Role details

Private Client Tax Senior

Cheltenham   •   £25,000 - £38,000   •  Permanent

Bullet points

  • Fantastic local Accountancy Firm who provide an excellent supportive environment
  • Great opportunity to progress your career, work closely with excellent Partners

About Our Client

Our client are a superb local accountancy practice, who operate at the highest level of service and technology. They have a lovely refurbished office and great people that creates a vibrant and pleasant working environment.

Job Description

The responsibilities of this Private Client Tax Senior based in Cheltenham are:

* Builds good rapport with the client, with a clear understanding of client expectations and achieving high levels of client service.
* Provides general support to clients in the provision of tax advice.
* Regularly attends meetings; when appropriate, answering client queries. Takes minutes and proactively encourages the partner/manager to follow up on agreed actions.
* Tax Delivery
* Prepares tax returns and computations in conjunction with agreed timescales; ensures the efficient and risk managed delivery of compliance.
* Prepares and files ruling requests on behalf of the client.
* Supports managers on tax planning and other ad hoc projects.
* Can produce a well supported piece of technical research.
* Assists with the production of tax reports and reviewing documents.
* Acts as a point of contact on specific projects for any queries from the business.
* Client take-on / risk management
* Demonstrates sufficient technical knowledge to undertake relevant area of work.

The Successful Applicant

Our Client are looking for candidates for this Private Client Tax Senior role based in Cheltenham who are:

  • Must be driven, ambitious and enthusiastic
  • Ability to develop and maintain client relationships
  • Good social skills, numerical ability, problem-solving, and written English
  • A strong desire to learn
  • High level of analytical skills and a commercial approach to resolving issues and providing a advice
  • Strong interpersonal skills are required in addition to strong oral and written communication skills
  • Previous experience of advising clients will be advantageous

What's on Offer

Competitive salary (experience dependent)
Excellent Benefits package
Supportive working environment
Career Progression

Apply for this job

Click the Apply or LinkedIn button below or contact Connor Matthews on +44 117 927 1615 quoting job reference 13769141
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