Private Client Tax Senior

Primary Purpose of Role

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. Also, provide assistance to the Senior Manager / Director / Partners in both compliance and advisory client work.

Key Duties

• 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 staf...

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