Job Description
The Private Client Tax Senior role involves managing tax compliance and advisory services for a portfolio of private clients. This position requires a strong understanding of personal tax matters and the ability to deliver excellent service in the professional services industry.
Client Details
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.
Description
* Manage a portfolio of private clients, ensuring timely and accurate tax compliance.
* Prepare and review self-assessment tax returns for individuals, trusts, and estates.
* Advise clients on tax-efficient strategies and planning opportunities.
* Provide support with inheritance tax and capital gains tax matters.
* Act as the main point of contact for client queries and correspondence with HMRC.
* Assist with technical research and prepare advisory reports for clients.
* Collaborate with colleagues to ensure seamless service delivery.
* Stay updated on changes in tax legislation and ensure compliance.
Profile
A successful Private Client Tax Senior should have:
* Relevant qualifications in accountancy or tax (e.g., ATT).
* Experience in personal tax compliance and advisory work within professional services.
* Strong technical knowledge of UK tax legislation.
* Excellent attention to detail and organisational skills.
* Ability to build and maintain client relationships.
* Proficiency in using tax software and Microsoft Office.
Job Offer
* A competitive salary in the range of £33000 to £45000 per annum.
* Permanent position with opportunities for professional development.
* Supportive and collaborative working environment in Godalming.
* Exposure to a varied and interesting client portfolio.
* Commitment to fostering career growth and technical expertise.
* Hybrid working.