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PERSONAL TAX SENIOR

1 month ago

England, United Kingdom RE People Full time

Established firm of accountants, tax and business advisors based in Cheltenham. that provide a comprehensive range of services to businesses, their owners and high net worth individuals across the UK. They are a growing accountancy and tax practice and expanding our team and looking for an experienced part-time Personal Tax Senior. The role will include, managing and developing team members, whilst reviewing their work. You will work with the director on a variety of planning projects and technical assignments and have the opportunity to get involved in business development and networking. Your new role

  • Responsible for a number of client relationships, including non-residents, non-domiciled individuals, high net worth individuals and trusts, supporting them on a variety of compliance matters
  • 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
  • Manage a variety of compliance matters
  • 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 procedures
What you'll need to succeed
  • ATT qualified or equivalent
  • Previous Personal/Private Client/Mixed Tax experience in a similar role within a practice environment is essential.
You will have the ability and motivation needed to:
  • Begin to take ownership of your own portfolio with support from your manager
  • Support in delivering revenue and profitability targets
  • Begin to develop enduring client relationships
  • Critically review the work of others
What you'll get in return
  • Hybrid/ flexible working
  • Convenient location and parking
  • 25-day holiday
  • Cycle to Work scheme
If you'd be open to having a confidential, unbiased conversation about this role please submit your CV Asap to COM1