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Job

Private Client Executive

  • Location

    London

  • Sector:

    Accountant Practice

  • Job type:

    Permanent

  • Salary:

    £32000 - £36000 per annum

  • Contact:

    Anna-Marie Tucker

  • Contact email:

    annamarietucker@michaelpage.com

  • Job ref:

    13966024/001_1540987505

  • Published:

    17 days ago

  • Expiry date:

    28-11-2018

  • Startdate:

    04/04/2019

  • Client:

    Michael Page

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

Description

  • 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

Other

  • 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

Profile

  • 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