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
Profile
- 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
Job Offer
- 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)