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.