Private Client Tax Senior

About the job

Are you a skilled tax professional with expertise in private client tax? This is an exciting opportunity to support a thriving accounting & finance team in Farnham within the business services industry.

Client Details

This medium-sized business services firm has a strong reputation for providing exceptional support in accounting & finance. They are committed to delivering high-quality services to their clients and fostering professional growth among their employees.

Description

Managing a portfolio of personal tax clients and ensuring compliance with HMRC and in-house deadlines

Preparing and processing tax returns and P11Ds from information provided

Calculation and advice of liabilities, together with due dates of payment to client

Assisting with client queries and providing ad hoc advice where requested

Billing personal portfolio clients after work completed

Dealing with correspondence, telephone calls and arranging and attending meetings with clients and potential clients

Assisting partners and staff members with technical queries

Providing assistance to junior members of the team where appropriate

Assisting in the preparation of technical reports in relation to income tax, capital gains tax and inheritance tax

Dealing with HMRC correspondence, telephone calls and enquiries

General support to the tax team as required

Profile

A successful Private Client Tax Senior should have:

A strong foundation in private client tax, with relevant professional qualifications (ATT etc.)

Experience working within an accountancy practice setting.

Proficiency in tax software and Microsoft Office applications.

Excellent analytical skills with a keen attention to detail.

The ability to communicate complex tax matters clearly and effectively to clients.

Experience of preparing accounts is desirable.

Job Offer

A competitive salary in the range of £35,000 to £45,000, based on experience.

A permanent position offering stability and opportunities for career progression.

A supportive work environment in Farnham, with a focus on professional development.

Hybrid working.