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Personal Tax Specialist

2 months ago

Farnham, Surrey, United Kingdom TPF Recruitment Full time

Job Title: Personal Tax Senior

About the Role

TPF Recruitment is seeking a Personal Tax Senior to join a dynamic team in the South-East region. This permanent, full-time role offers hybrid and flexible working options. As a key member of the team, you will be responsible for managing a portfolio of personal tax clients and providing expert tax advice.

Key Responsibilities

  • Manage a portfolio of personal tax clients, ensuring compliance with HM Revenue & Customs and internal deadlines
  • Prepare and process tax returns and P11Ds from client-provided information
  • Calculate and advise on tax liabilities and payment due dates
  • Assist clients with queries and provide ad-hoc advice
  • Bill personal portfolio clients upon completion of work
  • Handle client correspondence, phone calls, and meetings
  • Support partners and staff with technical tax queries
  • Assist junior team members as needed
  • Prepare technical reports related to income tax, capital gains tax, and inheritance tax
  • Deal with HMRC correspondence, phone calls, and inquiries
  • Provide general support to the tax team

Requirements

  • 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 your development and provide daily guidance
  • A varied role within a talented and experienced team
  • Opportunities to enhance your technical knowledge and skills
  • A tailored career progression plan
  • Competitive salary and comprehensive benefits package

For more information, please contact Kourtney Luckett.