Overview
Private Client Tax Executive – Reading
We're looking to speak with an experienced Personal Tax/ Private Client Tax Senior or Supervisor who has experience of both compliance and advisory work. ATT Qualified or CTA Qualified. This role is with one of the UK's Top 20 accountancy firm, one of the UK's most respected professional services companies.
The role will involve managing and growing a portfolio of clients for whom you will be responsible for undertaking both compliance work, in the shape of preparation and review of personal tax, trust and partnership tax returns, as well as having involvement in advisory and planning work for a range of clients including private individuals, multi-generational families and very high net worth individuals.
This role will provide the chance to get involved in some high-level advisory work for some very interesting, prestigious & famous clients.
The ideal candidate will be CTA &/or ATT Qualified.
Duties & Responsibilities:
Preparing tax returns for HNWI, UHNWIs; Preparation of partnership tax returns and trusts
Managing a portfolio of clients, acting as the main point of contact
Identifying tax planning opportunities for individuals and trusts
Assisting a tax partner with tax consulting work relevant to HNWI and trusts
For further information on this role please contact Richard Clark at Clark Wood – (phone number removed)
