountants and Tax Advisors as well as Trainees on tax related topics.

The role will encompass:

Managing all aspects of their allocated client portfolio; including the planning, the execution of the work, drafting of correspondence and billing
Preparation of tax returns and tax repayment claims and related working papers.
Provision of tax advice to clients and also Partners and staff
Dealing with the HMRC.
Managing all aspects of the tax affairs of those clients for whom the individual is responsible and where advice spans different areas providing a high level of support to clients
Providing ad hoc/planning advice to clients on tax matters from time to time.
Assisting with other ad hoc assignments in relation to the financial affairs of clients.
Giving presentations/briefings to staff on relevant tax topics

You

An extensive background in personal and trust tax, including familiarity and experience of offshore, domicile and residence issues.
CTA qualified and a good academic record
At least 2 years post qualified experience
ACA/ACCA qualification, desirable
Effective client handling/service skills
Used to coaching & delegating to staff
Able to network and market effectively
Flexible working attitude. Must be able to work on a number of clients’ affairs at the same time.
Organised and methodical manner

Recommend a Friend’ and receive from £250 to £500 (Role Dependant) worth of High Street Vouchers of your choice
Do you know anyone who is looking for a new role? If you refer a friend or colleague to us and we successfully find them a new job, we will send you from £250 to £500 (Role Dependant) worth of High Street vouchers of your choice.

If you know anyone who has a background in Finance or HR then please do pass their contact details to us and we will have an informal chat with them about how we can help them.

It is Forrester McKenzie's policy, as a matter of courtesy to respond to all applications within three working days. However because of the volume of applications, we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful and your details have not been retained.

Forrester McKenzie is a Recruitment Agency and is advertising this vacancy on behalf of one of its Clients