Senior Tax Professional
3 weeks ago
Job Summary
TPF Recruitment is seeking a Private Client Tax Senior to join their team in Surrey. The ideal candidate will have experience in a private client/personal tax environment and be qualified by experience or a Tax Advisor (ATT/CTA).
The Role
We are recruiting for a leading provider of strategic accounting, tax, and business solutions for owner-managed businesses. The Private Client Tax Senior will have the opportunity to work closely with clients, helping them realise their business and personal ambitions. The role includes providing comprehensive personal tax compliance and advisory services tailored to each client's unique circumstances.
Key Responsibilities
- Managing annual tax returns for assigned clients
- Liaising with HM Revenue & Customs on behalf of clients
- Handling a diverse range of personal tax assignments, including tax forecasting, residence and domicile considerations, capital gains tax, planning, and enquiry work
- Addressing client issues and queries promptly
- Maintaining regular contact with clients
- Managing billing responsibilities for your portfolio of clients, trusts, and partnerships
- Collaborating with the team to meet deadlines and exceed client expectations
- Supporting Managers and Partners with their portfolios and special projects
- Training and supervising junior staff
Requirements
The ideal candidate will have a strong team mentality, be qualified by experience or a Tax Advisor (ATT/CTA), and have experience in a private client/personal tax environment. Proficiency with tax preparation software and HMRC online services is also required. Excellent organisational skills, attention to detail, and strong analytical and problem-solving skills are essential.
Benefits
The Private Client Tax Senior will benefit from a competitive salary, flexible working, enhanced holiday allowance, and a collaborative team culture with support and genuine progression opportunities.
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