Back to Job Search

Private Client Tax Advisor

Job Description

Private Client Tax Advisor
Location: Lancashire
Contract: Permanent
Salary: £25,000-£40,000
Start Date: ASAP
*Hybrid Working*
Contact: anas.master@servicecare.org.uk

Job Description
Service Care Finance are currently recruiting on behalf of an established Chartered Accountancy firm in Lancashire who are offering a hybrid working opportunity and are looking for a Private Client Tax Advisor to join the team on a Permanent basis. The Private Client Tax Advisor will be responsible for the delivery of tax compliance services to a portfolio of individuals, partnerships and trust. You will be contributing to advice whilst working on all aspects of personal tax matters within the allocated portfolio of clients. You will also be working within a wider tax team, alongside other private client and corporate tax departments, and supporting the Directors within the firm.

Main Responsibilities

  • Responsible for a general portfolio of personal tax clients and dealing with compliance matters including preparation and submission of annual Tax Returns of all allocated clients; ensuring all are compliant with tax regulations.
  • Developing and maintaining strong relationships with clients and understanding the client's business in order to identify areas for the provision of tax and other services.
  • Provide tax advice to clients, in a supported environment, which may include legislative changes or tax efficient planning advice where appropriate.
  • Assisting with ad hoc project work, that may include work on P11Ds and working across teams within the private client practice.
  • Liaising with HMRC and clients on all personal tax issues.

Candidate Criteria

  • 3+ years' experience within a private client role.
  • ATT qualified.
  • Proficient in undertaking research of technical legislation, HMRC manuals and guidance.
  • Experience in preparing self-assessment tax returns for individuals, partnerships and trusts.
  • Excellent communication skills and proficiency in Microsoft Office applications.
  • High level of personal integrity and honesty.

If you are interested in the role, or know of anyone who may be, please contact Anas at Service Care Solutions on 01772 208969 or email anas.master@servicecare.org.uk

Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.