Private Client Tax Senior roleWell established firm in GodalmingAbout Our Client
The organisation is a well-established professional services firm with a respected presence in the industry. It operates on a small-sized scale, offering tailored services to its clients with a focus on quality and expertise.
Job Description
Manage a portfolio of private clients, ensuring timely and accurate tax compliance.Prepare and review self-assessment tax returns for individuals, trusts, and estates.Advise clients on tax-efficient strategies and planning opportunities.Provide support with inheritance tax and capital gains tax matters.Act as the main point of contact for client queries and correspondence with HMRC.Assist with technical research and prepare advisory reports for clients.Collaborate with colleagues to ensure seamless service delivery.Stay updated on changes i...