Expert Tax Professional for Private Client Team

4 days ago


Farnham, Surrey, United Kingdom Gregory-Martin International Full time
Private Client Tax Advisor (Senior) Opportunity

 

Location: Farnham, Surrey

 

A competitive salary of £40,000 to £60,000 per annum, plus an excellent benefits package, is on offer for a Private Client Tax Advisor (Senior) to join our client's esteemed Private Client Tax team in Farnham, Surrey. As a senior member of the team, you will be responsible for managing a portfolio of personal tax clients and ensuring compliance with HM Revenue & Customs and internal deadlines.

 

The ideal candidate should possess experience within a private client tax team, preferably with ATT qualification. This is a permanent full-time role with hybrid working options, providing a great work-life balance.

 

Key Responsibilities:

  • Manage a portfolio of personal tax clients and ensure compliance with HMRC and internal deadlines.
  • Prepare and process tax returns and P11Ds from information provided.
  • Assist with client queries and provide ad-hoc advice where requested.
  • Billing personal portfolio clients after work completed.
  • Deal with correspondence, telephone calls, and arrange meetings with clients and potential clients.
  • Assist in the preparation of technical reports related to income tax, capital gains tax, and inheritance tax.
  • Deal with HMRC correspondence, telephone calls, and enquiries.
  • Provide general support to the tax team as required.

 

Candidate Requirements:

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

 

This exciting opportunity offers a very competitive salary, hybrid working options, and a supportive Line Manager who will guide your development and provide day-to-day guidance. You will also have access to a tailored career progression plan, generous holiday entitlements, and a comprehensive wellbeing programme.

 

Benefits:

  • Competitive salary range: £40,000 - £60,000 per annum.
  • Excellent benefits package.
  • Hybrid working options.
  • Supportive Line Manager.
  • Tailored career progression plan.
  • Generous core holiday allowance.
  • Flexible bank holidays and additional holiday with service.
  • Comprehensive wellbeing programme.

 

Keywords: Tax, ATT, Accountancy, Practice, ACCA, ACA



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