Key Responsibilities
- Manage a portfolio of private clients, overseeing all compliance requirements from start to finish.
- Review personal tax returns prepared by junior staff and provide clear guidance or feedback.
- Act as a first point of contact for client queries, providing timely and professional support.
- Identify potential tax planning opportunities and escalate where appropriate.
- Use tax software (e.g., CCH) and Microsoft Office confidently to deliver accurate work.
- Strong experience in private client tax compliance, ideally within a practice environment.
- CTA or ATT qualification preferred, or working towards equivalent certification.
- Excellent interpersonal skills with the ability to build lasting client relationships.
- Capable of supervising or mentoring junior colleagues in a supportive manner.
- Well-organised, accurate, and comfortable managing deadlines within a hybrid working pattern.
Operating for over 20 years in Australia, New Zealand and the United Kingdom, people2people, Edge Recruitment, and Frog Recruitment are an award-winning recruitment group and HR solutions provider. As an inclusive workforce, we welcome everyone and encourage our employees, clients, and candidates to showcase their authentic selves.
Should you require reasonable adjustments throughout the recruitment process, we encourage you to make a request by phoning the above-mentioned recruitment consultant to discuss. In response to these requests, we will collaborate closely with you to implement the appropriate adjustments.
