Private Client Tax Senior
Mar 13, 2025
Skills
Tax Experience • Accounting Software • GAAP • QuickBooks • Accounting • Sage • Account Reconciliation • Analysis Skills • Research Experience • SOX • Microsoft Excel • Financial Analysis
The Role
Tax Experience • Accounting Software • GAAP • QuickBooks • Accounting • Sage • Account Reconciliation • Analysis Skills • Research Experience • SOX • Microsoft Excel • Financial Analysis
Job Title: Private Client Tax Senior
Client: Accountancy Practice
We are recruiting for a leading provider of strategic accounting tax and business solutions for ownermanaged businesses. Their approach involves working as a unified team across all services to support their clients in achieving their goals. They believe in nurturing and rewarding talent helping staff to identify and achieve their own ambitions.
The Role
As part of the private client tax team you will have the opportunity to work closely with clients playing a key role in helping them realise their business and personal ambitions. practices clients come from a variety of sectors and regions united by their entrepreneurial spirit and innovative ideas.
You will manage your own portfolio of private clients trusts and partnerships delivering exceptional client service and producing work efficiently and effectively. The role includes providing comprehensive personal tax compliance and advisory services tailored to each client s unique circumstances. Additionally you will help train and supervise junior staff.
Responsibilities
- Managing annual tax returns for assigned clients
- Liaising with HM Revenue & Customs on behalf of clients
- Handling a diverse range of personal tax assignments including tax forecasting residence and domicile considerations capital gains tax planning and enquiry work
- Addressing client issues and queries promptly
- Maintaining regular contact with clients
- Managing billing responsibilities for your portfolio of clients trusts and partnerships
- Collaborating with the team to meet deadlines and exceed client expectations
- Supporting Managers and Partners with their portfolios and special projects
- Training and supervising junior staff
Requirements
- Strong team mentality with the ability to work independently
- Qualified Tax Advisor (ATT/CTA) or qualified by experience
- Experience in a private client/personal tax environment preferably in practice
- Proficiency with tax preparation software and HMRC online services
- Excellent organisational skills and experience managing a busy client portfolio
- Attention to detail and strong analytical and problemsolving skills
- Confident and adaptable communication skills both written and verbal
- Proactive and determined attitude
- Strong client service orientation
Benefits
- Competitive salary
- Flexible working hybrid working and flexible start and finish times
- Enhanced holiday allowance
- Collaborative team culture with support and genuine progression opportunities
For more information or a confidential conversation on your career options please contact Kourtney Luckett; ;.
We have many Personal Tax roles across Surrey and so if the role sounds great but the location or seniority isnt perfect please get in touch for more local opportunities.
ATT/ CTA / ACA Qualified / Part-Qualified Significant private client/ personal tax expertise Experience of managing a portfolio of clients
