Private Client Tax Advisor

1 week ago

Farnham, United Kingdom Gregory-Martin International Full time

Private Client Tax Advisor (Senior)

Location: Farnham, Surrey

Salary: £30,000 to £50,000 plus excellent benefits package full-time with hybrid and flexible working options.

Our client is a top 50 accountancy practice who provide expert solutions for entrepreneurial businesses and private individuals in Central and Southern England. A new opportunity has arisen for a Private Client Tax Advisor (Senior) to join our clients Private Client Tax team based in Farnham, Surrey. The ideal candidate should have experience within a private client tax team and ideally be ATT qualified. This is a permanent full-time role with hybrid working and flexible working options. Salary: £30,000 to £50,000 plus excellent benefits package including pension, life assurance, health cash plan, retail discount scheme, electric vehicles salary sacrifice, and cycle to work scheme.

As Private Client Tax Advisor (Senior) your key responsibilities will include:

* Managing a portfolio of personal tax clients and ensuring compliance with HM Revenue & Customs and in-house deadlines.

* Preparing and processing tax returns and P11Ds from information provided.

* Calculation and advice of liabilities, together with due dates of payment to client.

* Assisting with client queries and providing ad hoc advice where requested.

* Billing personal portfolio clients after work completed.

* Dealing with correspondence, telephone calls and arranging and attending meetings with clients and potential clients.

* Assisting partners and staff members with technical queries.

* Aiding junior members of the team where appropriate.

* Assisting in the preparation of technical reports in relation to income tax, capital gains tax and inheritance tax.

* Dealing with HMRC correspondence, telephone calls and enquiries.

* General support to the tax team as required.

Private Client Tax Advisor (Senior) candidate requirements:

* Experience within a private client tax team.

* Ideally ATT qualified.

* A Self-starter with a with a high level of resilience and attention to detail.

* Strong interpersonal and communication skills, both written and verbal.

* Organised and able to manage multiple projects simultaneously.

* Strong aptitude for IT - able to pick up new technology quickly.

* Can do attitude, positive and commercial approach.

* Confident, tactful, and discreet manner.

* Strong team spirit but also effective working independently.

This is a very exciting role to join a very established practice as well as a competitive salary our client can offer you….

* Hybrid and flexible working

* Exposure to a broad range of clients across many industry sectors such as healthcare, property, advertising, and PR. These will include sole traders, partnerships, landlords and trusts.

* A Line Manager who will work closely with you to support your development and provide day to day guidance.

* A varied role in a talented and experienced team.

* Joining a company with an exciting growth plan.

* Plenty of opportunities to increase your technical knowledge and skills.

* A tailored career progression plan.

* Generous core holiday allowance plus holiday trading, flexible bank holidays and additional holiday with service.

* Wellbeing programme with regular events and activities focused on your physical and mental wellbeing. Our client offers all employees a Wellbeing Day each year – a day dedicated to boosting your wellbeing.

* A comprehensive induction to help you get up to speed.

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

Private Client Tax Advisor (Senior)

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