Personal Tax Senior

4 weeks ago

Shottery Warwickshire, United Kingdom Pertemps Leamington Spa Full time €30,000 - €40,000

Personal Tax Senior
About Us: We are a dynamic and forward-thinking firm dedicated to providing exceptional tax services to our diverse client base. We pride ourselves on our positive work environment and commitment to professional growth.

Full benefits available for the Personal Tax Senior

Pension scheme
Group life assurance 4 x salary
Healthcare cash plan (eligibility after successful completion of probation period)
Buy and sell holiday scheme
Regular training and development - continuous development and support not only for your professional qualifications but also for your personal goals and aspirations
Hours - Monday to Friday, 37.5 hours flexible in between core hours 8:00am - 6:30pm.
Monthly Perkbox points - this includes free Café Nero drinks, Gregg’s food and many more
A lovely new, modern open plan office with a team of 50
Free parking outside. Joining as a Personal Tax Senior based from the firms Stratford-upon-Avon offices you will focus on delivering personal tax compliance, whilst as you develop within the firm and role there will be increasing client contact and scope for involvement in delivering wider tax planning services. You will build relationships with clients and look to provide a quality compliance service, working with the wider management and director team. The role and firm provides an excellent opportunity for you to develop your personal tax career.

Manage a portfolio of over 150 clients, ensuring timely and accurate tax compliance
Prepare and review Capital Gains Tax (CGT) returns
Handle tax matters for non-resident clients
Provide high-quality advisory services alongside compliance work
Principal point of contact for clients, working closely with them to understand developments in their personal tax affairs, ensuring they are up to date with their compliance obligations and legislative changes, helping them assess the impact for them and keeping abreast of new opportunities
Ensure clients are up to date with their compliance obligations and legislative changes, helping them assess the impact for them and keeping abreast of new opportunities
Review tax returns and computations
Ensure efficient and risk-managed delivery
Responsible for complying with all internal risk management procedureQualifications:

3-5 years of experience in tax
Familiarity with CCH software (preferred but not essential)
Must have access to own car due to the location

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