Private Client Tax Consultant

Guildford

About You

• It is anticipated that the successful candidate will be CTA qualified or otherwise qualified (or training towards CTA).
• You will have a good style in communicating - both on the telephone and in writing.
• You will have wide technical knowledge and practical experience of issues.
• It is essential you are a team player, with an enthusiastic and willing attitude.

About The Role

Compliance service to clients, principally consisting of Tax Return completion.

Duties include:

• Completing personal tax returns
• Ensuring necessary claims and elections are made
• Monitoring time limits and computer administration systems
• Undertaking tax planning and providing proactive advice to clients
• Assisting partners in one-off projects
• Responsibility for billing and preparing budgets
• Ensuring Smith & Williamson procedures are followed
• Ensuring HM Revenue & Customs procedures are followed
• Assisting staff understanding
• Reviewing returns and computations prepared by junior staff
• On the job training on a one-to-one basis
• Dealing with staff questions
• Reading, internal and external seminars

About Our Client

This client of Howett Thorpe was founded over a century ago and is now amongst the ten largest firms in the UK. They specialise in managing the financial affairs of private clients and their business interests. Their investment management business has nearly £9 billion funds under management and advice. They have the primary aim of helping their clients achieve their financial ambitions, both corporate and personal. Their clients are varied – private individuals, mid-large businesses, professional practices and non-profit organisations.

Things you should know

Based centrally in Guildford, close to parking and the rail and bus stations; the excellent shopping and social activities in Guildford are also easily accessible.

In addition to a competitive salary, study support and a comprehensive benefit package which will include full study support if required, you will enjoy career progression opportunities and a wide variety of subsidised social activities.