Private Client Tax Senior

The Private Client Tax Senior role involves managing tax compliance and advisory services for a portfolio of private clients. This position requires a strong understanding of personal tax matters and the ability to deliver excellent service in the professional services industry.

Client Details

The organisation is a well-established professional services firm with a respected presence in the industry. It operates on a small-sized scale, offering tailored services to its clients with a focus on quality and expertise.

Description

• Manage a portfolio of private clients, ensuring timely and accurate tax compliance.
• Prepare and review self-assessment tax returns for individuals, trusts, and estates.
• Advise clients on tax-efficient strategies and planning opportunities.
• Provide support with inheritance tax and capital gains tax matters.
• Act as the main point of contact for client queries and correspondence with HMRC.
• Assist with technical research and prepare advisory reports for clients.
• Collaborate with colleagues to ensure seamless service delivery.
• Stay updated on changes in tax legislation and ensure compliance.

Profile

A successful Private Client Tax Senior should have:

• Relevant qualifications in accountancy or tax (e.g., ATT).
• Experience in personal tax compliance and advisory work within professional services.
• Strong technical knowledge of UK tax legislation.
• Excellent attention to detail and organisational skills.
• Ability to build and maintain client relationships.
• Proficiency in using tax software and Microsoft Office.

Job Offer

• A competitive salary in the range of £33000 to £45000 per annum.
• Permanent position with opportunities for professional development.
• Supportive and collaborative working environment in Godalming.
• Exposure to a varied and interesting client portfolio.
• Commitment to fostering career growth and technical expertise.
• Hybrid working.