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, full-time 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 client-provided information
* Calculating and advising on tax liabilities and payment due dates
* Assisting clients with queries and providing ad-hoc 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
1. Experience in a private client tax team
2. Ideally ATT qualified
3. Self-starter with high resilience and attention to detail
4. Strong...