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Personal Tax Senior
1 month ago
Location: West Surrey
About the Role
TPF Recruitment are seeking a Personal Tax Senior to join a dynamic team in the Farnham area. This permanent, full-time role offers hybrid and flexible working options. You will be an integral part of a supportive team, managing a portfolio of personal tax clients and providing expert tax advice.
Key Responsibilities
Managing a portfolio of personal tax clients, ensuring compliance with HM Revenue & Customs and internal deadlines
Preparing and processing tax returns and P11Ds from client-provided information
Calculating and advising on tax liabilities and payment due dates
Assisting clients with queries and providing ad-hoc advice
Billing personal portfolio clients upon completion of work
Handling client correspondence, phone calls, and meetings
Supporting partners and staff with technical tax queries
Assisting junior team members as needed
Preparing technical reports related to income tax, capital gains tax, and inheritance tax
Dealing with HMRC correspondence, phone calls, and inquiries
Providing general support to the tax team
Requirements
Experience in a private client tax team
Ideally ATT qualified
Self-starter with high resilience and attention to detail
Strong interpersonal and communication skills, both written and verbal
Organized and capable of managing multiple projects simultaneously
Strong IT skills, with the ability to learn new technology quickly
Positive, proactive, and commercial mindset
Confident, tactful, and discreet
Strong team spirit and ability to work independently
Benefits
Hybrid and flexible working options
Exposure to a diverse range of clients across various industries, including healthcare, property, advertising, and PR
Close support from a Line Manager to aid your development and provide daily guidance
A varied role within a talented and experienced team
Opportunities to enhance your technical knowledge and skills
A tailored career progression plan
Competitive salary and comprehensive benefits package
For more information, or a confidential conversation on your career options, please contact Kourtney Luckett; ; (phone number removed).
As the leading provider of accountancy practice opportunities across the South-East we have many tax roles in Surrey, and so if the role sounds great but the location or seniority isn't perfect, please get in touch for more local opportunities
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