Personal Tax Senior

An accountancy practice based in St. Albans undergoing ongoing positive growth is searching for a Personal Tax Senior to join their team delivering personal tax compliance services, along with increasing responsibility, client contact and involvement in tax planning/advisory work on offer as you develop within firm and role.

Client Details

Based in St Albans this growing and successful accountancy firm provides excellent training and scope for development in areas of technical interest and a clear progression path on offer.

Description

The key responsibilities for this Personal tax Senior will be:

• Building and managing client relationships for clients within your portfolio
• Preparation of personal, partnership and trust tax returns using CCH
• Collating sole trader and rental accounts in Excel
• Collaborating with other teams to obtain tax return information
• Reconciling tax liabilities and checking statements of account
• Reviewing coding notices
• Liaising with clients and dealing with their compliance queries
• Dealing with HMRC to resolve issues as and when they arise
• Completing capital gains tax computations and 60-day returns
• Preparation of P11D and P11D(b) forms
• Assisting managers with more complex tax returns and ad-hoc advisory projects

(Support and training will be provided to build on these skills.)

Profile

The Successful candidate for this Personal Tax Senior role will be/have:

• ATT qualified or similar. Study support will be considered for the right candidate.
• A sound experience of working in practice on a range of private client tax issues is essential.
• Good organisational and time management skills, in order to manage the portfolio and prioritise accordingly.
• The role involves a high level of direct contact with clients by email, telephone and face to face and
• so you should be confident and articulate; able to build client relationships and explain tax issues in
• a clear and non-technical manner, both verbally and in written advice.
• Sound work ethic and excellent client service standards.
• The ability to work well and contribute effectively within a team, as well as delivering work independently.
• Good working knowledge of CCH would be an advantage.

Job Offer

• up to £50,000 salary
• Hybrid working for most roles
• Annual leave starting at 25 days
• Pension with optional salary exchange scheme
• Life insurance at four times basic annual salary
• Benefits Platform
• Professional subscription fees paid
• Income Protection Insurance
• Smart Casual Dress
• Flu vaccination
• Generous recruitment referral scheme