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Personal Tax Senior,
5 months ago
Our client, an independent accountancy and tax services firm are seeking a Personal Tax Senior to join their team in Southampton.
**ESSENTIAL JOB FUNCTIONS**:
Dealing with ad-hoc tax queries from clients and advisors within the business and produce relevant tax calculations and advice. Some examples of the types of queries that could arise:
- capital gains tax estimates
- tax code queries
- pension annual allowance calculations
- Tax estimates on investment bond withdrawals
- Foreign tax queries
- employee share scheme queries and calculating share pools
- Trust tax queries
- incorporation advice
It will also include some compliance work, such as:
- Assist with the preparation of self-assessment tax returns and partnership tax returns. Trust tax return experience would be welcomed but not essential
- Review tax returns prepared by more junior members of the team, provide feedback and assist with any queries they have if possible
- Deal directly with clients to discuss their tax needs, ongoing client compliance work and identifying tax planning opportunities
- Meet with potential new clients to outline our services and fees
**Knowledge & Skills**
- Personal tax
- Partnership tax
- Trust tax
- Capital gains tax
- Sage personal tax desirable but not essential
- Tax qualification eg ATT, CTA or by experience
**The Person**
The Tax and Accountancy team is a small team, so personality as well as experience is key. The firm are looking for that person who can build relationships quickly with advisers and clients and be a massive support to the team.
This is an excellent opportunity to join a company who offer good benefits, including hybrid working and great prospects.
**Salary**: £34,999.99-£45,000.00 per year
**Benefits**:
- Flexitime
- Work from home
Schedule:
- Flexitime
- Monday to Friday
Work Location: In person
Reference ID: AE081123
