Private Client Tax Senior

Michael Page; Godalming; Hybrid; GBP 33,000 - 45,000; Full time

Job summary

A well-established professional services firm in Godalming is seeking a Private Client Tax Senior to manage tax compliance and advisory services for private clients. The role requires strong technical knowledge of UK tax legislation and client relationship management skills. Offering a competitive salary and opportunities for professional development, this position supports a hybrid working model.

Benefits

Competitive salary

Permanent position with professional development opportunities

Supportive and collaborative working environment

Exposure to varied client portfolio

Qualifications

• Experience in personal tax compliance and advisory work within professional services.
• Ability to build and maintain client relationships.
• Strong understanding of personal tax matters.

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.
• Act as the main contact for client queries and HMRC correspondence.

Skills

Attention to detail

Client relationship management

Technical knowledge of UK tax legislation

Organisational skills

Proficiency in tax software

Education

Relevant qualifications in accountancy or tax (e.g., ATT)

Tools

Microsoft Office

Job description

The Private Client Tax Senior role involves managing tax compliance and advisory services for a portfolio of private clients. This position requires a strong understanding of personal tax matters and the ability to deliver excellent service in the professional services industry.

Client Details

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.

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.

Profile

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.

Job 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.
• Hybrid working.