Private Client Executive

Job Title: Private Client Executive
Contract Type: Permanent
Location: London
Salary: £32000 - £36000 per annum
Start Date: 04/04/2019
Reference: 13966024/001_1540987505
Contact Name: Anna-Marie Tucker
Contact Email:
Job Published: October 31, 2018 12:05

Job Description

My client is a top 10 accountancy firm with one of the best Private client teams in London. They are a go to firm with established relationships.

Client Details

Private Client Services aims to be viewed as a leading provider of 'one-stop shop' private client services

The Private Client Tax department deals with tax planning and compliance for individuals and their related structures


  • Manage all aspects of tax compliance for a limited number of straightforward clients
  • Calculate tax liabilities and ensure that tax payments are correct and made on time
  • Maintain an up to date client status schedule
  • Monitor WIP, prepare fee proposals for consideration by partners/managers, and chase debts
  • Assist in dealing with HMRC correspondence with regards to client queries including obtaining relevant or requested information

  • Liaise with senior team members to regularly communicate progress of work
  • Start to develop an awareness of UK taxation and accounting matters, including accounting standards and double entry book-keeping
  • Assist with general administrative duties


  • Be aware of and comply with the firm's policies at all times
  • Record time accurately using the Practice Management System
  • Any other duties appropriate to the grade and level of responsibility of this post, for which the post holder has the necessary experience and/or training
  • Be aware of the firm's risk management and practice assurance procedures and ensure compliance
  • Ensure continuing professional development is up to date at all times


  • Study an accountancy qualification (ACA / ACCA / CIMA or equivalent)

  • Basic technical and analytical skills

  • Team worker / people management skills

  • Good communication and presentation skills

  • Strong organisational and time management skills

  • Proven planning and prioritising skills

  • Able to meet deadlines, multi task and work under pressure with accuracy and focus

  • Competent at using MS Office; Word and Excel

Job Offer

Competitive package and study