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Tax Senior
3 weeks ago
Permanent, Full-time
Reading
A reputable firm of Chartered Accountants, located in a central town area, is looking for an experienced private client tax senior to join their team. The successful candidate will report directly to the Senior Tax Manager.
Responsibilities:
Managing a portfolio of self-assessment tax clients, including individuals, partnerships, and trusts. Tasks include preparing annual tax returns, managing budgets, billing, and providing tax advice as needed.
Offering advisory services for Capital Gains Tax, Inheritance Tax, and Estate planning.
Preparing various tax forms, such as P11ds, PSA, ATEDs, and relevant documents for clients.
Effectively communicating with colleagues, clients, and HMRC via phone, email, and written correspondence.
Supervising and mentoring junior tax staff.
Meeting with prospective clients and assisting with their onboarding process.
Supporting departmental management with scheduling and workflow tasks.Requirements:
Previous experience in accountancy practice.
Strong knowledge of and proficiency with tax software.
Ability to work independently and manage tasks without direct supervision.
Excellent interpersonal skills.
Attention to detail and the ability to meet deadlines in a dynamic office environment.
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