Personal Tax Advisor

1 week ago


Canterbury, Kent, United Kingdom TPF Recruitment Full time
About the Role

The Personal Tax Semi-Senior will play a key role in supporting the Tax Manager with compliance tasks and assisting with advisory work. The ideal candidate will have a strong technical knowledge of personal tax regulations and compliance, excellent communication and interpersonal skills, and the ability to mentor and guide junior staff members.

Key Responsibilities:
  • Prepare tax computations for a diverse portfolio of clients, including individuals, sole traders, and partnerships.
  • Assist Managers and Partners with advisory work, particularly in Capital Gains Tax (CGT) and Inheritance Tax (IHT).
  • Collaborate with other offices and departments as needed.
  • Communicate with HMRC through email, letter, and telephone.
  • Liaise with clients to provide exceptional service.
  • Prepare form P11Ds and ensure clients are informed of impending deadlines.
Requirements:
  • You should be AAT or ATT/ACA/ACCA part-qualified or qualified by experience, with at least 13 years of experience in an accountancy practice or personal tax role.
  • Experience in preparing tax returns for Manager or Partner review and proficiency with relevant tax computation software is essential.
  • You should be based near a major urban center.
Benefits:
  • Pension scheme
  • Holiday entitlement
  • Full study support
  • Additional benefits

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