Senior Tax Professional in West Surrey

4 days ago


Farnham, Surrey, United Kingdom TPF Recruitment Full time
About the Role

As a Personal Tax Senior with TPF Recruitment, you will be part of a dynamic team in Farnham area. This permanent, full-time position offers hybrid and flexible working options. You will be integral to a supportive team, managing a portfolio of personal tax clients and providing expert tax advice.

Key Responsibilities
  • Managing client portfolios to ensure compliance with HM Revenue & Customs and internal deadlines
  • Preparing and processing tax returns and P11Ds from client-provided information
  • Calculating and advising on tax liabilities and payment due dates
  • Assisting clients with queries and providing ad-hoc advice
  • Billing clients upon completion of work
  • Handling client correspondence, phone calls, and meetings
  • Supporting partners and staff with technical tax queries
  • Assisting junior team members as needed
  • Preparing technical reports related to income tax, capital gains tax, and inheritance tax
  • Dealing with HMRC correspondence, phone calls, and inquiries
  • Providing general support to the tax team
Requirements

We are seeking an experienced private client tax professional who is ideally ATT qualified. The ideal candidate will have strong interpersonal and communication skills, both written and verbal, as well as high resilience and attention to detail.

  • Experience in a private client tax team
  • Ideally ATT qualified
  • Self-starter with high resilience and attention to detail
  • Strong interpersonal and communication skills, both written and verbal
  • Organized and capable of managing multiple projects simultaneously
  • Strong IT skills, with the ability to learn new technology quickly
  • Positive, proactive, and commercial mindset
  • Confident, tactful, and discreet
  • Strong team spirit and ability to work independently
Benefits
  • Hybrid and flexible working options
  • Exposure to a diverse range of clients across various industries
  • Close support from a Line Manager to aid development and provide daily guidance
  • A varied role within a talented and experienced team
  • Opportunities to enhance technical knowledge and skills
  • A tailored career progression plan
  • Competitive salary: £35,000 - £45,000 per annum, depending on experience


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