Careers

Current Vacancies:

Private Client Tax Senior

Established for over 75 years, TWP are one of the largest firm of chartered accountants, tax and business advisers in Weybridge, Surrey.

With over 30 highly skilled employees, including partners, we are a firm committed to delivering exceptional service to a wide range of clients in the UK and overseas.

At TWP, it is our mission to deliver an outstanding client service and a sincere commitment to make a real difference to individuals and businesses.

This is a fantastic opportunity for a talented private client tax senior.

The department assists with the taxation affairs of around 1,000 private clients. Typical clients include HNWI’s, Non-resident/Non Domiciled Taxpayers, Trusts & Estates and business owners and their families.

The role holder will have responsibility for providing tax compliance services for a wide range of private tax clients

The Role:

  • Primary responsibility will be to manage a portfolio of private tax clients and their day to day tax compliance affairs
  • Build good rapport with the clients, with a clear understanding of client expectations whilst achieving exceptional levels of client service
  • Preparation of tax returns and computations within agreed time-scales; ensuring the efficient and risk managed delivery of compliance work in accordance with the firms quality control procedures
  • Producing routine correspondence in connection with client’s taxation affairs
  • Review PAYE coding notices, HMRC statements of account, penalty, interest and surcharge notices, basic national insurance matters and payments on account and advise clients
  • Capable of producing a well-supported piece of technical research for review by managers and partners
  • Coaching junior members of staff and reviewing basic compliance work completed by them
  • Assisting with enquiries raised by HMRC

Business Impact:

  • Deliver a high value service to our clients and ensure that client expectations are exceeded
  • To ensure the work is delivered within deadlines
  • Assist with advising clients on non-compliance matters

Qualifications:

  • ATT Qualified
  • CTA qualified tax professional (desirable but not essential)

Essential Skills and Experience:

  • Proven track record in a similar sized firm
  • Experience of private client taxation
  • Solid compliance focused background
  • Experience of dealing directly with clients, create and foster relationships
  • Demonstrate proven ability to consistently provide and achieve high standards of client service
  • Excellent interpersonal, oral and written communication skills
  • Good commercial acumen coupled with strong analytical skills
  • Ability to work well under pressure at certain times of the year and to deadlines
  • Detail oriented and ability to multi-task
  • Highly organized and a good planner with efficient time management skills
  • Happy to work on own initiative but also be a good enthusiastic team player
  • Strong computer skills: proficiency in Excel and Word
  • Continually keep abreast of professional development and changes in industry and legislation

Desirable Skills

  • CTA qualified or studying towards CTA
  • Experience in using CCH taxation and practice management software

Competitive salary and package available

Please Note: TWP Accounting will not pay agency fees where speculative and/or unsolicited CVs are submitted by any means. For any CVs which are submitted without agreement from the TWP HR or Recruitment team, we reserve the right to contact and work directly with these candidates without payment of any agency fees at all.

Private Client Tax Manager

Established for over 75 years, TWP are one of the largest firm of chartered accountants, tax and business advisers in Weybridge, Surrey. With over 30 highly skilled employees, including partners, we are a firm committed to delivering exceptional service to a wide range of clients in the UK and overseas.

At TWP, it is our mission to deliver an outstanding client service and a sincere commitment to make a real difference to individuals and businesses.

This is a fantastic opportunity for a talented tax manager. The role holder will have responsibility for managing and improving the private client function. The department assists with the taxation affairs of around 1,000 private clients. Typical clients include HNWI’s, Non-resident/Non Domiciled Taxpayers, Trusts & Estates and business owners and their families.

The tax department is a team of 6, consisting of several experienced qualified personnel as well as trainees of various levels.

The Role:

  • Reporting to the TWP Partners, the tax manager will have responsibility and accountability for the overall performance of the taxation department
  • Ensure that all work completed is in accordance with the firms quality control procedures
  • Management of the tax team including the coaching and development of junior staff both on the job through to monitoring exam performance
  • Provide overall support to Partners on client matters and to assist Partners in the management of the department
  • Responsible for the department performance, and progress reporting on a regular basis

Business Impact:

  • Deliver a high value service to our clients and ensure that client expectations are exceeded
  • To ensure the work is delivered within deadlines and meets targeted recovery rates
  • Identify system weaknesses and improve processes to increase departmental efficiency
  • Assist with advising clients on non-compliance matters

Authority/Decision Making:

  • Makes decisions and exercises own judgment well
  • Proven ability to handle multiple relationships and adapt behavior and style accordingly
  • Confidence in dealing with and advising clients and staff on technical matters
  • Works with high level of authority on complex issues

Qualifications:

  • Typically Degree level and CTA qualified tax professional
  • STEP qualification desirable

Essential Skills and Experience:

  • Proven track record in a similar sized firm
  • Experience of private client taxation
  • Proven experience of managing a team, including performance management & reviewing work
  • Ability to coach, develop & motivate a small team of tax professionals
  • Experience of dealing directly with clients, create and foster relationships
  • Demonstrate proven ability to consistently provide and achieve high standards of client service
  • Able to demonstrate strong initiative, solid judgment and decision making skills
  • Good commercial acumen coupled with strong analytical skills
  • Continually keep abreast of professional development and changes in industry and legislation
  • Ability to work well under pressure and deliver results
  • Strong computer skills: proficiency in Excel and Word
  • Excellent interpersonal, oral and written communication skills
  • Detail oriented and ability to multi-task
  • Organised, self-motivator and ability to meet deadlines

Desirable Skills

  • Experience in one or more of the following areas:-
    • Taxation of non-domiciled/Non-resident taxpayers,
    • Trust and estate taxation,
    • Property taxation,
    • Inheritance Tax
  • Experience in using CCH taxation and practice management software

Competitive salary and package available


IIP_ACCRED_LOGO_2020TWP are always able to provide great career opportunities to people who want to develop their skills and help our clients develop their businesses.

You can be qualified, part qualified or just setting out to train in accountancy. Whatever stage you are at in your career, what is important to us, is that you are professional, enthusiastic and committed to providing clients with an excellent service.

If you think you are the kind of person who can make a difference to our clients, then we want to talk to you.

Email your CV to: service@twpaccounting.co.uk

Or apply in writing to:

The Old Rectory
Church Street
Weybridge
Surrey
KT13 8DE

Tel: (01932) 704 700
Fax: (01932) 855 049

Please Note: TWP Accounting will not pay agency fees where speculative and/or unsolicited CVs are submitted by any means. For any CVs which are submitted without agreement from the TWP HR or Recruitment team, we reserve the right to contact and work directly with these candidates without payment of any agency fees at all.