Personal Tax Senior

Lloyd Barnes Accountancy Recruitment
16 Jul 2017
28 Jul 2017
Job role

Personal Tax Senior

Ref: 12436


(Salary dependent on qualifications and experience)

A premier Devon based accountancy practice are currently experiencing a period of growth and are looking to appoint a career-minded Personal Tax Senior to their join their established Tax department in Exeter.

This is a technical role that will involve the successful individual providing advisory and compliance services to their own varied portfolio of clients, including a range of high net worth individuals, Company Directors and trusts.

This opportunity is suitable for a qualified, or part-qualified Personal Tax Senior, who is looking to continue their development in a supportive and rewarding environment. With genuine scope for career progression, you will quickly become an integral part of the firm.

Main Duties:

  • Responsible for managing a portfolio of private and personal tax clients
  • Developing and maintaining relationships both within the firm and externally with clients, identifying opportunities and managing expectations.
  • Ensuring the successful delivery of technically complex and demanding projects to clients.
  • Dealing with the compliance of tax processing and preparation of high quality tax returns.
  • Carrying out compliance work and working on ad-hoc advisory work
  • Dealing with HMRC enquiries

In order to be successful, applicants will need:

  • To be ATT qualified, CTA qualified or part-qualified
  • Previous experience of working in a personal tax focused role within a professional practice environment
  • Strong client relationship management skills with an ability to deliver a high quality service
  • Strong interpersonal skills as you will need to have the ability to communicate effectively with Partners and clients
  • Ambitious and able to work well in a team

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