Private Client Tax Advisor

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Job description

My client in Oxford is in need of an Private Client Tax Advisor due to expansion.

The Role

Your key responsibilities will include:

Managing a portfolio of personal tax clients and ensuring compliance with HM Revenue & Customs and in-house deadlines

Preparing and processing tax returns and P11Ds from information provided

Calculation and advice of liabilities, together with due dates of payment to client

Assisting with client queries and providing ad hoc advice where requested

Billing personal portfolio clients after work completed

Dealing with correspondence, telephone calls and arranging and attending meetings with clients and potential clients

Assisting partners and staff members with technical queries

Providing assistance to junior members of the team where appropriate

Assisting in the preparation of technical reports in relation to income tax, capital gains tax and inheritance tax

Dealing with HMRC correspondence, telephone calls and enquiries

General support to the tax team as required

What we can offer you

Hybrid and flexible working

Exposure to a broad range of clients across many industry sectors such as healthcare, property, advertising and PR. These will include sole traders, partnerships, landlords and trusts

A Line Manager who will work closely with you to support your development and provide day to day guidance

A varied role in a talented and experienced team

Joining a company with an exciting growth plan ahead

Plenty of opportunities to increase your technical knowledge and skills

A tailored career progression plan

Competitive salary and benefits package including pension, life assurance, health cash plan, retail discount scheme, electric vehicles salary sacrifice, and cycle to work scheme

Generous core holiday allowance plus holiday trading, flexible bank holidays and additional holiday with service

Wellbeing programme with regular events and activities focused on your physical and mental wellbeing. We also offer all employees a Wellbeing Day each year a day dedicated to boosting your wellbeing

A comprehensive induction to help you get up to speed

About You

Experience within a private client tax team

Ideally ATT qualified

A Self-starter with a with a high level of resilience and attention to detail

Strong interpersonal and communication skills, both written and verbal

Organised and able to manage multiple projects simultaneously

Strong aptitude for IT - able to pick up new technology quickly

Can do attitude, positive and commercial approach

Confident, tactful and discreet manner

Strong team spirit but also effective working independently

Location: Farnham

Salary: £50,000

Please respond with your most up to date CV to be considered.

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