Senior Tax Advisor

4 days ago

Guildford, Surrey, United Kingdom TPF Recruitment Full time

We are seeking a highly skilled Senior Tax Advisor to join our team at TPF Recruitment. As a key member of our private client tax team, you will play a vital role in helping our clients achieve their business and personal ambitions.

**Job Summary**

As a Senior Tax Advisor, you will be responsible for managing a portfolio of private clients, trusts, and partnerships, delivering exceptional client service and producing work efficiently and effectively. You will provide comprehensive personal tax compliance and advisory services tailored to each client's unique circumstances, including tax forecasting, residence and domicile considerations, capital gains tax, planning, and enquiry work.

**Key Responsibilities**

* Manage annual tax returns for assigned clients
* Liaise with HM Revenue & Customs on behalf of clients
* Handle a diverse range of personal tax assignments
* Address client issues and queries promptly
* Maintain regular contact with clients
* Manage billing responsibilities for your portfolio of clients, trusts, and partnerships
* Collaborate with the team to meet deadlines and exceed client expectations
* Support Managers and Partners with their portfolios and special projects
* Train and supervise junior staff

**Requirements**

* Strong team mentality with the ability to work independently
* Qualified Tax Advisor (ATT/CTA) or qualified by experience
* Experience in a private client/personal tax environment, preferably in practice
* Proficiency with tax preparation software and HMRC online services
* Excellent organisational skills and experience managing a busy client portfolio
* Attention to detail and strong analytical and problem-solving skills
* Confident and adaptable communication skills, both written and verbal
* Proactive and determined attitude
* Strong client service orientation

**Benefits**

* Competitive salary
* Flexible working – hybrid working and flexible start and finish times
* Enhanced holiday allowance
* Collaborative team culture with support and genuine progression opportunities

If you are a motivated and experienced Senior Tax Advisor looking for a new challenge, please contact Kourtney Luckett for a confidential conversation on your career options.

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