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Private Client (FS) Senior

Big 4: Private Client Tax Senior (Financial Services)

About the Position

Join the Financial Services Tax team, specifically within Private Client Tax, offers a chance to assist clients in fulfilling their tax responsibilities while managing the tax implications of their international activities. You'll provide guidance on UK tax matters and act as a trusted advisor, considering tax impacts on financial decisions. Additionally, you'll help clients understand tax jurisdictions and advise on the tax consequences of fund movements.

The team supports private clients in navigating the evolving and intricate UK tax landscape, as well as managing international tax issues related to strict reporting requirements. Assist clients with tax structuring and address the challenges posed by the ever-changing tax environment.

Daily Responsibilities:

  • Serve as the primary contact for clients, addressing their issues and questions.
  • Clarify client positions and reconcile notices or letters.
  • Conduct initial reviews of complex UK tax returns.
  • Ensure calculations and reports clearly reflect the thought process, proactively highlighting any areas needing further attention from senior management. Explain and document the client's final position.
  • Research, make, and propose decisions on reporting methods, providing reasoning.
  • Review proposed bills.

Candidate:

  • Proficient in UK Tax.
  • Experienced in working with Private Clients.
  • Holds ACA/CTA or ATT qualification or has relevant work experience.

Benefits

Regardless of your career stage or personal circumstances, the benefits are designed to add value and support, recognizing and rewarding your contributions fairly. A range of benefits, including flexible working arrangements split between the office, home, and client sites; private medical cover with 24/7 access to a virtual GP; six volunteering days per year, and more.

If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply. https://www.ambition.co.uk/refer-a-friend