Private Client Tax Senior

Location: Guildford, Surrey

Employment Type: Permanent, Full Time

Sector: Accountancy Practice / Private Client Tax

The Role

As a Private Client Tax Senior, you will take responsibility for a portfolio of personal tax clients, delivering high-quality compliance work while also supporting advisory projects.

Key responsibilities will include:

• Managing a portfolio of private clients
• Preparing and reviewing personal tax returns and tax computations
• Identifying tax planning opportunities and escalating more complex matters where appropriate
• Liaising directly with clients and acting as a key point of contact
• Managing HMRC correspondence and queries
• Reviewing work prepared by junior staff and providing guidance and feedback
• Supporting the wider tax team with ad-hoc projects and technical research
• Ensuring compliance with deadlines and maintaining high standards of accuracy

Requirements

• ATT qualified, CTA part-qualified or qualified by experience
• Strong experience within personal tax in a UK accountancy practice
• Experience reviewing work or supporting junior staff
• Strong communication skills and confidence working directly with clients
• A proactive and organised approach with strong attention to detail
• A desire to develop further within private client tax

Benefits

• Competitive salary dependent on experience
• Exposure to a wide range of private client work, including advisory
• Supportive and collaborative team environment
• Clear progression opportunities within a growing firm

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