Private Client Tax Senior or PQ Trainee in London

Private Client Tax Senior or PQ Trainee

Job description

Smith & Williamson

For over a century, Smith & Williamson has provided tailored financial and professional services to private clients and their business interests. Today, the firm is one of the largest independently owned investment managers in the UK in addition to being the country’s eighth largest accounting firm. Its 1,900 staff serve clients including individuals, families, entrepreneurs, charities, trustees, professional advisers and businesses from 13 offices in the UK, Ireland and Jersey.


Our London office, based in the City, provides leading edge advice to private clients, professional practices, mid to large corporates and non-profit organisations.

From the London office we provide the full range of our services: business advisory services, corporate finance, corporate recovery, corporate tax, forensic services and litigation support, investment management, pensions and financial planning and advice on personal tax and trusts.

Private Client Tax Services

Many individuals seek help with their taxes whether it is due to lack of time, the complexity of the annual tax return process or to find tax efficient strategies. Whatever the reason, we can help individuals from all walks of life with all the tax issues they may face. We can deal with compliance obligations and reporting requirements while also offering high level planning advice on a domestic and international level.

Role Profile

Purpose of role:

To ensure that the annual tax compliance work is completed and planning opportunities are identified and delivered for a portfolio of clients.

Key responsibilities:

Client compliance work

  • Delivering high quality service to clients
  • Responsible for a portfolio of clients which may including sole traders, partners, HNWIs, non UK domiciliaries, partnerships, non-residents and trusts
  • Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations
  • Ensuring all beneficial elections and claims are made
  • Client planning work

  • Identifying possible planning possibilities
  • Preparing reports for clients
  • Attendance at client meetings
  • Answering client ad-hoc questions and enquiries in respect of their personal tax affairs
  • Yearly routine checks and compliance

  • Ensuring S&W procedures on annual tax cycle are complied with
  • Collating and maintaining client information
  • Client billing and time analysis
  • Training and personal development

  • In house technical and soft skills training as appropriate. (Likely to be CTA qualified)
  • Supervising trainees

  • Overseeing trainees and reviewing work
  • Assisting other group members in professional work
  • Providing feedback for trainees appraisals
  • Key Competencies:

  • Planning and Organising: must be able to plan workload in order to prioritise work to meet conflicting deadlines and cope with pressure.
  • Written and verbal communication: good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner. Must have good inter-personal skills to be able to liaise with clients and other staff members.
  • Customer Focus: meeting deadlines and responding to client needs.
  • Team work: provide link in chain to supervise staff members below and support managers and partners above.
  • Technical Expertise: maintain technical knowledge obtained from exam qualifications
  • Candidate Profile

    Education/Qualifications :

  • Professionally qualified or part-qualified CTA, ACA or equivalent qualification
  • Key Experience/Skills:

  • Significant experience gained within a professional services firm
  • Good knowledge of private tax compliance and ideally some exposure to planning/advisory work
  • Technical knowledge to include CGT, IHT, business tax aspects. Non-resident, non-domicile and partnership experience will be useful
  • Ability to write letters explaining complicated planning issues as well as verbal communication skills
  • Computer literate using a range of applications/programmes ideally including Digita software

  • Extra information

    Education Level
    Working hours per week
    4 - 40
    Type of Contract
    Casual / Part Time Jobs
    Published at
    Profession Sub-category
    Customer Service
    Full UK/EU driving license preferred
    Car Preferred
    Must be eligible to work in the EU
    Cover Letter Required
  • London | Customer Service Jobs | Casual / Part Time Jobs | Other

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