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Tax Advisor

1 month ago

Farnham, Surrey, United Kingdom Retrack Personnel Holdings Limited Full time
Job Title: Private Client Tax Advisor

Our client in Oxford is seeking a Private Client Tax Advisor to join their team due to expansion.

Key Responsibilities:
  1. Manage a portfolio of personal tax clients and ensure compliance with HM Revenue & Customs and in-house deadlines.
  2. Prepare and process tax returns and P11Ds from information provided.
  3. Assist with client queries and provide ad hoc advice where requested.
  4. Bill personal portfolio clients after work completed.
  5. Deal with correspondence, telephone calls, and arrange and attend meetings with clients and potential clients.
  6. Assist in the preparation of technical reports in relation to income tax, capital gains tax, and inheritance tax.
  7. Deal with HMRC correspondence, telephone calls, and enquiries.
  8. Provide general support to the tax team as required.
What We Offer:

Hybrid and flexible working arrangements. A Line Manager who will work closely with you to support your development and provide day-to-day guidance. A tailored career progression plan. A competitive salary and benefits package, including pension, life assurance, health cash plan, retail discount scheme, electric vehicles salary sacrifice, and cycle to work scheme. Generous core holiday allowance, plus holiday trading, flexible bank holidays, and additional holiday with service. A comprehensive wellbeing programme with regular events and activities focused on your physical and mental wellbeing. A comprehensive induction to help you get up to speed.

About You:

Experience within a private client tax team. Organised and able to manage multiple projects simultaneously. A can-do attitude, positive, and commercial approach.