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Job Title: Private Client Tax Senior
Client: Accountancy Practice

We are recruiting for a leading provider of strategic accounting, tax, and business solutions for owner-managed businesses. Their approach involves working as a unified team across all services to support their clients in achieving their goals. They believe in nurturing and rewarding talent, helping staff to identify and achieve their own ambitions.

The Role
As part of the private client tax team, you will have the opportunity to work closely with clients, playing a key role in helping them realise their business and personal ambitions. practice's clients come from a variety of sectors and regions, united by their entrepreneurial spirit and innovative ideas.

You will manage your own portfolio of private clients, trusts, and partnerships, delivering exceptional client service and producing work efficiently and effectively. The role includes providing comprehensive personal tax compliance and advisory services tailored to each client’s unique circumstances. Additionally, you will help train and supervise junior staff.

Responsibilities

Managing annual tax returns for assigned clients

Liaising with HM Revenue & Customs on behalf of clients

Handling a diverse range of personal tax assignments, including tax forecasting, residence and domicile considerations, capital gains tax, planning, and enquiry work

Addressing client issues and queries promptly

Maintaining regular contact with clients

Managing billing responsibilities for your portfolio of clients, trusts, and partnerships

Collaborating with the team to meet deadlines and exceed client expectations

Supporting Managers and Partners with their portfolios and special projects

Training and supervising junior staff

Requirements

Strong team mentality with the ability to work independently

Qualified Tax Advisor (ATT/CTA) or qualified by experience

Experience in a private client/personal tax environment, preferably in practice

Proficiency with tax preparation software and HMRC online services

Excellent organisational skills and experience managing a busy client portfolio

Attention to detail and strong analytical and problem-solving skills

Confident and adaptable communication skills, both written and verbal

Proactive and determined attitude

Strong client service orientation

Benefits

Competitive salary

Flexible working – hybrid working and flexible start and finish times

Enhanced holiday allowance
Collaborative team culture with support and genuine progression opportunities

For more information, or a confidential conversation on your career options, please contact Kourtney Luckett; ; (phone number removed).

We have many Personal Tax roles across Surrey, and so if the role sounds great but the location or seniority isn't perfect, please get in touch for more local opportunities