Private Client Tax Senior

AJ Chambers
Guildford, Surrey
27 May 2021
26 Jun 2021
Job Role
Accountant, Tax

Private Client Tax Senior

The firm, a Top 10 practice, has provided tailored financial and professional services to private clients and their business interests for over a century. They serve clients including individuals, families, entrepreneurs, charities, trustees, professional advisers and businesses from multiple offices in the UK.

Role Profile

To ensure that the annual tax compliance work is completed and planning opportunities are identified for a portfolio of clients.

Key Responsibilities:

  • Client compliance work - work to be completed includes personal and trustees Tax Returns with business computations where relevant and related compliance work. Trust work, non-resident, non-domicile and partnership experience will be useful.
  • Client planning work. Identifying planning possibilities, eg. beneficial elections and claims, re-distribution of family assets.
  • Yearly routine checks and compliance. Ensuring S&W procedures on annual tax cycle are complied with and billing responsibility
  • Training and personal development. In house training as appropriate. (Likely to be recently qualified CTA, or qualified by experience)
  • Supervising trainees. Overseeing trainees but also working with other seniors. Assisting other group members in professional work
  • Strategy – assisting with suggestions of new ideas and approaches

Key Competencies:

  • Planning and Organising
  • In depth knowledge of computer systems including Word, Excel and ideally Digita or similar
  • Excellent communication skills - ability to write letters explaining complicated planning issues as well as verbal communication skills
  • Judgement - knowing when to initiate planning issues
  • Problem solving, when faced with technical/practical problems, need to know where to look for guidance/who to contact for assistance
  • Technical expertise - need an awareness of planning options as well as good compliance skills

Key Experience/Skills:

  • CTA qualified or equivalent qualification.
  • Technical knowledge to include Trust taxation, CGT, IHT, business tax aspects.
  • Problem solving, when faced with technical/practical problems, need to know where to look for guidance/who to contact for assistance.
  • Commercial awareness and private client focus.

For more information on this opportunity please either apply, or contact Jodi King at AJ Chambers.

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