Private Client Tax Senior

Michael Page; Camberley; Hybrid; GBP 40,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Michael Page is seeking a Private Client Tax Senior in Camberley to manage personal tax compliance and provide advisory services to a varied client base. The role involves overseeing tax return preparation, client communication, and collaborating with other departments to ensure an excellent service experience.

Ideal candidates will have professional tax qualifications (ATT/CTA/ACA/ACCA) and proven private client tax experience within a professional services setting.

Qualifications

• Qualified in tax or accountancy (ATT/CTA/ACA/ACCA) or equivalent experience.
• Proven private client tax experience within professional services.
• Strong knowledge of personal tax compliance.

Responsibilities

• Oversee and manage the preparation of personal tax returns.
• Provide advisory support on tax planning opportunities and compliance.
• Act as a key point of contact for clients and tailor advice.
• Review work by junior team members for quality and accuracy.
• Collaborate with other departments to ensure a seamless client experience.
• Stay up-to-date with tax legislation and communicate updates to clients.
• Identify opportunities to develop and improve the tax service offering.
• Support the team in achieving departmental targets.

Skills

Private client tax

Tax compliance

Advisory services

Client relationships

Education

Professional qualification in tax or accountancy (ATT/CTA/ACA/ACCA)

Job description

The role of Private Client Tax Senior offers an excellent opportunity to manage and deliver high-quality tax compliance and advisory services to a varied client base. This position is ideal for someone with a strong background in tax who is looking to develop their career within the professional services industry.

Client Details

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.

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.

Profile

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.

Job 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.
• Hybrid working.