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Personal Tax Specialist
2 months ago
IPS Finance is seeking a highly skilled Personal Tax Senior to join our team in Harrogate. As a Personal Tax Senior, you will be responsible for managing a portfolio of self-assessment tax clients, preparing and reviewing tax returns, and providing advisory services on tax matters.
Key Responsibilities:- Manage a portfolio of self-assessment tax clients, providing expert advice and guidance on tax matters.
- Prepare and review tax returns for individuals, partnerships, and trusts, ensuring accuracy and compliance with tax regulations.
- Provide advisory services on tax matters, including income tax, capital gains tax, inheritance tax, and HMRC enquiries.
- Assist with the preparation of forms P11d and calculation of benefits in kind for employees.
- Support the team with advisory work as required.
- 3+ years' experience as a Personal Tax Senior in an accountancy practice.
- ATT or CTA qualification or qualified by experience.
- Confidence in managing a portfolio of personal tax clients, with support from the existing team.
- Ability to support someone towards the end of their studies.
- Annual leave increasing with length of service.
- Flexible working times.
- Hybrid opportunities.
- Parking available.
- Death in Service.
- Private Healthcare.
- Salary from £40,000p/a to £50,000p/a.
IPS Finance has 40 years' experience in the Yorkshire accountancy recruitment market, building long-term relationships with individuals and clients in all sectors. If you are interested in this Personal Tax Senior role or would like further information, please contact Leah Mason at IPS Finance.