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Private Client Tax Senior
Posted 5 days 8 hours ago by TPF Recruitment
Location: Guildford, Surrey
Employment Type: Permanent, Full Time
Sector: Accountancy Practice / Private Client Tax
TPF Recruitment is delighted to be supporting a well-established and growing accountancy practice in Guildford that is looking to recruit a Private Client Tax Senior to join its experienced tax team.
This is an excellent opportunity for a tax professional to join a firm with a strong private client offering, working with a varied portfolio including high-net-worth individuals, entrepreneurs, and trusts. The role offers a blend of compliance and advisory work, alongside clear progression opportunities.
The RoleAs a Private Client Tax Senior, you will take responsibility for a portfolio of personal tax clients, delivering high-quality compliance work while also supporting advisory projects.
Key responsibilities will include:
- Managing a portfolio of private clients
- Preparing and reviewing personal tax returns and tax computations
- Identifying tax planning opportunities and escalating more complex matters where appropriate
- Liaising directly with clients and acting as a key point of contact
- Managing HMRC correspondence and queries
- Reviewing work prepared by junior staff and providing guidance and feedback
- Supporting the wider tax team with ad hoc projects and technical research
- Ensuring compliance with deadlines and maintaining high standards of accuracy
The successful candidate will likely have:
- ATT qualified, CTA part qualified or qualified by experience
- Strong experience within personal tax in a UK accountancy practice
- Experience reviewing work or supporting junior staff
- Strong communication skills and confidence working directly with clients
- A proactive and organised approach with strong attention to detail
- A desire to develop further within private client tax
- Competitive salary dependent on experience
- Exposure to a wide range of private client work, including advisory
- Supportive and collaborative team environment
- Clear progression opportunities within a growing firm
TPF Recruitment
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