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Permanent

Tax Senior Private Client

Wimborne
money-bag 40000.00-40000.00 Annual
3077740352
Posted 1 week ago

REED Accountancy and Finance are recruiting a Qualified Tax Senior Private Client (ATT / CTA Qualified) for an award winning Accountancy Practice based near Ringwood. With a wealth of experience and established clients this position has become available through organic growth and offers a wealth of opportunity and benefits. Please see belowTax Senior Private Client (ATT / CTA Qualified) Salary - up to £50,000 per annum + Benefits (Full Time preference) BENEFITS Hybrid working after probation. 25 days annual leave (includes 2 days for Christmas shutdown) for the team. Birthday off. Early finish on a Friday in August, 4pm. Free onsite parking. Free tea / coffee / refreshments. Company events. Celebration gifts for weddings, babies, attaining professional qualification, other significant lifeevents and major work anniversaries. Staff referrals bonus. Client introduction bonus. MySmartSpending Rewards. Financial Services Advice - significant reduction in the cost. Support charity effortsAfter Probation. Option to buy / sell annual leave - up to 5 days per year. Profit share schemeROLE / DUTIES Responsible for managing a portfolio of clients and delivering holistic services in line with specific team and role responsibilities.Manage a mixed client portfolio of business owners, property investors, HNWI and UHNW families, trusts, and estates. Ensuring efficient and timely completion of all tasks required in line with the group timelines and those within the proceduresBe recognised b

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