Private Client Tax Senior

Michael Page; Sevenoaks; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

Michael Page is recruiting on behalf of a leading independent accountancy firm in Sevenoaks for a Private Client Tax Senior. You will support clients with tax compliance and advisory needs, ensuring obligations are met while maximising opportunities.

You will manage a portfolio of around 225 clients, prepare and review personal tax and MTD returns with minimal supervision, and mentor junior team members, while navigating HMRC queries and complex tax matters in the UK.

Qualifications

• 4+ years experience in personal tax in an accountancy practice.
• ATT/CTA studier or qualified.
• Experience managing a portfolio of clients.
• Experience with complex compliance and advisory projects.

Responsibilities

• Prepare and review personal tax and Making Tax Digital (MTD) returns with minimal supervision.
• Manage a portfolio of clients (circa 225), acting as their primary point of contact and ensuring excellent client service.
• Prepare and submit P11Ds, benefits-in-kind calculations, and employer Class 1A NICs, providing guidance on compliance requirements.
• Produce accurate tax computations, including income tax, capital gains tax, and other personal tax matters.
• Support, review, and mentor junior team members, providing technical guidance and development opportunities.
• Handle HMRC enquiries, correspondence, disclosures, and more complex tax matters, including inheritance tax, capital gains, and non-resident issues.
• Identify tax planning opportunities, manage client deadlines, and ensure compliance with current UK tax legislation and best practice.

Skills

Personal tax

Client portfolio management

Mentoring junior staff

Tax advisory

Education

ATT/CTA studier or qualified

Job description

As a Private Client Tax Senior in Sevenoaks, you'll support clients with their tax compliance and advisory needs, ensuring they meet obligations while maximising opportunities. You'll play a key role in helping clients navigate tax matters effectively within the accountancy industry.

Client Details

Our client is a leading, independent accountancy firm in Sevenoaks. They pride themselves on their rich history and their desire to remain independent moving forward. Our client has a very low turnover of staff (this role came about via a retirement).

Description

• Prepare and review personal tax and Making Tax Digital (MTD) returns with minimal supervision.
• Manage a portfolio of clients (circa 225), acting as their primary point of contact and ensuring excellent client service.
• Prepare and submit P11Ds, benefits-in-kind calculations, and employer Class 1A NICs, providing guidance on compliance requirements.
• Produce accurate tax computations, including income tax, capital gains tax, and other personal tax matters.
• Support, review, and mentor junior team members, providing technical guidance and development opportunities.
• Handle HMRC enquiries, correspondence, disclosures, and more complex tax matters, including inheritance tax, capital gains, and non-resident issues.
• Identify tax planning opportunities, manage client deadlines, and ensure compliance with current UK tax legislation and best practice.

Profile

• 4+ years experience working in personal tax in an accountancy practice setting
• ATT/CTA studier or qualified
• Experience managing a portfolio of clients
• Experience of complex compliance and starting to assist clients with advisory projects

Job Offer

• Competitive salary between £40,000 and £50,000, dependent on the level of experience
• Permanent position within the professional services industry
• Opportunity to work in a professional environment in Sevenoaks
• Hybrid working (after successful probation completed)