Role details

Private Client Assistant/Advisor

Droitwich   •   £18,000 - £25,000   •  Permanent

Bullet points

  • Are you ready to accelerate your tax career and work in a award winning practice
  • Wish to develop your private client knowledge in south Birmingham

About Our Client

Our client are Chartered Accountants was founded over 30 years ago. The business has grown every year since almost exclusively on the strength of recommendations from happy clients.

They now have over one hundred and thirty people on our team of specialists and are consistently growing.

Job Description

* Managing of allocation of clients - 400
* Preparation of work for juniors and apprentices
* Reviewing of processed work
* Mentoring and feedback to junior staff
* Preparation of ITR's
* Tax planning advice where applicable
* Technical research
* Dealing with HMRC post
* Dealing with client post
* Client meetings where applicable
* Checking tax positions up to date
* Ad hoc queries from clients
* Requesting SA 302's
* Mortgage reference preparation
* Chasing ITR return information
* Attend in-house training sessions
* Attend CPD courses & feedback to team
* Ad hoc investigation support

The Successful Applicant

* Strong interpersonal skills and the ability to communicate with all levels of staff
and clients.
* Computer skills with good working knowledge of MS Office.
* Ideally experience of IRIS software.
* Extensive work experience in Tax.
* Attention to detail and accuracy.
* Methodical approach and ability to maintain accurate records.
* Ability to work to tight deadlines.
* Good communication skills.
* Ability to work on own initiative.
* A willingness to learn new skills as systems and needs develop.

What's on Offer

Salary £18,000-25,000
Study support

Apply for this job

Click the Apply or LinkedIn button below or contact Jake Shephard on +44 121 634 6920 quoting job reference 13467938
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