KEY REQUIREMENTS:

The ideal candidate will be quality-focused and dedicated to delivering exceptional service. Key requirements include:

• ATT qualified (CTA qualification preferred).
• Extensive experience managing a portfolio of tax clients.
• Strong knowledge of tax planning for SMEs and high-net-worth individuals.
• Excellent interpersonal and communication skills with a client-centric approach.
• Proven ability to manage and mentor team members.
• A proactive and commercially minded outlook.
• Competent in using relevant tax software and tools.

ABOUT THE ROLE:

Are you an experienced and driven tax professional looking to advance your career? Join us as a Tax Senior, where you’ll provide expert advisory and compliance services to a portfolio of clients, building lasting relationships and delivering high-quality solutions to meet their tax needs.

KEY RESPONSIBILITIES:

As a Tax Senior, your key responsibilities will include:

• Managing a portfolio of clients, providing tax services that meet and exceed their expectations.
• Preparing tax returns in line with Xeinadin’s standard procedures, ensuring accuracy and compliance.
• Advising SME limited companies, larger partnerships, and high-net-worth individuals (HNWIs) on detailed and complex tax issues, including CGT, IHT, personal, and business tax planning.
• Building strong client relationships to deliver innovative and forward-thinking solutions.
• Acting as a line manager for junior team members, mentoring them and reviewing their work.
• Ensuring all deliverables are completed within agreed timeframes and budgets.
• Representing Xeinadin professionally, both internally and externally, through appearance, conduct, and attitude.
• Keeping up to date with changes in tax legislation to ensure clients receive the best possible advice.