Private Assurance Experienced Technician
Core
Prepare and manage complex personal tax returns and computations for ultra-high net worth individuals, ensuring compliance with UK tax legislation.
Role type
Experienced Private Assurance Technician (Tax)
Builds
Personal tax returns and computations for private clients
Domain
UK Personal Tax / Private Assurance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
UK Personal Tax experience, A-Levels or equivalent, Maths GCSE, English GCSE, technical research, client engagement, deadline management, tax return preparation
Preferred skills
ATT qualification, self-motivation, organization
Technologies
HMRC manuals, firm resources
Responsibilities
Oversee a portfolio of complex clients and manage the entire tax return process from start to finish; prepare tax returns and computations for manager review; engage directly with clients and HMRC; drive the tax return process by managing deadlines and prioritizing tasks; contribute to team collaboration and knowledge sharing.
Seniority
Mid-level, hands-on IC