Job Title: Personal Tax Senior

Location: West Surrey


About the Role


TPF Recruitment are seeking a Personal Tax Senior to join a dynamic team in the Farnham area. This permanent, full-time role offers hybrid and flexible working options. You will be an integral part of a supportive team, managing a portfolio of personal tax clients and providing expert tax advice.




Key Responsibilities

*Managing a portfolio of personal tax clients, ensuring compliance with HM Revenue & Customs and internal deadlines

*Preparing and processing tax returns and P11Ds from client-provided information

*Calculating and advising on tax liabilities and payment due dates

*Assisting clients with queries and providing ad-hoc advice

*Billing personal portfolio clients upon completion of work

*Handling client correspondence, phone calls, and meetings

*Supporting partners and staff with technical tax queries

*Assisting junior team members as needed

*Preparing technical reports related to income tax, capital gains tax, and inheritance tax

*Dealing with HMRC correspondence, phone calls, and inquiries

*Providing general support to the tax team


Requirements *Experience in a private client tax team

*Ideally ATT qualified

*Self-starter with high resilience and attention to detail

*Strong interpersonal and communication skills, both written and verbal

*Organized and capable of managing multiple projects simultaneously

*Strong IT skills, with the ability to learn new technology quickly

*Positive, proactive, and commercial mindset

*Confident, tactful, and discreet

*Strong team spirit and ability to work independently




Benefits *Hybrid and flexible working options

*Exposure to a diverse range of clients across various industries, including healthcare, property, advertising, and PR

*Close support from a Line Manager to aid your development and provide daily guidance

*A varied role within a talented and experienced team

*Opportunities to enhance your technical knowledge and skills

*A tailored career progression plan

*Competitive salary and comprehensive benefits package




For more information, or a confidential conversation on your career options, please contact Kourtney Luckett;
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As the leading provider of accountancy practice opportunities across the South-East we have many tax roles in Surrey, and so if the role sounds great but the location or seniority isn’t perfect, please get in touch for more local opportunities.