Private Client Tax Advisor

7 hours ago

Farnham Surrey, United Kingdom Sarfraz Group Ltd Full time

Our Clientis a growingtop 50accountancy practice who provide expert solutions for entrepreneurial businesses and private individuals in Central and Southern England. The Client invest in their teams of high-quality specialists who work with the best-in-breed technology to create value for our clients which exceeds expectation.
Our practice is known for having a friendly and supportive team culture where everyone receives training and development to increase their technical knowledge and their commercial and management skills. This is a permanent full time role with hybrid working and flexible working options (flexing your hours on different days to suit your lifestyle).
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
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 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
Hybrid and flexible working
A Line Manager who will work closely with you to support your development and provide day to day guidance
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. A comprehensive induction to help you get up to speed
Experience within a private client tax team
Organised and able to manage multiple projects simultaneously
Can do attitude, positive and commercial approach

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