Personal Tax & Trust Senior

Michael Page (UK); East Clandon; Hybrid; GBP 50,000 - 55,000; Full time

Job summary

A well-established professional services firm in Guildford is seeking a Personal Tax & Trust Senior to manage a diverse portfolio of clients. The ideal candidate will be ATT qualified with sound knowledge of personal tax and trust issues. Responsibilities include preparing tax returns, liaising with HMRC, and supporting business development initiatives. The role offers a competitive salary and hybrid working arrangements.

Benefits

Competitive salary

Professional development opportunities

Supportive working environment

Qualifications

• Proficient in managing a diverse client portfolio.
• Strong organisational and prioritisation abilities.
• Up-to-date knowledge of tax & trust legislation.

Responsibilities

• Manage a diverse portfolio of personal tax and trust clients.
• Prepare tax returns and trust accounts.
• Liaise with HMRC regarding client matters.

Skills

Personal tax knowledge

Trust management skills

Excellent communication

Attention to detail

Education

ATT qualified

Tools

Tax software

Job description

Personal Tax & Trust Senior — Well established firm in Guildford

About Our Client

Our client is a medium-sized organisation within the professional services industry. Recognised for their commitment to delivering top-notch services, they maintain a strong reputation for providing exemplary advice to their diverse clientele.

Job Description

• Managing a diverse portfolio of personal tax and trust clients.
• Preparing tax returns and trust accounts.
• Assisting in the planning and advising of clients.
• Maintaining up-to-date knowledge of tax & trust legislation and best practice.
• Liaising with HMRC regarding client matters.
• Supporting the team with technical research and analysis.
• Encouraging a positive and professional working environment.
• Participating in business development initiatives.

The Successful Applicant

A successful) Personal Tax & Trust Senior should have:

• ATT qualified.
• Sound knowledge of personal tax and trust issues.
• Proficiency in managing a diverse client portfolio.
• Excellent communication and interpersonal skills.
• A keen eye for detail and high levels of accuracy.
• Strong organisational and prioritisation abilities.
• Proficiency in using tax software.

What's on Offer

• A competitive salary in the range of £50,000 - £55,000 GBP.
• A supportive and professional working environment.
• Opportunities for professional development and growth.
• Hybrid working.
• A location in the picturesque town of Guildford.
• A role within a respected professional services company.