Private Client Tax Senior

Private Client Tax Senior – Guildford, Surrey – 6 Partner Firm

Are you a qualified Private Client Tax Senior looking to further your career? Are you looking to manage your own portfolio of clients?

Our client is a 6-partner firm based in surrey. They’re clients are a real mix of small and large, more complex entities. Ranging from start-up businesses to entities with complex affairs and assets in excess of £50m, they’re industry sectors cover clients in property, professional services and natural resources. With an overall friendly feel, the firm prides itself on its staff retention rate.

Private Client Tax Senior responsibilities include:

• Dealing with annual tax returns for delegated clients


• Liaising with HM Revenue and Customs on behalf of clients


• Involvement in a wide range of personal tax assignments, including tax forecasting, considering residence and domicile status, capital gains tax, planning and enquiry work


• Responding to issues and queries from clients


• Managing your own portfolio of private clients, trusts and partnerships, including taking responsibility for raising bills


• Providing support to Managers and Partners on their portfolios and ad hoc projects


• Training and supervising junior staff

As a Private Client Tax Senior, you will be/have:

• A Qualified Tax Advisor – ATT/CTA – or qualified by experience


• Over 3 years’ Personal Tax experience


• Exposure to working on your own portfolio of clients consisting of directors of owner-managed businesses, property clients, HNWI's, landed estates, non-UK domiciled individuals and non-resident clients


• Demonstrate an aptitude towards identifying potential advisory assignments

In return, as a Private Client Tax Senior, you will receive:

• Flexible hybrid working


• Generous holiday package


• Regular social events

If you are seeking Private Client Tax Senior jobs in Guildford, contact Austin Rose, the Public Practice Recruitment Specialists.