Private Client Tax Senior

Private Client Tax Senior
Ely
Salary £35,000 - £50,000

Butler Rose is assisting our client, a prominent and well-established firm of chartered accountants, seeking a Tax Senior to join its Ely office. This role is ideal for someone with experience in tax compliance and a keen eye for detail, particularly for personal tax clients and trusts. The role combines compliance and advisory responsibilities, offering opportunities for professional growth.

Role Responsibilities

• Preparation and submission of self-assessment tax returns, including detailed capital gains computations and schedules of income from property.
• Completion and submission of 60-day CGT returns and associated advisory work.
• Monitoring tax cycles to ensure deadlines are met.
• Preparation of IHT100 forms for trusts and CGT on UK property returns.
• Assisting with the Statutory Residence Test reviews and tax filings for non-resident individuals.
• Provide tax planning advice, particularly regarding Inheritance Tax and trust-related matters.
• Assist with ad-hoc advisory projects, including property transactions and trust registration service.
• Support Partners on complex client matters, including acquisitions and reorganisations.
• Manage your own portfolio of clients, ensuring regular contact and high-quality service.
• Develop client relationships through meetings, telephone, and electronic communication.
• Identify opportunities for additional services.
• Provide technical guidance to colleagues and support cross-departmental projects.
• Actively contribute to business development initiatives.

Personal Requirements

• ATT qualified or qualified by experience, with an interest in pursuing CTA qualifications.
• Strong technical knowledge and experience in trusts and personal tax compliance.
• Excellent communication skills to explain complex matters clearly and effectively.
• Self-motivated and able to work independently or as part of a team.
• Commercially minded, with a focus on client satisfaction and business growth.

Benefits

• Competitive salary based on experience.
• Generous annual leave entitlement.
• Flexible working arrangements.
• Comprehensive professional development, including training courses and leadership programs.
• Health and wellbeing benefits, including a cashback plan for dental, optical, and physiotherapy treatments.
• Enhanced sick pay and income protection for long-term illnesses.
• Life assurance and tax-efficient pension schemes.
• Team social events and a robust wellbeing program.

If you think this could be a great fit for you, apply today to have your CV considered. Alternatively, contact Lee Rowson on to arrange an informal chat.

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This role is advertised by Lee Rowson, Butler Rose (AGY)

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.