Private Client Tax Senior

I am pleased to be supporting a well established accountancy firm in Guildford with their recruitment of a Private Client Tax Senior

Client Details

Our client is an established professional accountancy firm, known for their commitment to excellence. With a team of over 30 based in Guildford, they offer a wealth of expertise in various areas of tax, audit and accounting.

Description

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• Dealing with annual tax returns for delegated clients
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• Liaising with HM Revenue & Customs on behalf of clients
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• Involvement in a wide range of personal tax assignments, including tax forecasting, considering residence and domicile status, capital gains tax, planning and enquiry work
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• Responding to issues and queries from clients
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• Maintaining regular client contact
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• Managing your own portfolio of private clients, trusts and partnerships, including taking responsibility for raising bills
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• Working as part of a team to meet all deadlines and ensure that client expectations are exceeded
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• Providing support to Managers and Partners on their portfolios and ad hoc projects
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• Training and supervising junior staff
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Profile

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• Strong team mentality but with the ability to work independently
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• ATT/CTA qualification (or have significant experience working in tax)
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• Previous work experience gained in a private client/personal tax environment, preferably in practice
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• A good working knowledge of tax preparation software and HMRC online services
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• Strong organisational skills, including proven experience in managing a busy client portfolio
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• Good attention to detail
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• Strong analytical and problem-solving skills - thinking outside the box and proposing solutions
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• Confident and adaptable communication skills - written, verbally and in person
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• Be proactive and determined
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• Well-developed sense of client service
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Job Offer

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• A market leading salary
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• 25 days annual leave + bank holidays (increasing with time served)
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• Hybrid working (2 days per week)
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• Agile working (some flexibility re start time and finish time)
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