Private Client Tax Senior

I am pleased to be supporting a well established accountancy firm in Guildford with their recruitment of a Private Client Tax Senior

Client Details

Our client is an established professional accountancy firm, known for their commitment to excellence. With a team of over 30 based in Guildford, they offer a wealth of expertise in various areas of tax, audit and accounting.

Description

• Dealing with annual tax returns for delegated clients


• Liaising with HM Revenue & Customs on behalf of clients


• Involvement in a wide range of personal tax assignments, including tax forecasting, considering residence and domicile status, capital gains tax, planning and enquiry work


• Responding to issues and queries from clients


• Maintaining regular client contact


• Managing your own portfolio of private clients, trusts and partnerships, including taking responsibility for raising bills


• Working as part of a team to meet all deadlines and ensure that client expectations are exceeded


• Providing support to Managers and Partners on their portfolios and ad hoc projects


• Training and supervising junior staff

• Strong team mentality but with the ability to work independently


• ATT/CTA qualification (or have significant experience working in tax)


• Previous work experience gained in a private client/personal tax environment, preferably in practice


• A good working knowledge of tax preparation software and HMRC online services


• Strong organisational skills, including proven experience in managing a busy client portfolio


• Good attention to detail


• Strong analytical and problem-solving skills - thinking outside the box and proposing solutions


• Confident and adaptable communication skills - written, verbally and in person


• Be proactive and determined


• Well-developed sense of client service

• A market leading salary


• 25 days annual leave + bank holidays (increasing with time served)


• Hybrid working (2 days per week)


• Agile working (some flexibility re start time and finish time)

This listing is from reed. View original listing ↗