Senior Tax Accountant & Client Advisory Lead

WH Finance Ltd; Wokingham; On-site; GBP 65,000 - 95,000; Full time

Job summary

WH Finance Ltd. is recruiting a Senior Tax Accountant / Tax Manager for a hands-on, office-based role in Hurst, Berkshire.

You will support the Tax Director in delivering high-quality tax compliance and advisory services while managing client portfolios and liaising with HMRC. The role emphasizes close collaboration with colleagues and delivering timely, accurate tax returns and advisory work within a practice setting.

Qualifications

• Strong experience in a tax role within practice.
• In-depth knowledge of UK tax legislation.
• Proven ability to manage a client portfolio independently.
• Excellent communication and interpersonal skills.

Responsibilities

• Manage a portfolio of personal clients.
• Oversee the preparation and review of tax returns, ensuring accuracy and compliance with current legislation.
• Preparation and/or review of a range of compliance filings including Capital Gains Tax returns, ATED returns, ERS returns & P11D forms.
• Support the Tax Director on advisory projects, including tax planning and structuring.
• Act as a main point of contact for clients, building strong and lasting relationships.
• Be the first point of contact for allocated clients, responding to various client enquiries in an accurate and timely manner.
• Review work prepared by junior staff and provide guidance and mentoring.
• Liaise with HMRC on behalf of clients.
• Ensure deadlines are met and workflows are managed effectively.

Skills

Client portfolio management

UK tax legislation

Communication skills

Interpersonal skills

Job description

WH Finance Ltd. is recruiting a Senior Tax Accountant / Tax Manager for a hands-on, office-based role in Hurst, Berkshire.

You will support the Tax Director in delivering high-quality tax compliance and advisory services while managing client portfolios and liaising with HMRC. The role emphasizes close collaboration with colleagues and delivering timely, accurate tax returns and advisory work within a practice setting.