Private Client Supervisor

Recruiter
AJ Chambers
Location
West London, London
Salary
35000.0000
Posted
08 Jul 2017
Closes
07 Aug 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

We are looking for an experienced Private Client Tax Team Professional to join our central London office.

JOB TITLE: Private Client Tax Team Member

REPORTING TO: Personal Tax Manager

THE ROLE

With this opportunity you will get involved in a good mix of complex compliance and advisory work and will work closely with the senior tax team on a range of projects, including Inheritance Tax, Trusts and Estate planning.

CORE RESPONSIBILITIES

· Request Tax Return information from the client or relevant parties

· Prepare and generate Tax Returns using CCH

· Undertake tax consultancy projects, which will include letter and report writing to a wide range of audiences

· Identify tax planning opportunities from your portfolio

· Carry out technical research

· Monitor WIP and raise bills in a timely fashion

SKILLS AND EXPERIENCE

Desirable

· Varied practical and technical personal tax knowledge for OMBs and HNWI client base (including domiciled and non-domiciled individuals)

· CTA qualified

· IT literate (Excel, Word, CCH Personal Tax)

· Excellent verbal and written communicator with confidence in client-facing role

· Commercial awareness/client focus

· Ability to work to changing priorities, solve problems and make decisions

· Evidence of good report writing

· Strong technical research ability

· Previous experience in a professional services environment