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Job Title: Personal Tax Senior
Location: West Surrey
About the Role
TPF Recruitment are seeking a Personal Tax Senior to join a dynamic team in the Farnham area. This permanent, full-time role offers hybrid and flexible working options. You will be an integral part of a supportive team, managing a portfolio of personal tax clients and providing expert tax advice.

Key Responsibilities

Managing a portfolio of personal tax clients, ensuring compliance with HM Revenue & Customs and internal deadlines

Preparing and processing tax returns and P11Ds from client-provided information

Calculating and advising on tax liabilities and payment due dates

Assisting clients with queries and providing ad-hoc advice

Billing personal portfolio clients upon completion of work

Handling client correspondence, phone calls, and meetings

Supporting partners and staff with technical tax queries

Assisting junior team members as needed

Preparing technical reports related to income tax, capital gains tax, and inheritance tax

Dealing with HMRC correspondence, phone calls, and inquiries

Providing general support to the tax team

Requirements

Experience in a private client tax team

Ideally ATT qualified

Self-starter with high resilience and attention to detail

Strong interpersonal and communication skills, both written and verbal

Organized and capable of managing multiple projects simultaneously

Strong IT skills, with the ability to learn new technology quickly

Positive, proactive, and commercial mindset

Confident, tactful, and discreet

Strong team spirit and ability to work independently

Benefits

Hybrid and flexible working options

Exposure to a diverse range of clients across various industries, including healthcare, property, advertising, and PR

Close support from a Line Manager to aid your development and provide daily guidance

A varied role within a talented and experienced team

Opportunities to enhance your technical knowledge and skills

A tailored career progression plan

Competitive salary and comprehensive benefits package

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

As the leading provider of accountancy practice opportunities across the South-East we have many tax roles in Surrey, and so if the role sounds great but the location or seniority isn't perfect, please get in touch for more local opportunities