Personal Tax Senior

TN United Kingdom; Farnham; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is looking for a Personal Tax Senior to join their dynamic team in the Farnham area. This exciting opportunity offers a permanent, full-time position with hybrid working options. You will play a crucial role in managing a diverse portfolio of personal tax clients, ensuring compliance with tax regulations while providing expert advice. The role involves preparing tax returns, advising clients on tax liabilities, and supporting junior team members. If you are passionate about personal tax and thrive in a supportive environment, this is the perfect opportunity for you.

Qualifications

• Experience in managing personal tax portfolios and compliance.
• Strong knowledge of HM Revenue & Customs regulations.

Responsibilities

• Manage a portfolio of personal tax clients and ensure compliance.
• Prepare and process tax returns and provide expert tax advice.

Skills

Personal Tax Knowledge

Client Management

Tax Compliance

Advisory Skills

Education

ACCA/CTA Qualification

Bachelor's Degree in Finance or Accounting

Job description

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Job Title: Personal Tax Senior

Location: West Surrey

About the Role

TPF Recruitment is 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

1. Managing a portfolio of personal tax clients, ensuring compliance with HM Revenue & Customs and internal deadlines
2. Preparing and processing tax returns and P11Ds from client-provided information
3. Calculating and advising on tax liabilities and payment due dates
4. Assisting clients with queries and providing ad-hoc advice
5. Billing personal portfolio clients upon completion of work
6. Handling client correspondence, phone calls, and meetings
7. Supporting partners and staff with technical tax queries
8. Assisting junior team members as needed
9. Preparing technical reports related to income tax, capital gains tax, and inheritance tax
10. Dealing with HMRC correspondence, phone calls, and inquiries
11. Providing general support to the tax team