Private Client Tax Senior

ACCA Careers; Guildford; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid working (2 days per week)

Agile working hours

25 days annual leave + bank holidays

Job summary

ACCA Careers in Guildford is seeking a Private Client Tax Senior to manage a portfolio of personal tax, trusts and partnerships. You will prepare annual returns, liaise with HMRC, and contribute to billing and client service. The role suits ATT/CTA-qualified practitioners with strong tax software knowledge.

You will work within a collaborative team, supporting Managers and Partners while mentoring junior staff and meeting deadlines in a hybrid setup.

Qualifications

• Experience in private client tax, preferably in practice.
• Ability to manage a busy client portfolio and multitask effectively.
• Proficient with tax software and HMRC online services.

Responsibilities

• Prepare annual tax returns for delegated clients.
• Liaise with HMRC on behalf of clients.
• Manage portfolios of private clients, trusts, and partnerships, including billing.
• Train and supervise junior staff.
• Assist Managers and Partners on portfolios and ad hoc projects.

Skills

Private client tax

Analytical thinking

Client service

Organizational skills

Education

ATT/CTA qualification

Tools

Tax software

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)