Personal Tax Executive

3 days ago


Truro, Cornwall, United Kingdom Bishop Fleming Full time

Job Overview

We are looking for a highly skilled Personal Tax Executive to join our Private Client team. As a key member of our team, you will work with a range of clients, providing comprehensive tax compliance services and building advisory experience.

This role offers a clear progression path, enabling you to develop your tax knowledge and expertise. You will be responsible for delivering an excellent service to clients, coaching, and developing junior team members into competent tax professionals.

Our hybrid working arrangement offers flexibility between working from the office, home, or client sites. We support our people in achieving a balance between flexibility and delivering exceptional client service.

We offer full study support (CTA, ACA, or ACCA) if required. As a specialist in tax compliance, you will complete and review Personal Tax returns for individuals, partnerships, trusts, and estates, among other tasks.

  • Personal Tax compliance completion and reviews for individuals, partnerships, trusts, and estates
  • Remuneration planning for company directors and shareholders, including advising on benefits in kind
  • Capital tax planning
  • Property tax projects
  • Inheritance tax reviews and reports
  • Supporting Partners and Managers on tax advisory assignments and planning projects
  • Wealth Management advice

About You

To succeed in this role, you should possess:

  • The ATT or ACA/ACCA qualification (or equivalent)
  • Tax compliance experience gained from a mixed tax and/or personal tax environment
  • Excellent communication and interpersonal skills to build rapport with people at various levels
  • Strong organisational skills and the ability to work well under pressure

Benefits

We offer a competitive salary of £45,000 - £65,000 per annum, depending on experience, as well as other attractive benefits, including 25 days holiday plus bank holidays and Christmas off, and a contributory Pension scheme.



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