Private Client Tax Senior

ACCA Careers; Farnham; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

Career progression

Professional development support

Job summary

ACCA Careers in Farnham is seeking a skilled Private Client Tax Senior to join our growing business services team. You will manage a portfolio of personal tax clients, ensure HMRC compliance, and deliver timely tax returns and P11Ds with careful attention to deadlines.

The role requires ATT or equivalent, accountancy practice experience, and proficiency with tax software and MS Office. We offer a competitive salary, a permanent contract, hybrid working, and clear opportunities for professional

Qualifications

• Private client tax experience in an accountancy practice.
• ATT or equivalent tax qualifications.
• Proficient with tax software and MS Office.

Responsibilities

• Manage a portfolio of personal tax clients and ensure HMRC compliance and deadlines.
• Prepare and process tax returns and P11Ds from client information.
• Calculate liabilities and advise on payment due dates to clients.
• Assist with client queries and provide ad hoc tax advice.
• Bill personal portfolio clients after work is completed.
• Handle correspondence, calls and meetings with clients and potential clients.
• Support partners and staff with technical queries.
• Mentor junior team members as appropriate.
• Assist in preparing technical reports on income, capital gains and inheritance tax.
• Handle HMRC correspondence and enquiries.
• Provide general support to the tax team as required.

Skills

Private client tax

Attention to detail

Client communication

Analytical thinking

Education

ATT or equivalent

Tools

Tax software

Microsoft Office

Job description

Are you a skilled tax professional with expertise in private client tax? This is an exciting opportunity to support a thriving accounting & finance team in Farnham within the business services industry.

Client Details

This medium-sized business services firm has a strong reputation for providing exceptional support in accounting & finance. They are committed to delivering high-quality services to their clients and fostering professional growth among their employees.

Description

• Managing a portfolio of personal tax clients and ensuring compliance with HMRC and in-house deadlines
• Preparing and processing tax returns and P11Ds from information provided
• Calculation and advice of liabilities, together with due dates of payment to client
• Assisting with client queries and providing ad hoc advice where requested
• Billing personal portfolio clients after work completed
• Dealing with correspondence, telephone calls and arranging and attending meetings with clients and potential clients
• Assisting partners and staff members with technical queries
• Providing assistance to junior members of the team where appropriate
• Assisting in the preparation of technical reports in relation to income tax, capital gains tax and inheritance tax
• Dealing with HMRC correspondence, telephone calls and enquiries
• General support to the tax team as required

Profile

A Successful Private Client Tax Senior Should Have

• A strong foundation in private client tax, with relevant professional qualifications (ATT etc.)
• Experience working within an accountancy practice setting.
• Proficiency in tax software and Microsoft Office applications.
• Excellent analytical skills with a keen attention to detail.
• The ability to communicate complex tax matters clearly and effectively to clients.
• Experience of preparing accounts is desirable.

Job Offer

• A competitive salary in the range of £35,000 to £45,000, based on experience.
• A permanent position offering stability and opportunities for career progression.
• A supportive work environment in Farnham, with a focus on professional development.
• Hybrid working.