Personal Tax Advisor
4 weeks ago
I am currently recruiting on behalf of an Independent Private Accountancy Practice in East Lancashire for someone to be responsible for a general portfolio of personal tax clients and dealing with compliance matters including preparation and submission of annual Tax Returns of all allocated clients. You will look after day-to-day issues/queries from clients and will develop and maintain strong relationships.
**ROLE**: Personal Tax Advisor
**LOCATION**: East Lancashire
**CONTRACT**: Permanent
**SALARY**:£22,000 - £35,000 per annum
**Please note this is a hybrid position with 2/3 days a week in office**
**The Role - Key Duties**:
- Processing and reviewing personal, partnership and trust self-assessment tax returns
- Assisting the team in both compliance and planning issues
- Managing and developing your own portfolio of clients, building strong working relationships with those clients and providing planning advice where appropriate
- Liaison with stekeholders, including clients, HMRC, tax team and Directors
- Identifying cross-servicing opportunities for Personal Tax clients and introducing specialist consultants where possible
**The Person**
- 3+ years experience with Personal Tax within an accountancy practice
- Experience in preparing self-assessment tax returns for individuals, partnerships and trusts
- Excellent communication skills and ability to work well as part of a team and on own initiative
- ATT Qualified or willing to work towards CTA/ATT with significant prior experience
**Benefits**
- 25 days annual leave + bank holidays
- Hybrid working - 2/3 days in office per week
- Employee Referral Bonus
- Varied learning and development opportunities - CPD
- Regular social events and wellbeing activities
- Parking on site and Electric Vehicle Scheme
- Health Scheme (Cash back and virtual GP) and Pensions
Service Care Solutions also offers a £250 referral bonus So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
If you have any further questions, please don't hesitate to get in touch.
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