James Cowper Kreston has an exciting opportunity in their Private Client Tax team. The team are growing due to increased success and are now looking to bring in a new team member.
The role will involve assisting managers and directors with their portfolios of personal tax clients including HNWIs, company directors and sole traders, ensuring that all compliance work is completed on time, accurately and efficiently.
As well as the day-to-day compliance work, you will be involved with the provision of tax planning advice.
The ideal candidate will be ATT qualified and currently studying towards CTA and have a wealth of experience in Personal Tax work. Those qualified by experience will also be considered.
This is a fantastic opportunity for the successful individual to join our well-regarded and forward-thinking firm in a mixed compliance and advisory role, where there will be genuine scope for career development.
Duties & Responsibilities:
Preparation and submission of personal tax returns for individuals, partnerships, and trusts – managing a portfolio of c. 200 clients
Identifying tax planning opportunities and involvement with ad hoc tax planning projects
Liaising with HMRC on behalf of clients
Managing your workflow and deadlines
Building client relationships
Providing training, guidance, and support to junior staff
Skills:
ATT qualified and/or CTA qualified
Good Personal Tax experience with a varied tax compliance background
Great listening and problem-solving skills
Well organised and able to manage multiple activities simultaneously
Ability to work to tight deadlines and prioritise under pressure
Strong accuracy and attention to detail
