Location
St Albans, Hertfordshire | United Kingdom
Job description
Key Responsibilities
- Manage a diverse portfolio of high net worth private clients, and small number of Non doms, and Trusts.
- Dealing with all aspects of income tax (including National Insurance) and capital gains tax including reviewing PAYE coding notices where appropriate.
- Reviewing Self-Assessment tax returns prepared by other members of staff for approval by the client and electronically filing them.
- Liaising with clients on routine and ad-hoc assignments including correspondence by email, telephone and face to face meetings. Matters to include inheritance tax, income tax and capital gains tax.
- Assisting partners on the delivery of advisory work which will include the preparation of reports on matters such as IHT planning, residence, UK trusts, appropriate business structure.
- Stay updated on the latest tax legislation and its potential impact on clients.
- Contribute to business development activities within the tax department.
- Foster a positive working environment, promoting teamwork and collaboration.
- Maintain high standards of work, adhering to the firm's quality control procedures.
Job tags
Salary
£61k - £70k per annum
