Private Client Tax Senior

TN United Kingdom; Guildford; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player seeks a Private Client Tax Senior to join their dynamic team. In this role, you will manage a portfolio of private clients, trusts, and partnerships, delivering exceptional tax compliance and advisory services. You will play a vital role in helping clients achieve their personal and business ambitions while training junior staff. This position offers a collaborative environment where your contributions will be valued, and your professional growth will be supported. If you are passionate about tax and client service, this opportunity is perfect for you.

Qualifications

• Experience in managing personal tax compliance and advisory services.
• Strong understanding of tax laws and regulations.

Responsibilities

• Manage annual tax returns and liaise with HM Revenue & Customs.
• Handle diverse personal tax assignments and client queries.

Skills

Personal Tax Compliance

Tax Advisory Services

Client Relationship Management

Tax Forecasting

Training and Supervision

Education

ACCA/CTA Qualification

Degree in Accounting or Finance

Job description

Social network you want to login/join with:

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

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