1. Private Client Tax Senior
2. Well established independent accountancy firm
About Our Client
Our client is an established professional accountancy firm, known for their commitment to excellence. With a team of over 30 based in Guildford, they offer a wealth of expertise in various areas of tax, audit and accounting.
Job Description
3. Dealing with annual tax returns for delegated clients
4. Liaising with HM Revenue & Customs on behalf of clients
5. Involvement in a wide range of personal tax assignments, including tax forecasting, considering residence and domicile status, capital gains tax, planning and enquiry work
6. Responding to issues and queries from clients
7. Maintaining regular client contact
8. Managing your own portfolio of private clients, trusts and partnerships, including taking responsibility for raising bills
9. Working as part of a team to meet all deadlines and ensure that client expectations are exceeded
10. Providing support to Managers and Partners on their portfolios and ad hoc projects
11. Training and supervising junior staff
The Successful Applicant
12. Strong team mentality but with the ability to work independently
13. ATT/CTA qualification (or have significant experience working in tax)
14. Previous work experience gained in a private client/personal tax environment, preferably in practice
15. A good working knowledge of tax preparation software and HMRC online services
16. Strong organisational skills, including proven experience in managing a busy client portfolio
17. Good attention to detail
18. Strong analytical and problem-solving skills - thinking outside the box and proposing solutions
19. Confident and adaptable communication skills - written, verbally and in person
20. Be proactive and determined
21. Well-developed sense of client service
What's on Offer
22. A market leading salary
23. 25 days annual leave + bank holidays (increasing with time served)
24. Hybrid working (2 days per week)
25. Agile working (some flexibility re start time and finish time)