The role requires responsibility for a portfolio of private clients. Working closely with Partners and Client Relationship managers to shape and deliver the objectives of the Private Client Team. Management of the department's compliance function and ensuring adherence to internal policy and procedures. Engage with our JC Wealth advisors and other departments to deliver a comprehensive service offering. Responsibility for fees, identification and implementation of private client advisory services. Supervision and training of Tax Seniors and Assistants and reviewing of their work.
The successful candidate will be responsible for and will have experience of (including but not limited to):
The successful candidate will have the ability to complete tasks on an accurate and timely basis, prioritise conflicting deadlines and work proactively, as well as, communicate effectively at all levels, internally and externally.
The successful candidate will also have a good working knowledge of UK tax legislation, project and time management skills where they are used to working to tight deadlines and budgets, and the ability and interest in understanding the client's business. They will be confident in client-facing situations and be IT literate with a good working knowledge of Excel and Word.
The successful candidate will have personal tax experience with working knowledge of other taxes and practical experience of using software systems in the preparation of personal and company tax returns. They will have qualified in CTA, CA, ATT, or an equivalent qualification, with evidence of Continuing Professional Development.