Personal Tax Senior

Personal Tax Senior

PURPOSE OF ROLE
To manage a varied personal tax portfolio dealing with all routine personal tax compliance, preparation of tax returns and ad hoc advisory work. The role requires an individual who takes ownership/responsibility of the portfolio under the guidance of a Supervisor/Manager.

JOB CONTENT
Dealing with correspondence from clients and HMRC, via letters, email and telephone
Completion of personal tax returns, liaising with clients/third parties to collate information,
Data preparation and data entry, preparation of simple income/expenditure/letting accounts
Excellent understanding of UK tax compliance cycle and planning for key deadlines/setting targets
Checking tax statements of accounts - advising tax payments and payments on account
Electronic filing of tax returns
Checking tax statements of accounts
Assisting with P11D delivery
Assisting at client meetings
Dealing with new client set up procedures, letters of engagement and client ID procedures
Proposing and raising client bills, reviewing debtors
Reporting directly to Senior Manager and Partners

ESSENTIAL
Understands the personal tax compliance cycle (with around 3 years` experience)
A driven individual who takes ownership/responsibility of their portfolio
Assisting with ad hoc personal tax advisory work
Develop excellent client relationships
Understanding of chargeable time/ billing procedures and chasing debtors

DESIRABLE
Working knowledge of CCH personal tax software
Knowledge of estate trust returns, HNWI and UK residency and domicile rules useful
P11D preparation but not essential