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About the Company
Our client is looking for a capable and motivated Private Client Tax Advisor to join their team and help manage a growing portfolio of personal and trust tax clients. This is a compliance lead role with real breadth- you will be involved in a wide range of work , support the partners on tax planning matters, and develop your skills and experience in a collaborative and supportive environment
Preparation and submission of self-assessment tax returns for a varied portfolio of individual clients, including those with property income, investment income, and capital gains
Preparation and submission of a number of straightforward trust tax returns (SA900) as part of the wider compliance caseload
Managing tax payment schedules and dealing with routine HMRC correspondence on behalf of clients
Tax Planning Support
Assisting the partners in providing advice on inheritance tax (IHT), including common planning strategies such as gifts, exemptions, and the use of trusts
Supporting partners with capital gains tax (CGT) planning for clients, including residential property disposals and investment portfolios
Contributing to estate planning advice under partner supervision, helping to draft clear summaries and letters for clients
Overseas Property
Assisting clients who own property abroad with the UK tax treatment of overseas rental income and gains, with guidance from the partners where needed
Developing an awareness of relevant double tax treaties and when specialist overseas advice may be required