Private Client Tax Senior

Michael Page (UK); England; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading professional services firm in the United Kingdom is seeking a Mixed Tax Senior to manage a diverse portfolio of clients and provide tailored tax advice. The ideal candidate will have proven experience in the accountancy industry, be ATT qualified or have equivalent experience, and possess excellent interpersonal skills. The role offers a competitive salary between £35,000 and £45,000, hybrid working options, and the chance to work in a supportive and inclusive environment.

Benefits

Competitive salary

Hybrid working

Inclusive and supportive company culture

Opportunities for professional growth

Qualifications

• Excellent knowledge of tax legislation and compliance.
• Ability to maintain and develop client relationships.

Responsibilities

• Managing a portfolio of private clients effectively and efficiently.
• Providing bespoke tax advice to clients.
• Preparing and reviewing tax returns to ensure accuracy.
• Maintaining strong client relationships through excellent communication.
• Identifying opportunities for tax planning and advising clients.
• Ensuring compliance with all tax regulations.

Skills

Proven experience in a tax-focused role within the accountancy industry

Strong interpersonal skills

Strategic mindset for identifying tax planning opportunities

Proactive approach to staying updated on tax regulations

Education

ATT qualified/part-qualified or qualified by experience

Job description

• Mixed Tax Senior
• Well established firm near Farnham

About Our Client

This is an opportunity to join a mid-sized organisation that has built a strong reputation in the professional services industry. With a diverse and inclusive culture, the firm takes pride in delivering top-notch tax and financial services to a broad client base.

Job Description

• Managing a portfolio of private clients effectively and efficiently (with a small amount of Business Tax clients too).


• Providing bespoke tax advice to clients.


• Preparing and reviewing tax returns to ensure accuracy.


• Maintaining strong client relationships through excellent communication.


• Identifying opportunities for tax planning and advising clients accordingly.


• Ensuring compliance with all tax regulations and staying updated on tax legislation changes.


• Working collaboratively with other departments to deliver holistic client service.


• Contributing to the growth of the tax department by attracting new clients.

The Successful Applicant

A successful Mixed Tax Senior should have:

• Proven experience in a tax-focused role within the accountancy industry.


• ATT qualified/part-qualified or qualified by experience.


• Excellent knowledge of tax legislation and compliance.


• Strong interpersonal skills to maintain and develop client relationships.


• A strategic mindset for identifying tax planning opportunities.


• A proactive approach to staying updated on changes in tax regulations.

What's on Offer

• A competitive salary range, approximately between £35,000 and £45,000.


• Hybrid working.


• An inclusive and supportive company culture.


• The opportunity to work with a diverse portfolio of clients in the professional services industry.


• A role based in the beautiful location of Farnham.


• Opportunities for professional growth and development.