Private Client Tax Senior

Page Personnel; Camberley; On-site; GBP 33,000 - 45,000; Full time

Job summary

Page Personnel is seeking a Private Client Tax Senior to manage a portfolio of private clients, ensuring timely tax compliance and high-quality advisory support. You will prepare self-assessment returns for individuals, trusts and estates, advise on tax-efficient strategies, and handle inheritance tax and capital gains matters.

The role requires ATT or equivalent qualifications, strong UK tax knowledge, and excellent client relationship skills.

Qualifications

• Relevant qualifications in accountancy or tax (e.g., ATT).
• Experience in personal tax compliance and advisory work within professional services.
• Strong technical knowledge of UK tax legislation.
• Excellent attention to detail and organisational skills.
• Ability to build and maintain client relationships.
• Proficiency in using tax software and Microsoft Office.

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.
• Provide support with inheritance tax and capital gains tax matters.
• Act as the main point of contact for client queries and correspondence with HMRC.
• Assist with technical research and prepare advisory reports for clients.
• Collaborate with colleagues to ensure seamless service delivery.
• Stay updated on changes in tax legislation and ensure compliance.

Skills

Private client tax

HMRC liaison

Tax planning

Client relations

Attention to detail

Education

ATT qualification or equivalent

Tools

Tax software

Microsoft Office

Job description

The organisation is a well-established professional services firm with a respected presence in the industry. It operates on a small-sized scale, offering tailored services to its clients with a focus on quality and expertise.

Job Description

• 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.
• Provide support with inheritance tax and capital gains tax matters.
• Act as the main point of contact for client queries and correspondence with HMRC.
• Assist with technical research and prepare advisory reports for clients.
• Collaborate with colleagues to ensure seamless service delivery.
• Stay updated on changes in tax legislation and ensure compliance.

The Successful Applicant

A successful Private Client Tax Senior should have:

• Relevant qualifications in accountancy or tax (e.g., ATT).
• Experience in personal tax compliance and advisory work within professional services.
• Strong technical knowledge of UK tax legislation.
• Excellent attention to detail and organisational skills.
• Ability to build and maintain client relationships.
• Proficiency in using tax software and Microsoft Office.

What's on Offer

• A competitive salary in the range of £33000 to £45000 per annum.
• Permanent position with opportunities for professional development.
• Supportive and collaborative working environment in Godalming.
• Exposure to a varied and interesting client portfolio.
• Commitment to fostering career growth and technical expertise.