Senior Personal Tax & Trust Advisor

About the role

This senior position offers the chance to manage a diverse portfolio of personal tax and trust clients within a respected professional services firm in Guildford. You will provide expert advice, prepare returns, and support clients through complex tax and trust matters.

Key responsibilities

• Manage a varied portfolio of personal tax and trust clients.
• Prepare personal tax returns and trust accounts.
• Assist in tax planning and provide advisory services.
• Stay up‑to‑date with tax and trust legislation and best practices.
• Liaise with HMRC on client matters.
• Support the team with technical research and analysis.
• Promote a positive, professional working environment.
• Participate in business development initiatives.

Required profile

• ATT qualification.
• Strong knowledge of personal tax and trust issues.
• Experience managing a diverse client portfolio.
• Excellent communication and interpersonal abilities.
• High attention to detail and accuracy.
• Strong organisational and prioritisation skills.

Required skills

• Proficiency in tax software.

What we offer

• Competitive salary between £50,000 and £55,000 per year.
• Supportive and professional working environment.
• Opportunities for professional development and career growth.
• Hybrid working arrangement.
• Location in the picturesque town of Guildford.