Private Client Tax Senior

ACCA Careers; Guildford; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

25 days annual leave

Hybrid working

Agile working

Job summary

ACCA Careers in Guildford is recruiting for a Private Client Tax Senior to join a well-established accountancy firm. You will manage a portfolio of private clients, including trusts and partnerships, while delivering proactive tax planning and timely advice.

The role involves liaising with HMRC on behalf of clients, supervising junior staff, and supporting Partners on complex portfolios. A strong client service mindset and ATT/CTA or equivalent tax experience are essential.

Qualifications

• Experience handling annual tax returns for delegated private clients.
• Liaising with HMRC on behalf of clients.
• Experience in personal tax planning, forecasting, and capital gains.
• Training and supervising junior staff.

Responsibilities

• Manage a portfolio of private clients, trusts and partnerships.
• Ensure deadlines are met and client expectations are exceeded.
• Provide support to Managers and Partners on portfolios and ad hoc projects.
• Respond to client queries and maintain regular contact.

Skills

Team player

Analytical thinking

Proactive

Client service

Communication skills

Education

ATT/CTA qualification

Tools

Tax software

HMRC online services

Job description

I am pleased to be supporting a well established accountancy firm in Guildford with their recruitment of a Private Client Tax Senior.

Client Details

Our client is an established professional accountancy firm, known for their commitment to excellence. With a team of over 30 based in Guildford, they offer a wealth of expertise in various areas of tax, audit and accounting.

Description

• Dealing with annual tax returns for delegated clients
• Liaising with HM Revenue & Customs on behalf of clients
• Involvement in a wide range of personal tax assignments, including tax forecasting, considering residence and domicile status, capital gains tax, planning and enquiry work
• Responding to issues and queries from clients
• Maintaining regular client contact
• Managing your own portfolio of private clients, trusts and partnerships, including taking responsibility for raising bills
• Working as part of a team to meet all deadlines and ensure that client expectations are exceeded
• Providing support to Managers and Partners on their portfolios and ad hoc projects
• Training and supervising junior staff

Profile

• Strong team mentality but with the ability to work independently
• ATT/CTA qualification (or have significant experience working in tax)
• Previous work experience gained in a private client/personal tax environment, preferably in practice
• A good working knowledge of tax preparation software and HMRC online services
• Strong organisational skills, including proven experience in managing a busy client portfolio
• Good attention to detail
• Strong analytical and problem-solving skills - thinking outside the box and proposing solutions
• Confident and adaptable communication skills - written, verbally and in person
• Be proactive and determined
• Well-developed sense of client service

Job Offer

• A market leading salary
• 25 days annual leave + bank holidays (increasing with time served)
• Hybrid working (2 days per week)
• Agile working (some flexibility re start time and finish time)