Private Client Tax Senior in Guildford)

Austin Rose Associates Limited; Guildford; Hybrid; GBP 50,000 - 65,000; Full time

Job summary

A leading tax advisory firm in Guildford is seeking a qualified Private Client Tax Senior to manage a diverse portfolio of clients including high-net-worth individuals and owner-managed businesses. The ideal candidate will have over three years of personal tax experience and will enjoy flexible hybrid working, a generous holiday package, and regular social events.

Benefits

Flexible hybrid working

Generous holiday package

Regular social events

Qualifications

• Qualified Tax Advisor – ATT/CTA or equivalent experience required.
• Over 3 years of personal tax experience preferred.
• Experience managing a client portfolio required.

Responsibilities

• Manage annual tax returns for clients.
• Liaise with HM Revenue and Customs.
• Handle a range of personal tax assignments.
• Respond to client inquiries and issues.
• Train and supervise junior staff.

Skills

Personal tax experience

Client management

Advisory identification

Education

Qualified Tax Advisor – ATT/CTA

Job description

Private Client Tax Senior – Guildford, Surrey – 6 Partner Firm

Are you a qualified Private Client Tax Senior looking to further your career? Are you seeking to manage your own portfolio of clients?

Our client is a 6-partner firm based in Surrey. Their clients are a diverse mix of small and large, more complex entities. Ranging from start-up businesses to entities with complex affairs and assets in excess of £50m, their industry sectors include property, professional services, and natural resources. The firm prides itself on its friendly atmosphere and high staff retention rate.

Private Client Tax Senior responsibilities include:

1. Dealing with annual tax returns for delegated clients
2. Liaising with HM Revenue and Customs on behalf of clients
3. Involvement in a wide range of personal tax assignments, including tax forecasting, residence and domicile considerations, capital gains tax, planning, and enquiry work
4. Responding to client queries and issues
5. Managing your own portfolio of private clients, trusts, and partnerships, including billing responsibilities
6. Supporting Managers and Partners with their portfolios and ad hoc projects
7. Training and supervising junior staff

As a Private Client Tax Senior, you will be/have:

• A Qualified Tax Advisor – ATT/CTA – or qualified by experience
• Over 3 years’ personal tax experience
• Experience managing your own portfolio of clients, including directors of owner-managed businesses, property clients, HNWIs, landed estates, non-UK domiciled individuals, and non-resident clients
• Ability to identify potential advisory opportunities

In return, as a Private Client Tax Senior, you will receive:

• Flexible hybrid working
• Generous holiday package
• Regular social events

If you are seeking Private Client Tax Senior roles in Guildford, contact Austin Rose, the Public Practice Recruitment Specialists.