Advisor, Private Client Tax

Salary/Rate:Excellent salary + benefits
Job type:Perm
Town/City:Farnham
Location:Surrey
Industry:Accountancy Firm
Job ref:JB000716/49
Post Date:18. 03. 2025
Scroll

About the Role

Opportunity in a Small firm.

This firm seeks a dedicated Tax Specialist to join its esteemed Personal Tax team. The successful candidate will be responsible for overseeing a diverse portfolio of personal tax clients, ensuring strict adherence to HM Revenue & Customs regulations and internal deadlines.

Key duties encompass the preparation and processing of tax returns and P11Ds, offering expert advice on tax liabilities and payment schedules, and addressing client inquiries with precision and professionalism. The role involves managing client relationships through various communication channels, including correspondence, telephone calls, and in-person meetings.

The Tax Specialist will play a crucial role in supporting the broader tax team, assisting partners and colleagues with technical queries, mentoring junior staff members, and contributing to the preparation of specialised reports on income tax, capital gains tax, and inheritance tax matters. Additionally, the position requires adept handling of HMRC communications and inquiries.

The ideal candidate possesses,m experience within a private client tax team, ATT qualified and a a strong foundation in personal tax laws, demonstrates exceptional attention to detail, and exhibits superior communication skills. The ability to work independently while collaborating effectively within a team environment is essential. This position offers an excellent opportunity for professional growth within a dynamic and supportive firm committed to delivering outstanding tax services to its clientele.

 

More jobs from this recruiter

View All

Manager, US Funds Tax

Central Manchester
Manchester
Outstanding Salary + Benefits
Opportunity in a Big 4 firm. This firm is seeking a Tax Manager to join their team. The role's primary focus is to manage and oversee U.S. tax compliance and advisory services for the firm’s investment fund clients. Key responsibilities include ensuring accurate and timely tax reporting, offering strategic tax planning guidance, and working directly with clients to address specific tax-related concerns. Additionally, the role requires collaboration with other departments to ensure smooth service delivery, as well as staying informed on the latest tax regulations and industry developments.

Senior Manager, US Funds Tax

Edinburgh
City of Edinburgh
Excellent salary + benefits
Opportunity in a Big 4 firm. This firm is seeking a Senior Manager to join their team. The primary responsibility of this role is to deliver expert tax advisory services to US fund clients. Key duties include overseeing tax compliance, managing tax reporting, and ensuring compliance with US tax regulations. The role also involves collaborating with multiple departments to provide comprehensive tax solutions and occasionally supporting client advisory projects as needed.

Personal Tax Manager

London
London
Market-leading Salary + Benefits
Opportunity in a Boutique firm. This independent leading firm seeks a seasoned tax professional for a dynamic role blending compliance and advisory services, with a focus on non-UK domicile cases. This position involves managing a diverse portfolio of personal tax clients while providing support to private client partners. 

Senior Manager, US Funds Tax

Central London
London
Outstanding Salary + Benefits
Opportunity in a Big 4 firm. This firm seeks a Senior Manager, US Funds Tax to join them. The main function of this role is to provide expert tax advisory services to the firm's US funds clients. The responsibilities also include overseeing tax compliance, managing tax reporting, and ensuring adherence to US tax regulations. The role involves collaborating with various departments to deliver comprehensive tax solutions and occasionally assisting with client advisory projects as required.