Expert Tax Professional for Private Client Team
4 days ago
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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