Taxation Specialist

We are seeking a highly skilled Personal Tax Senior to join our team at Accountancy Expertise Ltd. As a key member of our tax team, you will be responsible for managing a portfolio of personal tax clients, ensuring compliance with HM Revenue & Customs and in-house deadlines.

• Manage a portfolio of personal tax clients, including Sole Traders, Partnerships, Landlords, and trusts in various sectors.
• Prepare and process tax returns and P11Ds from information provided.
• Calculate and advise on liabilities, together with due dates of payment to clients.
• Assist with client queries and provide ad hoc advice where requested.
• Billing personal portfolio clients after work completed.
• Deal with correspondence, telephone calls, and arranging and attending meetings with clients and potential clients.
• Assist partners and staff members with technical queries.
• Provide assistance to junior members of the team where appropriate.
• Assist in the preparation of technical reports in relation to income tax, capital gains tax, and inheritance tax.
• Deal with HMRC correspondence, telephone calls, and enquiries.
• General support to the tax team as required.

• At least 3 years personal tax experience.
• Relevant qualification such as ATT and/or CTA, although QBE will be considered.
• Study support may also be offered if required.

• Flexible and hybrid working.
• Excellent benefits, including generous holiday allowance, pension, life assurance, and health and well-being scheme.

We offer superb prospects for career growth and development in a dynamic and supportive team environment.