Private Client Tax Senior

Page Personnel; Guildford; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

25 days annual leave

Hybrid working

Agile working

Job summary

Page Personnel are partnering with a well established independent accountancy firm in Guildford to recruit a tax specialist focused on private clients. You will manage a busy portfolio, prepare annual tax returns, and liaise with HMRC while delivering high levels of client service.

With ATT/CTA or equivalent experience, you will work alongside Managers and Partners, train junior staff, and help shape tax planning, forecasting, and advisory work.

Qualifications

• ATT/CTA qualification or equivalent experience in tax.
• Experience in private client/personal tax environment, preferably in practice.
• Good working knowledge of tax preparation software and HMRC online services.

Responsibilities

• Dealing with annual tax returns for delegated clients.
• Liaising with HM Revenue & Customs on behalf of clients.
• Tax forecasting and planning, including residence and domicile status and capital gains tax.
• Responding to client queries and maintaining regular contact.
• Managing your own portfolio of private clients, trusts and partnerships, including billing.
• Working with a team to meet deadlines and exceed client expectations.
• Training and supervising junior staff; supporting Managers and Partners.

Skills

Team mentality

Organisational skills

Analytical thinking

Problem-solving

Client service

Communication skills

Proactivity

Education

ATT/CTA qualification

Tools

Tax software

HMRC online services

Job description

• Well established independent accountancy firm

About Our Client

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.

Job 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

The Successful Applicant

• 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
• 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

What's on 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)