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Private client tax senior

Farnham
Pantalent
Posted: 5h ago
Offer description

Are you a skilled tax professional with expertise in private client tax? This is an exciting opportunity to support a thriving accounting & finance team in Farnham within the business services industry.

Client Details

This medium-sized business services firm has a strong reputation for providing exceptional support in accounting & finance. They are committed to delivering high-quality services to their clients and fostering professional growth among their employees.

Description

* Managing a portfolio of personal tax clients and ensuring compliance with HMRC and in-house deadlines
* Preparing and processing tax returns and P11Ds from information provided
* Calculation and advice of liabilities, together with due dates of payment to client
* Assisting with client queries and providing ad hoc advice where requested
* Billing personal portfolio clients after work completed
* Dealing with correspondence, telephone calls and arranging and attending meetings with clients and potential clients
* Assisting partners and staff members with technical queries
* Providing assistance to junior members of the team where appropriate
* Assisting in the preparation of technical reports in relation to income tax, capital gains tax and inheritance tax
* Dealing with HMRC correspondence, telephone calls and enquiries
* General support to the tax team as required

Profile

A successful Private Client Tax Senior should have:

* A strong foundation in private client tax, with relevant professional qualifications (ATT etc.)
* Experience working within an accountancy practice setting.
* Proficiency in tax software and Microsoft Office applications.
* Excellent analytical skills with a keen attention to detail.
* The ability to communicate complex tax matters clearly and effectively to clients.
* Experience of preparing accounts is desirable.

Job Offer

* A competitive salary in the range of £35,000 to £45,000, based on experience.
* A permanent position offering stability and opportunities for career progression.
* A supportive work environment in Farnham, with a focus on professional development.
* Hybrid working.
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