Private Client Tax Senior

TPF Recruitment; Guildford; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading accountancy practice seeks a Private Client Tax Senior to manage a portfolio of clients. This role involves delivering exceptional tax compliance and advisory services, addressing client inquiries, and supervising junior staff. Ideal candidates will have strong experience in personal tax and a commitment to client service excellence.

Qualifications

• Experience in personal tax compliance and advisory services.
• Ability to manage a portfolio of clients.
• Strong communication skills for liaising with clients and HM Revenue & Customs.

Responsibilities

• Managing annual tax returns for assigned clients.
• Handling a diverse range of personal tax assignments.
• Training and supervising junior staff.

Skills

Client Management

Personal Tax Compliance

Tax Planning

Supervision

Job description

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Job Title: Private Client Tax Senior

Client: Accountancy Practice

We are recruiting for a leading provider of strategic accounting, tax, and business solutions for owner-managed businesses. Their approach involves working as a unified team across all services to support their clients in achieving their goals. They believe in nurturing and rewarding talent, helping staff to identify and achieve their own ambitions.

The Role

As part of the private client tax team, you will have the opportunity to work closely with clients, playing a key role in helping them realise their business and personal ambitions. The practice's clients come from a variety of sectors and regions, united by their entrepreneurial spirit and innovative ideas.

You will manage your own portfolio of private clients, trusts, and partnerships, delivering exceptional client service and producing work efficiently and effectively. The role includes providing comprehensive personal tax compliance and advisory services tailored to each client’s unique circumstances. Additionally, you will help train and supervise junior staff.

Responsibilities

• Managing annual tax returns for assigned clients
• Liaising with HM Revenue & Customs on behalf of clients
• Handling a diverse range of personal tax assignments, including tax forecasting, residence and domicile considerations, capital gains tax, planning, and enquiry work
• Addressing client issues and queries promptly
• Maintaining regular contact with clients
• Managing billing responsibilities for your portfolio of clients, trusts, and partnerships
• Collaborating with the team to meet deadlines and exceed client expectations
• Supporting Managers and Partners with their portfolios and special projects
• Training and supervising junior staff