Private Client Executive

Location
England, London
Salary
£32000 - £36000 per annum
Posted
31 Oct 2018
Closes
30 Nov 2018
Ref
13966024/001
Contact
Anna-Marie Tucker
Job Role
Tax
Professional Membership
ACA (ICAEW), ACCA, ATT, CTA
Contract Type
Permanent


My client is a top 10 accountancy firm with one of the best Private client teams in London. They are a go to firm with established relationships.

Client Details



Private Client Services aims to be viewed as a leading provider of 'one-stop shop' private client services



The Private Client Tax department deals with tax planning and compliance for individuals and their related structures



Description

  • Manage all aspects of tax compliance for a limited number of straightforward clients
  • Calculate tax liabilities and ensure that tax payments are correct and made on time
  • Maintain an up to date client status schedule
  • Monitor WIP, prepare fee proposals for consideration by partners/managers, and chase debts
  • Assist in dealing with HMRC correspondence with regards to client queries including obtaining relevant or requested information


  • Liaise with senior team members to regularly communicate progress of work
  • Start to develop an awareness of UK taxation and accounting matters, including accounting standards and double entry book-keeping
  • Assist with general administrative duties


Other
  • Be aware of and comply with the firm's policies at all times
  • Record time accurately using the Practice Management System
  • Any other duties appropriate to the grade and level of responsibility of this post, for which the post holder has the necessary experience and/or training
  • Be aware of the firm's risk management and practice assurance procedures and ensure compliance
  • Ensure continuing professional development is up to date at all times


Profile



  • Study an accountancy qualification (ACA / ACCA / CIMA or equivalent)




  • Basic technical and analytical skills




  • Team worker / people management skills




  • Good communication and presentation skills




  • Strong organisational and time management skills




  • Proven planning and prioritising skills




  • Able to meet deadlines, multi task and work under pressure with accuracy and focus




  • Competent at using MS Office; Word and Excel






Job Offer

Competitive package and study

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