Role Overview

The Senior Tax Advisor is responsible for providing high-quality tax compliance and advisory support to a varied portfolio of clients. The successful candidate will play an important role in delivering the Firm’s tax services, ensuring clients receive accurate, practical and timely advice.

Working alongside the Head of Department / Manager, the role will involve overseeing tax assignments, maintaining client relationships, dealing with technical tax matters and ensuring all work is completed in line with relevant legislation, professional standards and agreed timescales.

Main Duties and Responsibilities

Tax Compliance and Advisory

• Take responsibility for the preparation and review of personal and/or corporate tax returns, together with associated calculations and supporting documentation.
• Manage a designated portfolio of clients, ensuring their tax affairs are dealt with efficiently and proactively.
• Work with the Head of Department / Manager to coordinate assignments and ensure client requirements are met.
• Communicate with clients to gather relevant financial information, address outstanding queries and progress assignments.
• Identify tax issues and provide appropriate guidance and recommendations within the scope of the role.
• Carry out technical research where necessary to support advice and resolve complex tax queries.
• Ensure clients are aware of their relevant filing obligations, payment responsibilities and statutory deadlines.
• Participate in client meetings and discussions where appropriate.
• Monitor the progress of assignments and ensure work is completed and submitted within agreed timescales.
• Maintain comprehensive and accurate working papers, client files and records.
• Assist with additional tax projects and departmental requirements as necessary.

Work Management and Quality Assurance

• Take responsibility for ensuring all work produced is accurate, complete and meets the Firm’s quality expectations.
• Plan and prioritise workloads effectively, ensuring deadlines and service standards are consistently achieved.
• Monitor work in progress (WIP) and take appropriate action to ensure assignments progress efficiently.
• Prepare and review client fees on a monthly basis.
• Ensure all client documentation and records are maintained appropriately and securely.
• Maintain awareness of changes in tax legislation, guidance and professional requirements.
• Uphold the Firm’s internal procedures, confidentiality requirements and professional standards.

Client Relationships and Commercial Awareness

• Develop strong working relationships with clients, providing a professional and approachable point of contact.
• Deliver a high standard of customer service, responding to client requests and queries promptly.
• Explain tax matters clearly, ensuring advice is communicated in a way clients can understand.
• Recognise opportunities to provide additional support and identify areas where clients may benefit from the Firm’s wider services.
• Support the promotion and growth of the Firm’s tax offering and contribute to business development activities.

Skills, Qualifications and Experience

• ATT or CTA qualified, or hold an equivalent relevant professional qualification.
• Ideally have approximately two years’ relevant experience in a tax-focused role.
• Demonstrable experience in personal tax and/or corporate tax compliance.
• Previous responsibility for managing client relationships and handling tax assignments independently.
• Good working knowledge of Microsoft Office, particularly Excel, Word and Outlook.
• Strong written and verbal communication skills, with the ability to explain technical matters clearly.
• Excellent time management and organisational abilities, with confidence in balancing multiple assignments and deadlines.
• A proactive and professional approach, with strong attention to detail and the ability to work both independently and as part of a team.