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AJ Chambers
,
Guildford, Surrey
Private Client Tax Adviser
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
A long-established, independent firm of chartered accountants are seeking a Private Client Tax Adviser for their office near Guildford. Reporting directly to the Tax Partner, this position offers excellent opportunities for career progression and a generous remuneration package. The Role As a Private Client Tax Adviser, you will manage a portfolio of clients, complete tax returns and identify tax planning opportunities, including estate planning. Day-to-day duties include: Manage a portfolio of clients, developing a good relationship with them, understanding their requirements and keeping the client partner aware of status and issues Monitor work-in-progress (WIP) Identify tax planning opportunities, including estate planning and mitigation of inheritance tax and us of trusts Assist partners and staff in quoting for new work, including identifying specification and time costs involved Completion of tax returns and other compliance services The Candidate ATT qualified and/or CTA part qualified. Qualified by experience will also be considered Minimum of 2 years personal tax experience in an accountancy practice Excellent interpersonal and communication skills are essential together with the ability to form strong client relationships Strong IT skills For more information on this Private Client Tax Adviser role, please contact Jodi King at AJ Chambers.