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Private Client Tax Senior

Godalming Permanent £33,000 - £45,000 per year View Job Description
The Private Client Tax Senior role involves managing tax compliance and advisory services for a portfolio of private clients. This position requires a strong understanding of personal tax matters and the ability to deliver excellent service in the professional services industry.
  • Private Client Tax Senior role
  • Well established firm in Godalming

About Our Client

The organisation is a well-established professional services firm with a respected presence in the industry. It operates on a small-sized scale, offering tailored services to its clients with a focus on quality and expertise.

Job Description

  • Manage a portfolio of private clients, ensuring timely and accurate tax compliance.
  • Prepare and review self-assessment tax returns for individuals, trusts, and estates.
  • Advise clients on tax-efficient strategies and planning opportunities.
  • Provide support with inheritance tax and capital gains tax matters.
  • Act as the main point of contact for client queries and correspondence with HMRC.
  • Assist with technical research and prepare advisory reports for clients.
  • Collaborate with colleagues to ensure seamless service delivery.
  • Stay updated on changes in tax legislation and ensure compliance.

The Successful Applicant

A successful Private Client Tax Senior should have:

  • Relevant qualifications in accountancy or tax (e.g., ATT).
  • Experience in personal tax compliance and advisory work within professional services.
  • Strong technical knowledge of UK tax legislation.
  • Excellent attention to detail and organisational skills.
  • Ability to build and maintain client relationships.
  • Proficiency in using tax software and Microsoft Office.

What's on Offer

  • A competitive salary in the range of £33000 to £45000 per annum.
  • Permanent position with opportunities for professional development.
  • Supportive and collaborative working environment in Godalming.
  • Exposure to a varied and interesting client portfolio.
  • Commitment to fostering career growth and technical expertise.
  • Hybrid working.



Contact
Ryan Leggett
Quote job ref
JN-092025-6834071
Phone number
+44 162 260 4518

Job summary

Job function
Tax
Subsector
Tax Practice
Sector
Financial Services
Location
Godalming
Contract type
Permanent
Consultant name
Ryan Leggett
Consultant phone
+44 162 260 4518
Job reference
JN-092025-6834071