Private Client Tax Senior

Page Personnel; Burgh Heath; On-site; GBP 40,000 - 45,000; Full time

Benefits offered by this job

Competitive salary

Job summary

Page Personnel is recruiting a Private Client Tax Senior in Camberley. You will oversee personal tax return preparation for a varied client base and provide advisory tax planning insights.

You will be the principal client contact, guiding queries and delivering tailored advice. You will review junior staff work for accuracy, collaborate with other departments for a seamless client experience, and keep abreast of tax legislation changes to inform clients and colleagues.

Qualifications

• Professional tax or accountancy qualification (ATT/CTA/ACA/ACCA) or equivalent experience.
• Proven experience in private client tax within a professional services environment.
• Strong technical knowledge of personal tax compliance.
• Excellent communication skills and client relationship abilities.

Responsibilities

• Oversee and manage the preparation of personal tax returns for a diverse client portfolio.
• Provide advisory support on tax planning opportunities and compliance issues.
• Act as a key point of contact for clients and offer tailored advice.
• Review work by junior team members for quality and accuracy.
• Collaborate with other departments to ensure a seamless client experience.
• Stay updated with changes in tax legislation and share updates with clients and colleagues.
• Identify opportunities to develop and improve the tax service offering.
• Support the team in achieving departmental objectives and targets.

Skills

Client relationships

Attention to detail

Tax knowledge

Education

ATT/CTA/ACA/ACCA

Job description

• Well established accountancy firm in Camberley

About Our Client

This is a well-established professional services firm with a strong reputation for delivering exceptional tax and advisory services. Based in Camberley, the organisation prides itself on providing tailored solutions to a wide range of private clients.

Job Description

• Oversee and manage the preparation of personal tax returns for a diverse client portfolio.
• Provide advisory support on tax planning opportunities and compliance issues.
• Act as a key point of contact for clients, addressing queries and offering tailored advice.
• Review work completed by junior team members to ensure quality and accuracy.
• Collaborate with other departments to provide a seamless client experience.
• Keep up-to-date with changes in tax legislation and communicate relevant updates to clients and colleagues.
• Assist in identifying opportunities to develop and improve the tax service offering.
• Support the team in achieving departmental objectives and targets.

The Successful Applicant

A successful Private Client Tax Senior should have:

• A professional qualification in tax or accountancy (e.g., ATT, CTA, ACA, ACCA) or equivalent experience.
• Proven experience in private client tax within a professional services environment.
• Strong technical knowledge of personal tax compliance.
• Excellent communication skills, with the ability to build and maintain client relationships.
• A proactive approach to problem-solving and delivering exceptional client service.
• Attention to detail and the ability to manage multiple tasks effectively.

What's on Offer

• Competitive salary between £40,000 and £45,000, depending on experience.
• Permanent role within a reputable professional services firm based in Camberley.
• Opportunities for career development and progression within the tax department.
• A supportive and collaborative working environment.
• Exposure to a varied and interesting client portfolio.