Private Client Tax Senior

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

Benefits offered by this job

Hybrid working 2 days/week

25 days annual leave + bank holidays

Agile working hours

Job summary

ACCA Careers is supporting a well established accountancy firm in Guildford in their search for a Private Client Tax Senior. You will manage a portfolio of private clients, trusts and partnerships, handling annual tax returns and HMRC liaison.

Based in a hybrid role with two days in the office, you will provide tax planning, forecasting and advisory support, train junior staff and work closely with Managers and Partners to exceed client expectations.

Qualifications

• ATT/CTA qualification or equivalent experience
• Experience in private client/personal tax in practice
• Knowledge of tax preparation software and HMRC online services
• Strong organisational skills with managing busy client portfolios
• Confident client service and communication skills

Responsibilities

• Dealing with annual tax returns for delegated clients
• Liaising with HMRC on behalf of clients
• Involvement in personal tax assignments (forecasting, residence/domicile, CGT, planning)
• Responding to client queries
• Maintaining regular client contact
• Managing own portfolio of private clients, trusts and partnerships, including raising bills
• Training and supervising junior staff

Skills

ATT/CTA qualification

Private client tax

Tax software

Analytical skills

Tools

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)