Private Client Tax Senior
$42,000–$50,000 year
HybridGuildford, England, United Kingdom
EXPIREDGuildford, England, United KingdomHybridFull Time$42,000–$50,000 yearSenior LevelStartup
Full TimeSenior LevelStartup
Job Summary
Manage your own portfolio of private clients, trusts, and partnerships by delivering exceptional client service and producing work efficiently. Conduct comprehensive personal tax compliance and advisory services, including managing annual tax returns, liaising with HMRC, and handling assignments such as tax forecasting, residence, domicile, and capital gains tax. Address client issues promptly while maintaining regular contact and managing billing responsibilities. Collaborate with the team to meet deadlines, support Managers and Partners with special projects, and train junior staff.
Required Qualifications
- Strong team mentality with the ability to work independently
- Qualified Tax Advisor (ATT/CTA) or qualified by experience
- Experience in a private client/personal tax environment, preferably in practice
- Proficiency with tax preparation software and HMRC online services
- Excellent organisational skills and experience managing a busy client portfolio
- Attention to detail and strong analytical and problem-solving skills
- Confident and adaptable communication skills, both written and verbal
- Proactive and determined attitude
- Strong client service orientation
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