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Private client tax senior

Farnham
Permanent
Page Personnel
Posted: 9 July
Offer description

1. Private Client Tax Senior
2. Top 100 accountancy firm near Farnham

About Our Client

This medium-sized business services firm has a strong reputation for providing exceptional support in accounting & finance. They are committed to delivering high-quality services to their clients and fostering professional growth among their employees.

Job Description

3. Managing a portfolio of personal tax clients and ensuring compliance with HMRC and in-house deadlines
4. Preparing and processing tax returns and P11Ds from information provided
5. Calculation and advice of liabilities, together with due dates of payment to client
6. Assisting with client queries and providing ad hoc advice where requested
7. Billing personal portfolio clients after work completed
8. Dealing with correspondence, telephone calls and arranging and attending meetings with clients and potential clients
9. Assisting partners and staff members with technical queries
10. Providing assistance to junior members of the team where appropriate
11. Assisting in the preparation of technical reports in relation to income tax, capital gains tax and inheritance tax
12. Dealing with HMRC correspondence, telephone calls and enquiries
13. General support to the tax team as required

The Successful Applicant

A successful Private Client Tax Senior should have:

14. A strong foundation in private client tax, with relevant professional qualifications (ATT etc.)
15. Experience working within an accountancy practice setting.
16. Proficiency in tax software and Microsoft Office applications.
17. Excellent analytical skills with a keen attention to detail.
18. The ability to communicate complex tax matters clearly and effectively to clients.
19. Experience of preparing accounts is desirable.

What's on Offer

20. A competitive salary in the range of £35,000 to £45,000, based on experience.
21. A permanent position offering stability and opportunities for career progression.
22. A supportive work environment in Farnham, with a focus on professional development.
23. Hybrid working.

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