Personal Tax Senior
Apr 30, 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: 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 fulltime 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 clientprovided information
- Calculating and advising on tax liabilities and payment due dates
- Assisting clients with queries and providing adhoc 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
- Selfstarter 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; ;.
As the leading provider of accountancy practice opportunities across the SouthEast we have many tax roles in Surrey and so if the role sounds great but the location or seniority isnt perfect please get in touch for more local opportunities.
Experience working within a UK accountancy practice essential.
