Job Description

Our client is a highly successful business that offers a wide range of services including accounting, audit, business insolvency, bookkeeping, HR advice, payroll management, personal and business tax planning, personal financial planning, corporate finance and company secretarial services.

Your responsibilities will include assisting with the compliance and advisory requirements of a number of mainly Private Client Individuals and in addition some trust tax returns, with a view to take on your own portfolio and manage your own client relationships.

You will be assisting with tax planning for high-net-worth individuals with a view to build your knowledge and experience. Whilst the first few months this would be office based, there is the potential for some homeworking thereafter.

Responsibilities:

• Managing a portfolio and assisting other staff members with personal and trust tax returns to include monitoring of billing and work in progress
• Assisting in the review of tax returns by more junior members of staff
• Involvement in general tax planning issues including Capital Gains Tax and Inheritance Tax planning and day-to-day tax advice
• Assisting colleagues with high-level tax planning with a view to develop your knowledge and experience over time.
• To liaise proactively with clients
• To assist in marketing Private Client taxation services
• To attend networking events, in order to promote the Firm, as required

Required Knowledge, Skills, and Abilities

• Qualified or part qualified ACCA, ACA or ATT, or qualified by experience
• At least 2 years’ experience in accountancy background
• Personal Tax Experience
• Confident and well organized
• Excellent verbal and written communications skills with ability to communicate at all levels
• Good IT Skills
• Thorough and methodical approach to work
• Excellent problem-solving skills
• Ability to work well under pressure
• Adaptable and takes initiative
• Ability to work well within a team and assist with work not specifically on your own allocation
• Supports the development and training of junior team members