Overview
I am pleased to be supporting a well established accountancy firm in Guildford with their recruitment of a Private Client Tax Senior.
Responsibilities
* Dealing with annual tax returns for delegated clients
* Liaising with HM Revenue & Customs on behalf of clients
* Involvement in a wide range of personal tax assignments, including tax forecasting, considering residence and domicile status, capital gains tax, planning and enquiry work
* Responding to issues and queries from clients
* Maintaining regular client contact
* Managing your own portfolio of private clients, trusts and partnerships, including taking responsibility for raising bills
* Working as part of a team to meet all deadlines and ensure that client expectations are exceeded
* Providing support to Managers and Partners on their portfolios and ad hoc projects
* Training and supervising junior staff
Profile / Qualifications
* Strong team mentality but with the ability to work independently
* ATT/CTA qualification (or have significant experience working in tax)
* Previous work experience gained in a private client/personal tax environment, preferably in practice
* A good working knowledge of tax preparation software and HMRC online services
* Strong organisational skills, including proven experience in managing a busy client portfolio
* Good attention to detail
* Strong analytical and problem-solving skills - thinking outside the box and proposing solutions
* Confident and adaptable communication skills - written, verbally and in person
* Be proactive and determined
* Well-developed sense of client service
Job Offer / Benefits
* A market leading salary
* 25 days annual leave + bank holidays (increasing with time served)
* Hybrid working (2 days per week)
* Agile working (some flexibility re start time and finish time)
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Other, Information Technology, and Management
Industries
* Accounting
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