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Job Title: Personal Tax Senior
Location: West Surrey
About the Role
TPF Recruitment are seeking a Personal Tax Senior to join a dynamic team in the Farnham area. This permanent, full-time role offers hybrid and flexible working options. You will be an integral part of a supportive team, managing a portfolio of personal tax clients and providing expert tax advice.
Key Responsibilities
- Managing a portfolio of personal tax clients, ensuring compliance with HM Revenue & Customs and internal deadlines
- Preparing and processing tax returns and P11Ds from client-provided information
- Calculating and advising on tax liabilities and payment due dates
- Assisting clients with queries and providing ad-hoc advice
- Billing personal portfolio clients upon completion of work
- Handling client correspondence, phone calls, and meetings
- Supporting partners and staff with technical tax queries
- Assisting junior team members as needed
- Preparing technical reports related to income tax, capital gains tax, and inheritance tax
- Dealing with HMRC correspondence, phone calls, and inquiries
- Providing general support to the tax team
- Experience in a private client tax team
- Ideally ATT qualified
- Self-starter with high resilience and attention to detail
- Strong interpersonal and communication skills, both written and verbal
- Organized and capable of managing multiple projects simultaneously
- Strong IT skills, with the ability to learn new technology quickly
- Positive, proactive, and commercial mindset
- Confident, tactful, and discreet
- Strong team spirit and ability to work independently
- Hybrid and flexible working options
- Exposure to a diverse range of clients across various industries, including healthcare, property, advertising, and PR
- Close support from a Line Manager to aid your development and provide daily guidance
- A varied role within a talented and experienced team
- Opportunities to enhance your technical knowledge and skills
- A tailored career progression plan
- Competitive salary and comprehensive benefits package
For more information, or a confidential conversation on your career options, please contact Kourtney Luckett; ; .
As the leading provider of accountancy practice opportunities across the South-East we have many tax roles in Surrey, and so if the role sounds great but the location or seniority isn't perfect, please get in touch for more local opportunities.
