Tax Senior

Talent Guardian; Guildford; Hybrid; GBP 40,000 - 70,000

Job description

Talent Guardian is hiring on behalf of a leading accountancy firm seeking a Tax Senior to join their growing team in Ferndown. This role offers a fantastic opportunity to manage a diverse client portfolio, including business owners, property investors, high-net-worth individuals, ultra-high-net-worth families, trusts, and estates.

Key Responsibilities:

• Act as the primary client contact, delivering expert tax advice and ensuring seamless service.
• Manage a mixed portfolio, handling compliance, tax planning, and advisory services.
• Conduct annual client reviews, assessing fees, tax planning needs, and service requirements.
• Oversee and mentor junior team members, supporting their professional development.
• Identify cross-selling opportunities, working collaboratively across departments.
• Ensure compliance with tax regulations, internal policies, and industry standards.
• Support business development by promoting services to new and existing clients.

Key Skills & Experience:

• Fully qualified ATT or CTA with experience in private client tax.
• Strong client relationship management skills, with a commercial mindset.
• Excellent communication skills, both written and verbal.
• Proficiency in Microsoft 365 and tax software.
• Strong problem-solving abilities and a proactive approach to workload management.

Benefits:

• Hybrid working after probation.
• 25 days annual leave (including Christmas shutdown) + Birthday off.
• Profit share scheme & bonuses (staff referrals, client introductions).
• Flexible leave options, including buy/sell annual leave, wellbeing leave, and compassionate leave.
• Financial benefits, including salary sacrifice pension and financial services advice discounts.
• Career development with an individual training budget.
• Health & wellbeing perks, including Simply Health cashback, health check-ups, and pet leave.

This is a fantastic opportunity to join a firm that values career progression, work-life balance, and a supportive team environment.

Apply now or contact Talent Guardian for more information.