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Senior Private Client Tax Advisor

Sarfraz Group Ltd
Posted 2 days ago, valid for a month
Location

Farnham, Surrey GU9 7PT, England

Salary

£50,000 per annum

Contract type

Full Time

Life Insurance
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Sonic Summary

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  • Our client is a top 50 accountancy practice in Central and Southern England, focused on providing expert solutions to entrepreneurial businesses and private individuals.
  • The role requires experience within a private client tax team, ideally with ATT qualification, and offers a competitive salary along with a comprehensive benefits package.
  • Key responsibilities include managing a portfolio of personal tax clients, preparing tax returns, and assisting with client queries while ensuring compliance with HMRC deadlines.
  • The company promotes a friendly and supportive team culture, with opportunities for professional development and a tailored career progression plan.
  • This permanent full-time position offers hybrid and flexible working options, emphasizing the importance of a respectful and inclusive workplace.
Our Clientis a growingtop 50accountancy practice who provide expert solutions for entrepreneurial businesses and private individuals in Central and Southern England. The Client invest in their teams of high-quality specialists who work with the best-in-breed technology to create value for our clients which exceeds expectation.

The culture is very important and is based on company values ofexpert,respectful,innovativeandcollaborative. We develop high performing teams diverse in experiences, backgrounds and ideas. As a growing company, there are plenty of opportunities for development and quick progression. Our practice is known for having a friendly and supportive team culture where everyone receives training and development to increase their technical knowledge and their commercial and management skills. We put our people first and are constantly looking for ways to improve our people experience. With respectful as one of our values, we are committed to creating an inclusive culture that respects, values and celebrates cultural and individual differences.

This is a permanent full time role with hybrid working and flexible working options (flexing your hours on different days to suit your lifestyle).


The Role
Your key responsibilities will include:
  • Managing a portfolio of personal tax clients and ensuring compliance with HM Revenue & Customs and in-house deadlines
  • Preparing and processing tax returns and P11Ds from information provided
  • Calculation and advice of liabilities, together with due dates of payment to client
  • Assisting with client queries and providing ad hoc advice where requested
  • Billing personal portfolio clients after work completed
  • Dealing with correspondence, telephone calls and arranging and attending meetings with clients and potential clients
  • Assisting partners and staff members with technical queries
  • Providing assistance to junior members of the team where appropriate
  • Assisting in the preparation of technical reports in relation to income tax, capital gains tax and inheritance tax
  • Dealing with HMRC correspondence, telephone calls and enquiries
  • General support to the tax team as required

What we can offer you
  • Hybrid and flexible working
  • Exposure to a broad range of clients across many industry sectorssuch as healthcare, property, advertising and PR. These will include sole traders, partnerships,landlords and trusts
  • A Line Manager who will work closely with you to support your development and provide day to day guidance
  • A varied role in a talented and experienced team
  • Joining a company with an exciting growth plan ahead
  • Plenty of opportunities to increase your technical knowledge and skills
  • A tailored career progression plan
  • Competitive salary and benefits package including pension, life assurance, health cash plan, retail discount scheme, electric vehicles salary sacrifice, and cycle to work scheme
  • Generous core holiday allowance plus holiday trading, flexible bank holidays and additional holiday with service
  • Wellbeing programme with regular events and activities focused on your physical and mental wellbeing. We also offer all employees a Wellbeing Day each year a day dedicated to boosting your wellbeing
  • A comprehensive induction to help you get up to speed

About You
  • Experience within a private client tax team
  • Ideally ATT qualified
  • A Self-starter with a with a high level of resilience and attention to detail
  • Strong interpersonal and communication skills, both written and verbal
  • Organised and able to manage multiple projects simultaneously
  • Strong aptitude for IT - able to pick up new technology quickly
  • Can do attitude, positive and commercial approach
  • Confident, tactful and discreet manner
  • Strong team spirit but also effective working independently

Apply now in a few quick clicks

In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.