Job Opportunities API

Tax Salary: Competitive Firm: Moore Kingston Smith Career Stage: Experienced Professional Location: City of London Contract Type: Permanent Closing Date: Dec 29, 2023 2:19 pm Job description Purpose of the role Our Private Client Tax department are looking for a Tax Senior to join their exciting and growing team. We are looking for someone to manage a varied personal client tax portfolio dealing with all routine personal tax compliance and ad hoc advisory work. The role requires you to take ownership of the day-to-day running of a personal client portfolio under the guidance of a Supervisor/Manager. A candidate with at least three years personal tax experience and a track record of portfolio management is preferred. Key responsibilities • Managing a Private Client portfolio, consisting of a mix of clients with multiple sources of earned and investment income. • A key point of contact for the client. • Dealing with partnerships and high net worth individuals. • Dealing with a range of capital gains tax issues. • Assisting with or dealing with the delivery of technical advisory work on the portfolio. • Assisting with one off advisory and compliance assignments. • Assisting at client meetings. • Dealing with new client set up procedures, letters of engagement and client ID procedures. • Proposing and raising client bills and reviewing WIP.