Private Client Senior Tax Executive / Senior Tax Manager

We are a leading independent practice in York, having a significant presence in Yorkshire, as a long established, yet growing accountancy, tax and business advisory firm.

Role overview

Working within our tax department, our expanding Private Client Team manages the complex tax affairs of individuals, families, trusts and businesses, and landed estates. You will provide taxation services to an allocated diverse portfolio of clients, having opportunities to build strong client relationships as their trusted advisor, in a role and environment where you can progress your career. Responsibilities will include:

Preparation and reviewing of trust and personal tax returns, assisted by other members of the team as appropriate
Dealing with the Trust Registration Service
Reporting property disposals under the 60 day reporting regime
Preparation of inheritance tax returns for relevant property trusts
Tax advisory work
Dealing with HMRC enquiries
Building and maintaining client relationships
Identifying tax planning opportunities
Provide training support to other team members
Person specification / Academic requirements

You will be STEP/CTA/ACA/ACCA qualified with experience working in trust or personal tax compliance. Management of other team members would be an advantage, as would knowledge of accounts preparation. You should be able to manage a client portfolio in a pro-active way and good organisation skills are essential. Part qualified candidates with existing experience in tax, or those qualified by experience, will also be considered.

Working arrangements

The working week: 35 hours per week, to be worked from 9.00am to 5.00pm Monday to Friday.
Location: Heritage House, Murton Way, Osbaldwick, York YO19 5UW

Remuneration and benefits

Salary is negotiable, depending on experience
36 days holiday (including bank holidays)
BUPA healthcare
Pension scheme arrangements
Optical tests
Cycle-to-work scheme
Death-in-service cover
Professional subscriptions paid
Generous CPD provision
Flexible working and hybrid working policies apply
Free on-site parking Read more