IPSWICH

£30,000 - £42,000
An established and people-focused accountancy practice is looking for a motivated and detail-driven Private Client Tax Senior to strengthen its well-established team. You’ll play a key role in managing a varied portfolio of individuals and/or trust clients, providing compliance support and offering practical tax planning advice.
The position will allow you to be hands-on with personal tax returns, review colleagues’ work and partner with senior managers and partners on advisory projects. This is a fantastic opportunity for someone who enjoys building client relationships, working collaboratively and helping drive improvements across a busy and growing department.

PERSONAL REQUIREMENTS

• ATT or CTA qualified (or equivalent).
• Considerable post-qualification experience gained in practice.
• Strong portfolio management skills and the ability to handle competing priorities.
• Confident communicator, both in writing and verbally.
• Experience mentoring or coaching colleagues is highly desirable.
• Organised, self-motivated and proactive in identifying solutions.
• A strong client-service ethos with the ability to maintain confidentiality.
• Positive, ‘can-do’ attitude with initiative and flexibility.

• Take ownership of a diverse client portfolio, including both compliance and advisory work.
• Prepare and review Self-Assessment tax returns and related computations.
• Provide clear, proactive tax planning advice tailored to each client.
• Support colleagues by mentoring junior staff and contributing to their professional development.
• Assist with recruitment and help to shape a positive, high-performing team culture.
• Identify opportunities for improving departmental processes and embrace technology to enhance efficiency.
• Build and maintain strong client relationships, spotting opportunities for cross-departmental collaboration.
• Represent the firm at networking and marketing events, acting as a professional ambassador.