1. Private Client Tax Senior role
2. Well established firm in Godalming
About Our Client
The organisation is a well-established professional services firm with a respected presence in the industry. It operates on a small-sized scale, offering tailored services to its clients with a focus on quality and expertise.
Job Description
3. Manage a portfolio of private clients, ensuring timely and accurate tax compliance.
4. Prepare and review self-assessment tax returns for individuals, trusts, and estates.
5. Advise clients on tax-efficient strategies and planning opportunities.
6. Provide support with inheritance tax and capital gains tax matters.
7. Act as the main point of contact for client queries and correspondence with HMRC.
8. Assist with technical research and prepare advisory reports for clients.
9. Collaborate with colleagues to ensure seamless service delivery.
10. Stay updated on changes in tax legislation and ensure compliance.
The Successful Applicant
A successful Private Client Tax Senior should have:
11. Relevant qualifications in accountancy or tax (e.g., ATT).
12. Experience in personal tax compliance and advisory work within professional services.
13. Strong technical knowledge of UK tax legislation.
14. Excellent attention to detail and organisational skills.
15. Ability to build and maintain client relationships.
16. Proficiency in using tax software and Microsoft Office.
What's on Offer
17. A competitive salary in the range of £33000 to £45000 per annum.
18. Permanent position with opportunities for professional development.
19. Supportive and collaborative working environment in Godalming.
20. Exposure to a varied and interesting client portfolio.
21. Commitment to fostering career growth and technical expertise.
22. Hybrid working.