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Personal Tax Senior

1 month ago

Farnham, United Kingdom Accountancy Expertise Ltd Full time

Our client, an established firm of Chartered Accountants in Farnham are seeking a Personal Tax Senior to join their expanding team.

You will be responsible for a portfolio of personal tax clients including Sole Traders, Partnerships, Landlords and trusts in various sectors such as healthcare, property, advertising and PR, dealing with compliance matters as well as some exposure to advisory.

Duties include:-

  • Managing a portfolio of personal tax clients and ensuring compliance with HM Revenue & Customs and in-house deadlines
  • Preparing and processing tax returns and P11Ds from information provided
  • Calculation and advice of liabilities, together with due dates of payment to client
  • Assisting with client queries and providing ad hoc advice where requested
  • Billing personal portfolio clients after work completed
  • Dealing with correspondence, telephone calls and arranging and attending meetings with clients and potential clients
  • Assisting partners and staff members with technical queries
  • Providing assistance to junior members of the team where appropriate
  • Assisting in the preparation of technical reports in relation to income tax, capital gains tax and inheritance tax
  • Dealing with HMRC correspondence, telephone calls and enquiries
  • General support to the tax team as required

You will ideally have at least 3 years personal tax experience and ideally hold a relevant qualification such as ATT and/or CTA, although QBE will be considered. Study support may also be offered if required.

The firm offers flexible and hybrid working, as well as excellent benefits, including generous holiday allowance, pension, life assurance and health and well-being scheme.

Superb prospects.