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Job Reference:
77d2f65235ce
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3
Posted:
25.06.2025
Expiry Date:
09.08.2025
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Job Description:
* Private Client Tax Senior Manager
* Farnham based accountancy firm
About Our Client
Our client is a large professional services organization with a strong reputation in the tax industry. With a commitment to providing high-quality services, this established firm is well-respected in Farnham and across the country.
Job Description
* Manage/support the tax compliance matters of a varied portfolio of approximately 1,000 clients, prepared by the wider Tax team.
* The majority of clients are personal tax clients, including directors, high net worth individuals, Trusts, and some partnerships, with varying complexity.
* Ensure all statutory tax returns are completed, filed on time, accurate, and follow best practices. Keep clients informed about obligations, deadlines, and relevant legislative changes.
* Maintain clear compliance and advisory files, prepare returns and review points for Partner review.
* Organize effective time management for workload and team, plan and prioritize tasks, and inform Partners of potential bottlenecks.
* Build and maintain client relationships via phone, email, letter, and in person.
* Stay updated on technical matters and upcoming changes, liaising with Tax Partners.
* Identify and act on opportunities for tax planning with partner support.
* Undertake ad hoc projects as requested by partners.
The Successful Applicant
The ideal Senior Private Client Tax Manager will have:
* Extensive knowledge of tax laws and regulations.
* Exceptional client service skills with the ability to develop and maintain relationships.
* Strong leadership and mentoring skills.
* Excellent written and verbal communication skills.
Whats on Offer
* Competitive salary from £70,000 to £80,000.
* Opportunity to work in a respected professional services firm in Alton.
* Continuous professional development opportunities.
* A supportive, diverse, and inclusive work environment.
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