Private Client Tax Senior

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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.

Client Details: 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.

• Managing a portfolio of personal tax clients and ensuring compliance with HMRC and in‑house deadlines
• Preparing and processing tax returns and P11
  
  Ds 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

• 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

• 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

Mid‑Senior level

Full‑time

Other, Information Technology, and Management