We are looking for a Senior Personal Tax professional to manage a varied client portfolio, deliver high quality compliance and advisory work, support partners and help provide proactive solutions across diverse private client tax matters.
WHO WE ARE
SRLV is a mid-tier firm of chartered accountants, business management specialists and corporate and private client advisors based in Londons vibrant West End. Founded in 1988, we have evolved into a £30m+ turnover business with 21 partners and 240+ staff supporting an enviable roster of A-list corporate and private clients worldwide.
From premium restaurants, prime property and international groups to well-known names in music, entertainment and sport, our clients are inspiringly diverse and exciting to work for. Their varied interests mean our teams often work together for different clients across the business. This gives our people the freedom to work both individually and as one multi-specialist client team so were always learning, from intern right through to partner.
Working across four divisions, many of our team began their careers here, thriving on the culture, rewarding client work, and the opportunities to personalise their own career path. Founded on the principles of a family business, people are the beating heart of our business. Relationships of trust, whether with our staff, clients or professional network are the bedrock of what we do; people and relationships come first. We see everyone as individuals and aim to create an environment where everyone feels welcomed, supported and free to be themselves.
THE ROLE
At its core the role is to manage a tax portfolio of clients with support from managers and senior staff where required. This will include all related tax compliance and service delivery matters (UK and International aspects), such as preparation of tax returns and computations, payment advice, and dealing with clients ad-hoc queries for instance.
The is an extremely varied role and as such, requires an individual who is keen to get involved in all areas of clients taxation and business requirements, both compliance and advisory. This includes, but is not limited to:
- Assist with managing compliance processes for Partners and the Tax Team
- Provision of proactive tax and other advice to a wide range of clients, partners and colleagues
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Assist senior staff and partners with tax planning and one-off technical projects
KEY RESPONSIBILITIES
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Taking responsibility for the management of a portfolio of clients seeking to provide proactive and innovative solutions with assistance of more senior staff and Partners where relevant.
- Building strong and successful relationships both internally and externally
- Ensure work and projects are completed within agreed timeframes
- Liaise with other departments to ensure seamless delivery of work
- Highlight any issues and assist on client problems
- Working successfully with more senior staff and Partners across the firm to ensure that all deadlines and client expectations are met, highlighting any delivery issues and suggesting approach to rectify.
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Regularly updating the Partners to discuss client issues or concerns and managing their input as appropriate.
- Develop an appreciation of the bigger picture of the clients affairs, including the ability to show initiative and find solutions to problems.
- Managing WIP, billing and recoverability for the portfolio.
- General administration as per the requirements of the portfolio.
- Maintain, develop and enhance a high level of technical knowledge through appropriate reading and courses
WHO YOU ARE
Our people have the experience and expertise to advise clients and work collaboratively to support them at the highest level. When expanding our teams, we look for curiosity, motivation and a desire to learn, thoughtful people who will bring different perspectives and experience. People who want to contribute to a high-quality client service as part of a supportive collaborative team.
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Exceptional communication skills both verbally and in writing
- Ability to maintain confidentiality at all times
- Good IT skills along with the ability to use bespoke software effectively
- Strong attention to detail
- Excellent work ethic and desire to provide a superior client service
- A strong team player
- Actively offers assistance to other colleagues and takes ownership for own tasks
- Confident, ambitious and keen to work in a fast-paced environment, delivering work to agreed timescales.
YOUR EXPERIENCE
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Working towards ATT/CTA qualification or substantial relevant experience
- At least 3 years experience working within Private Tax
BENEFITS
Based in our contemporary open plan offices in Londons vibrant West-End, our staff enjoy a wide range of benefits:
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Fantastic private medical insurance
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23 days annual leave plus bank holidays and 3 additional days over the December holidays
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3% Pension contribution
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Cashback scheme for medical expenses
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Group Life Insurance
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Mental and Physical Health Support
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Regular social events and activities including pizza, breakfast and/or drinks on the rooftop terrace, office, or local venues
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Cycle to work scheme
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Season ticket loans
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Workplace nursery scheme
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Excellent office space in Fitzrovia
ADDITIONAL INFORMATION
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9.30am-5.30pm, Monday to Friday
- Flexible working: 3 days (+) in office, 2 days at home
