Private Client Tax Specialist

1 week ago


Batt's Corner, United Kingdom Retrack Personnel Holdings Limited Full time

## Job Title: Private Client Tax Advisor

## Job Summary

We are seeking a highly skilled Private Client Tax Advisor to join our team in Farnham. As a key member of our tax team, you will be responsible for managing a portfolio of personal tax clients and ensuring compliance with HM Revenue & Customs and in-house deadlines.

## Key Responsibilities

* Manage a portfolio of personal tax clients and ensure compliance with HM Revenue & Customs and in-house deadlines
* Prepare and process tax returns and P11Ds from information provided
* Calculate and advise on liabilities, together with due dates of payment to clients
* Assist with client queries and provide ad hoc advice where requested
* Bill personal portfolio clients after work completed
* Deal with correspondence, telephone calls, and arrange and attend meetings with clients and potential clients
* Assist partners and staff members with technical queries
* Provide assistance to junior members of the team where appropriate
* Assist in the preparation of technical reports in relation to income tax, capital gains tax, and inheritance tax
* Deal with HMRC correspondence, telephone calls, and enquiries
* General support to the tax team as required

## What We Offer

* Hybrid and flexible working
* Exposure to a broad range of clients across many industry sectors, including healthcare, property, advertising, and PR
* 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
* A comprehensive induction to help you get up to speed

## Requirements

* Experience within a private client tax team
* Ideally ATT qualified
* A self-starter 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

## How to Apply

Please respond with your most up-to-date CV to be considered.



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