Private Client Tax Senior

The Mixed Tax Senior will be responsible for providing comprehensive tax services to a diverse portfolio of clients, and offering bespoke tax advice in the professional services industry, based in the Farnham area.

Client Details

This is an opportunity to join a mid-sized organisation that has built a strong reputation in the professional services industry. With a diverse and inclusive culture, the firm takes pride in delivering top-notch tax and financial services to a broad client base.

Description

• Managing a portfolio of private clients effectively and efficiently (with a small amount of Business Tax clients too).
• Providing bespoke tax advice to clients.
• Preparing and reviewing tax returns to ensure accuracy.
• Maintaining strong client relationships through excellent communication.
• Identifying opportunities for tax planning and advising clients accordingly.
• Ensuring compliance with all tax regulations and staying updated on tax legislation changes.
• Working collaboratively with other departments to deliver holistic client service.
• Contributing to the growth of the tax department by attracting new clients.

Profile

A successful Mixed Tax Senior should have:

• Proven experience in a tax-focused role within the accountancy industry.
• ATT qualified/part-qualified or qualified by experience.
• Excellent knowledge of tax legislation and compliance.
• Strong interpersonal skills to maintain and develop client relationships.
• A strategic mindset for identifying tax planning opportunities.
• A proactive approach to staying updated on changes in tax regulations.

Job Offer

• A competitive salary range, approximately between £35,000 and £45,000.
• Hybrid working.
• An inclusive and supportive company culture.
• The opportunity to work with a diverse portfolio of clients in the professional services industry.
• A role based in the beautiful location of Farnham.
• Opportunities for professional growth and development.