Tax Senior – Private Client (COL035)

Purpose of the role:

As a Tax Senior, this role is about solidifying core technical expertise in your relevant field and applying it consistently to your work. We want to see you take more ownership of client work and begin contributing to team development and business growth. This role is a crucial stepping stone, where you consolidate technical skills while beginning to stretch into client and team leadership. Excellent teamwork and communication skills are essential. 

We operate a hybrid working model, so you may split your time between working from home, the office, and client sites when required. 

If completing your professional qualifications, we will of course support you in this regard and would anticipate that you be able to finalise your charted qualifications (i.e. CTA). We provide ongoing training to develop your ‘soft’ skills e.g. coaching and leadership, as well as access to Croner-i’s CPD and technical library and some elements of Mercia. 

Key tasks and responsibilities:

– Experience in preparation and / or review of IHT forms
 -Review of Tax Returns and other compliance documents. 
– Good technical knowledge of trust and estate work as well as inheritance tax.
 -Assist with training the team and providing constructive feedback and guidance on work. 

-Assist with relevant advisory and project work. 
 -Mentoring staff where required. 

Professional skills/qualifications:

-Qualified (ATT) and / or CTA (or studying towards). 
-Excellent communication skills at all levels including a wide range of stakeholders within the business. 
-Proficiency in tax software and Microsoft Office Suite. 

Please use the ‘Apply Now’ button to view the full role and benefits package.