Tax Professional with Portfolio Management Expertise

4 weeks ago


Sheffield, Sheffield, United Kingdom IPS Group Full time

We are seeking a highly skilled Tax Professional to join our team at IPS Group. As a Personal Tax Senior, you will be responsible for managing a diverse portfolio of high-net-worth private clients, including individuals, business owners, and entrepreneurs. Your duties will include delivering high-quality tax advice and compliance services, ensuring each client's tax affairs are managed efficiently and in full compliance with UK tax legislation.

Key Responsibilities:

  • Manage a portfolio of personal and trust tax clients, including the preparation of tax returns and review of simple tax returns prepared by less experienced team members
  • Prepare income and capital gains tax returns
  • Prepare forms P11Ds and deal with PAYE Settlement Agreements for clients
  • Provide clients with a proactive, efficient, and cost-effective taxation service
  • Assist team managers and partners in researching technical issues and drafting advice for review

What We Offer:

  • Opportunities for career progression within a growing and reputable firm
  • A supportive and professional working environment that values continuous learning and development
  • Hybrid working options, ensuring a healthy work-life balance
  • Enhanced pension contributions
  • Life assurance policy
  • Health cash plan membership

IPS Group has 40 years' experience in the Yorkshire accountancy recruitment market. We have built our business on long-term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned.



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