Tax Executive (Private Clients) - £53,000 to £55,000 - On-site - Reading
FryerMiles are delighted to be working with a top 10 accounting and consulting firm to assist with their recruitment of a Tax Executive (Private Clients) to join their team in Reading, Berkshire.
The successful candidate will assist the team in providing tax compliance and advisory services to a diverse range of clients, including owner managed businesses, partners, and high net worth individuals and families.
Responsibilities include but not limited to:
- Manage personal tax relationships of individuals, both employed and self-employed, as well as some family trusts on a client portfolio
- Manage and oversee the completion of the personal tax compliance cycle (including tax computations, returns and payments) and liaise with clients and HM Revenue & Customs
- Delegation of preparatory aspects of personal tax work to tax assistants and review of their work
- Liaise with other agents and third parties such as investment managers, stockbrokers and banks where necessary
- Deal with HM Revenue enquiries into tax returns on client portfolio and other clients as appropriate.
- Provide clients with ad hoc UK tax advice proactively as well as reactively. This could include technical research into areas of tax that are new to you
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
Tax Executive (Private Clients) - £53,000 to £55,000 - On-site - Reading
