Private Client Tax Senior
Fletcher George Recruitment Ltd Careers · South Bermondsey, England ·
Private Client Tax Senior | South West London | £42,000–£45,000 Hybrid & Flexible Working | Full CTA Study Support Are you looking to develop your career in Private Client Tax within a highly regarded accountancy practice that genuinely invests in its people?
Fletcher George is delighted to be working with a well-established multi-partner firm in South West London, renowned for providing expert tax and business advisory services to entrepreneurial businesses, owner-managed companies and high-net-worth individuals.
Due to continued growth, the firm is seeking a Private Client Tax Senior to join its successful UK Private Client team. This opportunity is ideal for an ATT or ACA qualified professional, or someone nearing qualification, who is keen to develop their technical expertise while working towards CTA with full study support.
The Firm This respected practice has built an outstanding reputation for delivering high-quality advice to both corporate and private clients. Working alongside experienced Managers, Directors and Partners, you'll gain exposure to a varied client portfolio, interesting advisory work and clear opportunities to progress within a collaborative and supportive environment.
The Role You'll manage a diverse portfolio of UK private clients, with responsibilities including: Managing a portfolio of personal tax clients. Preparing and reviewing Self Assessment Tax Returns for individuals, partnerships and trusts.
Assisting with Capital Gains Tax and Inheritance Tax planning. Supporting high-net-worth individuals with property portfolios, rental income taxation and related compliance. Advising directors of owner-managed businesses on personal tax matters, including Making Tax Digital requirements where relevant.
Liaising with HMRC on behalf of clients. Supporting Managers and Partners on advisory projects. Identifying tax planning opportunities for clients. Building strong client relationships through proactive communication. Assisting with the development of junior team members where appropriate. About You
You'll ideally have
ATT or ACA qualification (or be nearing qualification), with the ambition to study tow...