Private Client Tax Senior

Farnham Permanent £35,000 - £45,000 per year View Job Description
Are you a skilled tax professional with expertise in private client tax? This is an exciting opportunity to support a thriving accounting & finance team in Farnham within the business services industry.
  • Private Client Tax Senior
  • Top 100 accountancy firm near Farnham

About Our Client

This medium-sized business services firm has a strong reputation for providing exceptional support in accounting & finance. They are committed to delivering high-quality services to their clients and fostering professional growth among their employees.

Job Description

  • Managing a portfolio of personal tax clients and ensuring compliance with HMRC and in-house deadlines
  • Preparing and processing tax returns and P11Ds from information provided
  • Calculation and advice of liabilities, together with due dates of payment to client
  • Assisting with client queries and providing ad hoc advice where requested
  • Billing personal portfolio clients after work completed
  • Dealing with correspondence, telephone calls and arranging and attending meetings with clients and potential clients
  • Assisting partners and staff members with technical queries
  • Providing assistance to junior members of the team where appropriate
  • Assisting in the preparation of technical reports in relation to income tax, capital gains tax and inheritance tax
  • Dealing with HMRC correspondence, telephone calls and enquiries
  • General support to the tax team as required



The Successful Applicant

A successful Private Client Tax Senior should have:

  • A strong foundation in private client tax, with relevant professional qualifications (ATT etc.)
  • Experience working within an accountancy practice setting.
  • Proficiency in tax software and Microsoft Office applications.
  • Excellent analytical skills with a keen attention to detail.
  • The ability to communicate complex tax matters clearly and effectively to clients.
  • Experience of preparing accounts is desirable.

What's on Offer

  • A competitive salary in the range of £35,000 to £45,000, based on experience.
  • A permanent position offering stability and opportunities for career progression.
  • A supportive work environment in Farnham, with a focus on professional development.
  • Hybrid working.
Contact
Ryan Leggett
Quote job ref
JN-062025-6773054
Phone number
+44 162 260 4518

Job summary

Job function
Tax
Subsector
Tax
Sector
Financial Services
Location
Farnham
Contract type
Permanent
Consultant name
Ryan Leggett
Consultant phone
+44 162 260 4518
Job reference
JN-062025-6773054