Mixed Tax Senior | Preferably qualified, consider QBE

Tax Senior

Overview an opportunity to join a well-established, growing and forward‑thinking business and advisory firm based in Surrey. The firm provides accounting and tax solutions to support entrepreneurial and high‑growth businesses, as well as private clients.

Working as part of a collaborative and friendly tax team, the successful candidate will be responsible for a broad range of tax compliance and advisory work. This role plays a key part in meeting clients’ evolving needs and delivering long‑term, sustainable value to both businesses and individuals.

The position offers exposure to personal and corporate tax compliance, alongside advisory and planning work, including Self Assessment, Corporation Tax, Capital Gains Tax, Inheritance Tax, Trust Tax returns and general tax planning advice. This is an office‑based role and would suit a driven, ambitious, and versatile individual looking to take the next step in their tax career.

• ACA / ACCA / CTA qualified, or qualified by experience
• Strong background in personal and/or corporate tax within an accountancy practice
• Proven experience preparing tax computations, returns and advisory work for a varied client portfolio
• Solid understanding of UK tax legislation and HMRC compliance requirements
• Experience reviewing the work of junior staff and managing client relationships
• Proficiency with tax and accounting software such as CCH, IRIS, or similar systems

• Prepare and review corporation tax and personal tax returns for a diverse client base
• Undertake tax planning assignments, advising on allowances, reliefs and structuring opportunities
• Manage compliance deadlines and ensure timely submission of all tax filings
• Review tax computations prepared by junior team members and provide constructive feedback
• Assist with HMRC enquiries, responding professionally and efficiently
• Support partners and managers with advisory projects, technical research and analysis
• Maintain accurate documentation and ensure work complies with relevant standards and legislation
• Manage a client portfolio, ensuring high‑quality service delivery and efficient workflow management

• Strong analytical ability to interpret tax legislation and apply it to client scenarios
• Ability to identify tax risks, issues and opportunities, recommending practical solutions
• Exercise sound judgement in complex tax matters, escalating issues where appropriate
• Conduct detailed technical research and present clear, concise conclusions
• High level of accuracy and attention to detail when reviewing computations

• Build rapport with clients through clear, proactive and timely communication
• Draft professional correspondence, reports and HMRC submissions
• Confident discussing tax matters with partners, colleagues and clients
• Provide clear guidance and constructive feedback to junior staff

• Support the development of junior team members through coaching and mentoring
• Promote a positive team culture and encourage best practice
• Delegate effectively, balancing workloads and ensuring deadlines are met

• Build strong, trusted client relationships through proactive and commercially focused advice
• Respond promptly and professionally to client queries
• Understand client needs and identify opportunities to add value beyond routine compliance

• Professional, reliable and committed to delivering high‑quality work
• Strong work ethic with the ability to manage multiple deadlines
• Naturally inquisitive and able to challenge assumptions where appropriate
• Detail‑oriented, accurate and thorough
• Proactive, adaptable and able to work independently or as part of a team
• Confident, approachable and able to build trust with clients and colleagues
• Analytical with a practical, solution‑focused mindset
• Motivated to continue professional development and stay up to date with tax legislation

My client is committed to building an inclusive, collaborative and forward‑thinking workplace where people are valued for who they are and supported to achieve their full potential. Diversity, innovation and continuous development sit at the heart of the firm’s culture.