Tax Professional Senior

4 days ago


Guildford, Surrey, United Kingdom TPF Recruitment Full time
Private Client Tax Senior Role

We are recruiting for a leading provider of strategic accounting, tax, and business solutions for owner-managed businesses.

The Job
As a Private Client Tax Senior, you will have the opportunity to work closely with clients, playing a key role in helping them realise their business and personal ambitions. You will manage your own portfolio of private clients, trusts, and partnerships, delivering exceptional client service and producing work efficiently and effectively.

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, including tax forecasting, residence and domicile considerations, capital gains tax, planning, and enquiry work
  • 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



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