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Jobs/Private Client Tax Senior

Private Client Tax Senior

ballardsllp

Droitwich, Worcestershire, United Kingdom Full-time Posted 8d ago
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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 staff in the Private Client Tax department with tax planning, including preparing IHT/CGT computations, wealth schedules and packs for advisory meetings. * Supporting more senior staff in the Private Client Tax department with processes and efficiencies. * Coach and mentor junior members of the team to ensure compliance and service delivery. * Encourage equality and diversity amongst teams. Knowledge, Skills & Experience * Experience of working with client compliance work * Preparing tax within accountancy practice * Excellent verbal and written communication skills with internal and external people * Interpersonal relationship building * Excellent attention to detail * Analytical outlook, questioning where needed * Able to prioritise own workload * Can work to deadlines * Effective time management * Is comfortable working independently * Can show accuracy in technical work delivered * Can work and adapt work around technology * Can demonstrate an ability to innovate and share ideas

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MIRRAI CHAT LTD (Company No. 16403306)

71-75 Shelton Street, Covent Garden

London, WC2H 9JQ, UNITED KINGDOM

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