Posted in: Finance in South East England | Posted: |
Robert Walters are pleased to have partnered with a leading practice firm based in Guildford, who are looking to add a Private Client Tax Senior to their growing wealth management team.
This team's key focus is on personal wealth management services include financial planning, investment management and advice, online execution-only investing and personal tax advice. The primary responsibility for this Tax Senior will be to ensure that the annual tax compliance work is completed and planning opportunities are identified for a portfolio of clients.
Client compliance work, this includes personal and trustees Tax Returns with business computations where relevant and related compliance work.
Client planning work, including identifying planning possibilities.
Yearly routine checks and compliance, to ensure organisational procedures on annual tax cycle are complied with.
Supervising and overseeing trainees, whilst also assisting other group members in professional work
Improve company strategy, assisting with suggestions of new ideas and approaches
Experience and qualifications:
ACA , ACCA , CA or CTA Qualified.
Experience with trust work, non-resident, non-domicile and partnership experience would be very beneficial.
Technical knowledge to include Trust taxation, CGT, IHT, business tax aspects
Commercial awareness and private client focus.
Possess the drive and ambition to progress internally
- 20,000 - 24,000 GBP/Year