Tax Advisor Senior

1 month ago


Guildford, Surrey, United Kingdom TPF Recruitment Full time
Role Overview

We are seeking a highly skilled Tax Advisor Senior to join our team. As a key member of our private client tax team, you will play a vital role in delivering exceptional client service and producing high-quality work.

Key Responsibilities
  1. Manage a portfolio of private clients, trusts, and partnerships, providing comprehensive personal tax compliance and advisory services.
  2. Deliver tax returns, liaise with HMRC, and handle a diverse range of personal tax assignments.
  3. Address client issues and queries promptly, maintaining regular contact with clients.
  4. Manage billing responsibilities and collaborate with the team to meet deadlines and exceed client expectations.
  5. Support Managers and Partners with their portfolios and special projects.
  6. Train and supervise junior staff.
Requirements
  • 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.
  • Strong client service orientation.
Benefits
  • Competitive salary.
  • Flexible working arrangements.
  • Enhanced holiday allowance.

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