Our Private Client Tax department is looking for a 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 portfolio under the guidance of an Assistant Manager.
This role follows a hybrid working pattern, with a combination of in-office and remote work. It typically requires three days per week in the St Albans office and an occasional day in the City office as needed.
Key Responsibilities
- Dealing with all day-to-day requirements for a Private Client portfolio, comprising a mix of clients with varied sources of income e.g., earned and investment income.
- Primary point of contact for clients.
- Dealing with partnerships and high net worth individuals.
- Liaising with colleagues outside the Private Client team on client matters e.g., with the General Practice/audit/accounting team.
- 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.
- Proposing fees, raising client bills, and regularly reviewing WIP.
Skills, Knowledge & Expertise
The candidate should have experience in advising on a wide range of tax issues which should ideally include the following areas:
Technical Expertise:
- Already ATT qualified and ideally studying for the CTA qualification (or already CTA qualified).
- Previous tax experience with a track record of portfolio management is preferred.
- Experience of the various aspects of Self-Assessment and preparation of tax computations.
- Experience of basic private client advisory work.
- Advising on EIS, VCT, and SEIS investment reliefs for private clients.
- Knowledge of UK tax residence and domicile rules preferred.
- Ability to proactively use tax legislation, HMRC guidance, and other tax resources to support or research technical issues encountered on client work.
- Experience with private clients and proprietors of owner-managed businesses (self-employed, partnerships, and small companies).
- Experience with non-UK domiciled and non-UK resident clients.
- Experience with UK-based high net worth individuals.
- Experience with property owning clients.
Enterprise:
- Actively and consistently seeks out opportunities for work and feedback on areas of improvement.
- Aware of the relationship between chargeable hours, fees, and WIP recovery/profits, and monitors own contribution.
Business Building:
- Proactively approaches clients and contacts with ideas and possible opportunities.
Delivery:
- Takes responsibility for the delivery of client assignments to a high standard.
- Actively engages with clients through the delivery process.
- Can take responsibility for their workload and work with the managers and above to assist with completion.
Interpersonal Skills:
- Excellent communication skills, both written, verbal, and presentation.
- Engages confidently with clients in a friendly and professional manner.
- A good team player recognizing team objectives and goals and assisting others as required.
- Provides suggestions and ideas to try and improve operational issues.
At Moore Kingston Smith, we believe in the potential of people to make a positive impact, fueled by the power of genuine understanding.
Working with small, medium, and large clients, we are a multi-disciplinary advisory, tax, and audit firm with expertise across multiple sectors, uniquely positioned to help people realize their ambitions.
Our London and regional teams deliver quality results locally and nationally, and worldwide alongside the Moore Global network.
Through respect, collaboration, and active listening, understanding is at the heart of everything we do with our clients, colleagues, and communities. We value people and projects that promote positive change for the future.
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