Private Client Tax Senior (Qualified/Part-Qualified)

at  Francis Clark LLP

IN A NUTSHELL

Are you ready to make a real difference? Step into a role where your expertise will shine as you provide top-notch tax advice to high-net-worth individuals and owner-managed businesses. You’ll enjoy a collaborative environment, opportunities for professional growth, and the chance to work with a diverse range of clients. If you’re passionate about tax and eager to grow, we want to hear from you!

• Assist in preparing tax returns for private clients, including high-net-worth individuals, and possibly some non-residents, non-domiciled individuals, trusts, and estates.
• Provide high-quality tax advice to clients, supporting the Partner and Director team.
• Collate and maintain client information and prepare data for tax advisory projects.
• Communicate with clients regarding their tax issues and liabilities, referring unresolved issues to the appropriate Manager.
• Produce work for Manager review, highlighting technical or client-specific issues and recommending solutions.
• Adhere to tax procedures and compliance requirements, ensuring accurate recording of hours and meeting budgets.
• Become proficient in using various software, including Excel, Word, and tax packages.