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Personal Tax Advisor

4 months ago

Solihull, United Kingdom JERROMS BUSINESS SOLUTIONS LIMITED Full time

Job description

This is a busy and varied role, with regular exposure to lots of different areas of taxation, focusing on managing a personal tax client portfolio within a busy and vibrant office. Whilst the role is very much a personal tax role, an awareness of other taxes would be of benefit.

The individual will require the ability to prioritise and manage deadlines, be confident liaising with clients and colleagues and have a mathematical mind. They will also need to be able to work independently and manage a portfolio of clients with ease - previous experience of managing their own allocation is an advantage.

Main Duties
- Managing personal tax client portfolio, dealing with queries and assisting clients where required
- Completing and submitting personal tax returns for all clients in portfolio
- Completing property and sole trader accounts for inclusion on Tax Returns
- Completion of Capital Gains Tax computations for inclusion on Tax Returns
- Assisting with technical queries / ad hoc work where required

Skills and Experience required
- Organisational skills and the ability to work to and manage deadlines
- Confident telephone manner when speaking with clients
- Ability to write letters to clients/HMRC when required
- Sense of responsibility
- Ability to work independently
- Time management
- Ability to prioritise work
- Ability to monitor and manage deadlines
- Good computer skills
- ATT Qualified / Intention to qualify preferable (study support offered)

Min 3 years experience within tax practice in client facing role

Staff Benefits include:

- Flexible working hours
- Competitive salary and holidays
- Fantastic working environment with staff restaurant and fitness studio
- Subsidised meals
- Free parking

**Job Types**: Full-time, Permanent

**Benefits**:

- Flexitime
- Free parking
- On-site parking

Schedule:

- Monday to Friday

**Experience**:

- Tax: 3 years (required)

Work Location: One location