Role details

Private Client Tax Supervisor

Cheltenham   •   £30,000 - £40,000   •  Permanent

Bullet points

  • Great opportunity to get full exposure to an advisory portfolio
  • Indepth involement with providing Tax planning and sound Tax advice

About Our Client

Crowe Clark Whitehill is a national audit, tax and advisory firm, trusted by hundreds of clients for our head for figures, with eight UK offices. We are also the UK member firm of Crowe Horwath International, a network of 200 firms in over 700 offices. Ranked as the ninth largest global accounting network.

The Cheltenham office, across all specialisms has grown to about 100 people and is still growing. Internal communications within the office and across discipline are very good. Partners are easy to talk to and are always on hand to hear and help anyone who should need it.

Each department has an open plan design, which drives the culture to be friendly and collaborative.

The tax team are particularly helpful and friendly internally as well as working collaboratively with other specialisms, trying to identify value added opportunities for their colleagues.

Ad hoc staff meetings - for which Partners provide lunch! This enables all staff a chance to find out what is going on locally and in the firm nationally. The office has a long standing tradition to raise donations for a charity. They do this by way of dress down on the 'Last Friday of month'. A social committee organises events for staff both inside and outside the office, and are always happy to hear new ideas!

The Cheltenham office is an Investor in People employer, committed to training and development, and has been since 1994.

Job Description

The key responsibilities of this Private Client Tax Supervisor based in the historic Cheltenham Office are:

Providing sound tax and tax planning advice, and completion of tax returns for clients, ensuring they receive an excellent level of service

  • Liaising with clients in writing and in person
  • Preparing complex tax returns on CCH
  • Reviewing tax returns completed by more junior members of staff
  • Drafting letters and e-mails providing tax planning and advice
  • Researching complex tax issues to assist senior staff members and partners
  • Training new staff members, as appropriate
  • Assisting with monthly billing
  • Keeping up to date with new tax legislation

Areas of expertise in which tax planning and advice are provided:-

  • Businesses - Capital allowances, tax efficient business structuring, sales/exit planning
  • High Net Worth Individuals - Family succession planning/IHT, trusts and estates, tax efficient investments (EIS/VCT), general tax mitigation
  • HMRC Enquiries - Dealing with enquiries with regard to client's tax returns
  • Capital Gains Tax - CGT deferral using EIS/rollover relief, Entrepreneur's Relief, incorporation relief, land transactions
  • International Matters - Residency, domicile, remittances, cross border transactions, tax equalisation for expatriate employees

The Successful Applicant

For this Private Client Tax Supervisor based in Cheltenham, Crowe Clark Whitehill are looking for candidates, who:

  • Want to progress within the firm
  • Hold responsibility for an advisory portfolio
  • Competent delivery of service to clients
  • Competent support to other members of the team, in terms of training, reviewing and

Previous experience required:

  • Must have previous UK experience of working within a Tax team
  • Completion of Tax Returns
  • Show the ability to communicate effectively with colleagues and clients

What's on Offer

  • Basic Salary: £30,000-£40,000
  • Competitive Benefits Package
    Full-time working hours are 37.5 per week. Start/finish times can be flexed, provided core hours of 10:00-16:30 are worked each day
  • Substantial training and development
  • Career progression to Manager and beyond

Apply for this job

Click the Apply or LinkedIn button below or contact Connor Matthews on +44 117 927 1615 quoting job reference 13738746
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