Personal Tax Associate

Personal Tax Associate

Cheltenham

Gloucestershire

New and exciting role working with a very well regarded personal Tax Team who provide specialist advice to a variety of clients from owner managed businesses, property investors, serial entrepreneurs and other high net worth individuals.

 To include: 

▪  Manage a varied portfolio of personal tax clients, including company directors, business owners, high net worth individuals, partnership and some trusts.

▪  Build and maintain tax relationships with clients, providing an exceptional level of client service, to include identifying tax planning and remuneration planning opportunities.

▪  Review income tax and capital gains tax computations, including liaising with specialists on technical matters.

▪  Advise on tax planning matters.

▪  Manage and develop junior members of the team,

offering a professional role model.

▪  Research and understand technical matters, presenting them in a comprehensible and practical way.

▪  Advise on benefits in kind and assist with the review of P11D forms.

▪  Support Partners / Directors on advisory projects ▪ Ideally  ACA/ACCA or ATT qualified. CTA desirable, study support available. 

REF: JPC