Tax Executive - Private Clients

  • Job Reference: 00001160-1
  • Date Posted: 3 May 2024
  • Recruiter: Independent Resourcing Consultancy
  • Location: Bury St. Edmunds
  • Remote Working: Some remote working possible
  • Salary: On Application
  • Bonus/Benefits: Competitive Salary
  • Sector: Accountancy
  • Job Type: Permanent
  • Contact: Eamon Behan
  • Email:

Job Description

This Hybrid position entails managing a diverse client portfolio across different regions, including East Anglia, the home counties, London, and international clients. The primary focus will be on private clients and owner-managed businesses. Additionally, there may be opportunities to handle trust-related work and matters related to residence and domicile.

What you’ll be doing

  • Managing Client Portfolio:
    • Ensure compliance deadlines are met for clients.
    • Deliver high-quality client service through meetings, phone calls, and written correspondence.
  • Client Acquisition:
    • Onboard new clients via the firm’s website, email, phone inquiries, and marketing efforts (including social media promotion).
  • Tax Return Preparation:
    • Prepare complex self-assessment tax returns and related tax calculations for high-value clients and partnerships using the firm’s software (CCH).
    • Review non-complex self-assessment tax returns prepared by junior staff.
  • Compliance and Documentation:
    • Maintain digital tax compliance and permanent files according to the firm’s guidance.
    • Handle all related correspondence with clients, HM Revenue & Customs, and third parties.
  • Tax Advisory Support:
    • Assist with planning projects and research technical tax issues.
    • Draft clear, concise, and accurate advisory letters for review by senior staff.
  • Training and Risk Management:
    • Train junior staff and provide feedback.
    • Adhere to internal risk management procedures, including anti-money laundering protocols.
  • Productivity and Targets:
    • Manage your own work in progress (WIP) allocation.
    • Meet productivity, recoverability, and fee income targets.
  • Collaboration:
    • Work closely with other departments and tax team members to provide a cohesive service.

Desired skills

  • Minimum 2-3 years of experience in a tax role, encompassing self-assessment, tax computations, and advisory work.
  • ACCA / ACA / CTA or qualified by experience.

In Return

  • Competitive Salary & Benefits 

Next Steps 

Does this sound like an opportunity that aligns with your career ambitions? 

For this immediate opportunity please forward your CV to Eamon Behan today! 

We look forward to starting your journey with you!