Hybrid Private Client Tax Senior - Advisory & Compliance Pro

Michael Page; Godalming; On-site; GBP 33,000 - 45,000; Full time

Job summary

A well-established professional services firm in Godalming is seeking a Private Client Tax Senior to manage tax compliance and advisory services for private clients. The role requires strong technical knowledge of UK tax legislation and client relationship management skills. Offering a competitive salary and opportunities for professional development, this position supports a hybrid working model.

Benefits

Competitive salary

Permanent position with professional development opportunities

Supportive and collaborative working environment

Exposure to varied client portfolio

Qualifications

• Experience in personal tax compliance and advisory work within professional services.
• Ability to build and maintain client relationships.
• Strong understanding of personal tax matters.

Responsibilities

• 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.
• Act as the main contact for client queries and HMRC correspondence.

Skills

Attention to detail

Client relationship management

Technical knowledge of UK tax legislation

Organisational skills

Proficiency in tax software

Education

Relevant qualifications in accountancy or tax (e.g., ATT)

Tools

Microsoft Office

Job description

A well-established professional services firm in Godalming is seeking a Private Client Tax Senior to manage tax compliance and advisory services for private clients. The role requires strong technical knowledge of UK tax legislation and client relationship management skills. Offering a competitive salary and opportunities for professional development, this position supports a hybrid working model.