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Private Client Tax Executive

  • Location

    Reading

  • Sector:

    Tax, Personal Tax

  • Contract Type:

    Permanent

  • Salary:

    Highly Competitive

  • Contact:

    Richard Clark

  • Contact email:

    richard@clark-wood.co.uk

  • Contact phone:

    +44 (0) 7796 543596

  • Job ref:

    RC-14920

  • Published:

    about 1 month ago

  • Expiry date:

    2024-02-16

  • Startdate:

    ASAP

  • Consultant:

    ConsultantDrop

Private Client Tax Executive – Reading

We're looking to speak with an experienced Personal Tax/ Private Client Tax Senior or Supervisor who has experience of both compliance and advisory work. ATT Qualified or CTA Qualified. This role is with one of the UK's Top 50 accountancy firm, one of the UK's most respected professional services companies.

The role will involve managing and growing a portfolio of clients for whom you will be responsible for undertaking both compliance work, in the shape of preparation and review of personal tax, trust and partnership tax returns, as well as having involvement in advisory and planning work for a range of clients including private individuals, multi-generational families and very high net worth individuals.

This role will provide the chance to get involved in some high-level advisory work for some very interesting, prestigious & famous clients.

The ideal candidate will be CTA &/or ATT Qualified.

The Reading office is commutable from areas all across Berkshire, Oxfordshire, Hampshire and Buckinghamshire: Newbury, Oxford, Slough, Basingstoke, Bracknell, Farnborough etc.

Duties & Responsibilities:

Preparing tax returns for HNWI, UHNWIs; Preparation of partnership tax returns and trusts

Managing a portfolio of clients, acting as the main point of contact

Identifying tax planning opportunities for individuals and trusts

Assisting a tax partner with tax consulting work relevant to HNWI and trusts

#CW1123

For further information on this role please contact Richard Clark at Clark Wood - richard@clark-wood.co.uk / 01173 291052​