Private Client Tax Advisor (Senior)
Location: Farnham, Surrey
Salary: £30,000 to £50,000 plus excellent benefits package (full-time with hybrid and flexible working options).
Our client is a top 50 accountancy practice that provides expert solutions for entrepreneurial businesses and private individuals in Central and Southern England. A new opportunity has arisen for a Private Client Tax Advisor (Senior) to join our client's Private Client Tax team based in Farnham, Surrey. The ideal candidate should have experience within a private client tax team and ideally be ATT qualified. This is a permanent full-time role with hybrid working and flexible options.
As Private Client Tax Advisor (Senior), your key responsibilities will include:
* Managing a portfolio of personal tax clients and ensuring compliance with HM Revenue & Customs 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 clients.
* Assisting with client queries and providing ad hoc advice where requested.
* Billing personal portfolio clients after work is completed.
* Dealing with correspondence, telephone calls, and arranging and attending meetings with clients and potential clients.
* Assisting partners and staff members with technical queries.
* Aiding 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.
Private Client Tax Advisor (Senior) candidate requirements:
* Experience within a private client tax team.
* Ideally ATT qualified.
* A self-starter with a high level of resilience and attention to detail.
* Strong interpersonal and communication skills, both written and verbal.
* Organised and able to manage multiple projects simultaneously.
* Strong aptitude for IT - able to pick up new technology quickly.
* Can-do attitude, positive and commercial approach.
* Confident, tactful, and discreet manner.
* Strong team spirit but also effective working independently.
This is a very exciting role to join a well-established practice. Along with a competitive salary, our client can offer you:
* Hybrid and flexible working.
* Exposure to a broad range of clients across many industry sectors such as healthcare, property, advertising, and PR, including sole traders, partnerships, landlords, and trusts.
* A Line Manager who will work closely with you to support your development and provide day-to-day guidance.
* A varied role in a talented and experienced team.
* Joining a company with an exciting growth plan.
* Plenty of opportunities to increase your technical knowledge and skills.
* A tailored career progression plan.
* Generous core holiday allowance plus holiday trading, flexible bank holidays, and additional holiday with service.
* Wellbeing programme with regular events and activities focused on your physical and mental wellbeing. Our client offers all employees a Wellbeing Day each year – a day dedicated to boosting your wellbeing.
* A comprehensive induction to help you get up to speed.
Keywords: Tax, ATT, Accountancy, Practice, ACCA, ACA
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