Job Title: PrivateClient TaxSenior
Client:AccountancyPractice

Weare recruiting for a leading provider of strategic accounting taxand business solutions for ownermanaged businesses. Their approachinvolves working as a unified team across all services to supporttheir clients in achieving their goals. They believe in nurturingand rewarding talent helping staff to identify and achieve theirownambitions.

TheRole
As part of theprivate client tax team you will have the opportunity to workclosely with clients playing a key role in helping them realisetheir business and personal ambitions. practices clients come froma variety of sectors and regions united by their entrepreneurialspirit and innovativeideas.

Youwill manage your own portfolio of private clients trusts andpartnerships delivering exceptional client service and producingwork efficiently and effectively. The role includes providingcomprehensive personal tax compliance and advisory servicestailored to each client s unique circumstances. Additionally youwill help train and supervise juniorstaff.

Responsibilities
* Managingannual tax returns for assignedclients
* Liaisingwith HM Revenue & Customs on behalf ofclients
* Handlinga diverse range of personal tax assignments including taxforecasting residence and domicile considerations capital gains taxplanning and enquirywork
* Addressingclient issues and queriespromptly
* Maintainingregular contact withclients
* Managingbilling responsibilities for your portfolio of clients trusts andpartnerships
* Collaboratingwith the team to meet deadlines and exceed clientexpectations
* SupportingManagers and Partners with their portfolios and specialprojects
* Trainingand supervising juniorstaff



Requirements

* Strongteam mentality with the ability to workindependently
* QualifiedTax Advisor (ATT/CTA) or qualified byexperience
* Experiencein a private client/personal tax environment preferably inpractice
* Proficiencywith tax preparation software and HMRC onlineservices
* Excellentorganisational skills and experience managing a busy clientportfolio
* Attentionto detail and strong analytical and problemsolvingskills
* Confidentand adaptable communication skills both written andverbal
* Proactiveand determinedattitude
* Strongclient serviceorientation




Benefits

* Competitivesalary
* Flexibleworking hybrid working and flexible start and finishtimes
* Enhancedholidayallowance
* Collaborativeteam culture with support and genuine progressionopportunities

Formore information or a confidential conversation on your careeroptions please contact Kourtney Luckett;;.

Wehave many Personal Tax roles across Surrey and so if the rolesounds great but the location or seniority isnt perfect please getin touch for more localopportunities.


ATT/ CTA / ACA Qualified / Part-Qualified Significant privateclient/ personal tax expertise Experience of managing a portfolioof clients