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: eamon@ircfs.com

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! eamon@ircfs.com 

We look forward to starting your journey with you!