Personal Tax & Trust Senior

Michael Page; Guildford; Hybrid; GBP 50,000 - 55,000; Full time

Job summary

A respected professional services company in Guildford is seeking a Personal Tax & Trust Senior to manage a diverse portfolio. Candidates should be ATT qualified with a sound knowledge of tax and trust issues. This role offers a competitive salary between £50,000 - £55,000 and supports a hybrid working environment, along with opportunities for professional development.

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

• Managing a diverse portfolio of personal tax and trust clients.
• Preparing tax returns and trust accounts.
• Assisting in the planning and advising of clients.

Skills

Personal tax knowledge

Trust management expertise

Communication skills

Organizational skills

Attention to detail

Education

ATT qualified

Tools

Tax software

Job description

An exciting opportunity for a Personal Tax & Trust Senior to join a professional services team in Guildford. This role requires a proficient individual with a passion for tax and trust management.

Client Details

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.

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.

Profile

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.

Job 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.