Private Client Tax Advisor

2 weeks ago


Waverley Surrey, United Kingdom Retrack Personnel Holdings Limited Full time €50,000

My client in Oxford is in need of an Private Client Tax Advisor due to expansion. The Role Your key responsibilities will include: Managing a portfolio of personal tax clients and ensuring compliance with HM Revenue & Customs 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 What we can offer you Hybrid and flexible working Exposure to a broad range of clients across many industry sectors such as healthcare, property, advertising and PR. These will include sole traders, partnerships, landlords and trusts A Line Manager who will work closely with you to support your development and provide day to day guidance A varied role in a talented and experienced team Joining a company with an exciting growth plan ahead Plenty of opportunities to increase your technical knowledge and skills A tailored career progression plan Competitive salary and benefits package including pension, life assurance, health cash plan, retail discount scheme, electric vehicles salary sacrifice, and cycle to work scheme Generous core holiday allowance plus holiday trading, flexible bank holidays and additional holiday with service Wellbeing programme with regular events and activities focused on your physical and mental wellbeing. We also offer all employees a Wellbeing Day each year – a day dedicated to boosting your wellbeing A comprehensive induction to help you get up to speed About You Experience within a private client tax team Ideally ATT qualified A Self-starter with a with a high level of resilience and attention to detail Strong interpersonal and communication skills, both written and verbal Organised and able to manage multiple projects simultaneously Strong aptitude for IT - able to pick up new technology quickly Can do attitude, positive and commercial approach Confident, tactful and discreet manner Strong team spirit but also effective working independently Location: Farnham Salary: £50,000 Please respond with your most up to date CV to be considered. finance manager , financial accountant, accounting manager, management accountant, financial controller, aca, accounting, aca, acca, chartered accountant, accountant, audit



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