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
1. Managing a portfolio of personal tax clients, ensuring compliance with HM Revenue & Customs and internal deadlines
2. Preparing and processing tax returns and P11Ds from client-provided information
3. Calculating and advising on tax liabilities and payment due dates
4. Assisting clients with queries and providing ad-hoc advice
5. Billing personal portfolio clients upon completion of work
6. Handling client correspondence, phone calls, and meetings
7. Supporting partners and staff with technical tax queries
8. Assisting junior team members as needed
9. Preparing technical reports related to income tax, capital gains tax, and inheritance tax
10. Dealing with HMRC correspondence, phone calls, and inquiries
11. Providing general support to the tax team