Private Client Tax Senior

ACCA Careers; Reigate; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Competitive salary

Generous holiday

Professional development

Hybrid working

Collaborative team environment

Job summary

ACCA Careers is seeking a Private Client Tax Senior based in Reigate to manage and advise on personal tax matters for a varied client portfolio.

You will handle compliance, provide advisory support, review work, and maintain strong client relationships while staying up to date with UK tax legislation. Hybrid working and a supportive team environment are offered. This role provides a clear path for professional development and close collaboration with senior managers.

Qualifications

• 3+ years' experience in a tax/accountancy practice.
• Solid understanding of UK tax with exposure to a wide range of client profiles.
• Comfortable working with clients directly.

Responsibilities

• Manage the tax compliance process for an existing portfolio of varied clients, including property investors, non-residents, non-doms and HNWs.
• Build and maintain strong client relationships.
• Assist with advisory matters arising from the portfolio and other clients with the support of senior managers/directors.
• Communicate with clients regarding routine queries in a timely manner.
• Review work prepared by trainees and provide constructive feedback.
• Monitor budgets and deadlines for allocated work.
• Maintain knowledge of relevant UK tax legislation and updates.
• Support training and development of junior staff

Skills

UK tax knowledge

Client communication

Time management

Detail oriented

Education

ATT or CTA

Tools

Microsoft Office

Tax software

Job description

This is an exciting opportunity for a Private Client Tax Senior to manage and advise on personal tax matters within the professional services industry. Based in Reigate, the role requires technical expertise in tax compliance and advisory services.

Client Details

This role is with a well-established and growing organisation in the professional services industry. Operating as a medium-sized firm, it is known for its expertise in providing tailored tax solutions and fostering a collaborative working environment.

Description

• Manage the tax compliance process for an existing portfolio of varied clients, including property investors, non-residents, non-doms and HNWs.
• Build and maintain strong client relationships.
• Assist with advisory matters arising from the portfolio and other clients with the support of senior managers/directors.
• Communicate with clients regarding routine queries in a timely manner.
• Review work prepared by trainees and provide constructive feedback.
• Monitor budgets and deadlines for allocated work.
• Maintain knowledge of relevant UK tax legislation and updates.
• Support training and development of junior staff

Profile

• ATT qualified or CTA part-qualified.
• 3+ years' experience in a tax/accountancy practice.
• Solid understanding of UK tax with exposure to a wide range of client profiles.
• Comfortable working with clients directly.
• Attention to detail, with ability to apply technical knowledge practically.
• Confident written and verbal communication.
• Capable with Microsoft office and tax software.
• Highly organised with good time management skills.

Job Offer

• Competitive salary in the range of £35,000 to £45,000 (DOE).
• Generous holiday allowance to support work-life balance.
• Opportunities for professional development and career progression.
• A supportive and collaborative team environment in Reigate.
• Exposure to a diverse client base and complex tax scenarios.
• Hybrid working.