Private Client Tax Associate Director

Descripción del puesto

Private Client Tax Associate Director (Private & Trusts Assurance) Milton Keynes, Buckinghamshire - hybrid working 70,000 - 80,000 + benefits! The Role: This is a senior technical role with two complementary purposes: ensuring the quality and accuracy of my clients most complex compliance work, and helping to realise the full advisory potential of their client relationships. You will work closely with a dedicated Director and the wider Private teams. Key Responsibilities - Technical Review: You will take responsibility for second-reviewing the most technically demanding and interesting personal tax returns in the portfolio. Examples of the type of areas you would be expected to review include: Private equity transactions Trust income and gains Exempt income and reliefs, including EIS/SEIS claims, pension-related matters and other statutory exemptions Residence and domicile elements including the remittance basis, foreign income and gains claims and associated compliance requirements Cross-border income, foreign tax credits and double tax treaty claims Complex capital gains computations, including business asset disposal relief Advisory: Identify advisory opportunities as they arise from return preparation and review work and technically driven initiatives and bring these to the attention of the client-responsible Director Liaise with internal colleagues to support their clients including attending calls and assisting with pitch documents ands quotes Deliver advisory work across a broad range of personal tax areas, including: UK and international residence and domicile Double tax treaties and cross-border structuring Income extraction strategies for owner-managed businesses and family offices Inheritance tax, estate planning including the use of trusts Work closely with the dedicated Director and, where relevant, specialists across the firm to ensure that advice is commercially sound and technically robust Help to develop and maintain client relationships, su