Private Client Tax Senior
About Us
We are proud to hold the Investors in People Gold accreditation and to be recognised by The Sunday Times as one of the Best Places to Work. This reflects our commitment to fostering an environment where both emerging and experienced talent can continuously learn, develop, and grow.
The Role
We are now recruiting for a Tax Senior to work as part of the Private Client Team delivering Tax advisory projects to our clients, with specific focus on the North East Market. The successful candidate will be based at our growing Leeds city centre office.
The main elements of this role will include but not be limited to:
- Having involvement with and being responsible for obtaining information from clients in relation to tax advisory projects as well as communicating with other service lines, keeping them up to date with progress of the project and dealing with / communicating with third parties
- Assisting the Private Client Team with the provision of advice to clients including Capital Gains Tax, IHT, income tax planning, business restructuring, estates and trusts and stamp duty land tax as appropriate
- Supporting clients with their ongoing compliance needs
- Identifying advisory opportunities from the compliance portfolio
- Supporting senior tax team in dealing with adhoc queries from the wider business
- Keeping up to date with taxation legislation and identify potential issues, bringing those issues to the attention of the Senior Tax Manager, Tax Director / Tax Partner as appropriate
- Onboarding new clients and being responsible for drafting risk management documentation on all matters
The Candidate
In order to fulfil the responsibilities of the position, we would like candidates to be / have:
- AAT / ATT qualified as a minimum
- A Full UK Driving Licence (Desirable)
- Practical knowledge of Private Client Tax
- Experience of dealing directly with clients and ensuring they receive an outstanding level of service
- Excellent communication skills (in both verbal and written form) as they will need to be able to deal directly with clients and colleagues within other service lines across the firm
The Benefits
- Smart Working Policy, giving you the ability to balance home and remote working
- Employee Assistance Programme (24/7 confidential support for wellbeing and health)
- Paid flu jabs and eye tests
- Introductory Commission Scheme (financial reward if you refer a new client)
- Paid professional membership fees
When you're with us... we're with you.