Personal Tax Senior

St Albans Permanent £38,000 - £50,000 per year
  • Opportunity to manage a significant portfolio of clients
  • Partner level mentor and a tailored career progression plan

About Our Client

Based in St Albans this growing and successful accountancy firm provides excellent training and scope for development in areas of technical interest and a clear progression path on offer.

Job Description

The key responsibilities for this Personal tax Senior will be:

  • Building and managing client relationships for clients within your portfolio
  • Preparation of personal, partnership and trust tax returns using CCH
  • Collating sole trader and rental accounts in Excel
  • Collaborating with other teams to obtain tax return information
  • Reconciling tax liabilities and checking statements of account
  • Reviewing coding notices
  • Liaising with clients and dealing with their compliance queries
  • Dealing with HMRC to resolve issues as and when they arise
  • Completing capital gains tax computations and 60-day returns
  • Preparation of P11D and P11D(b) forms
  • Assisting managers with more complex tax returns and ad-hoc advisory projects



(Support and training will be provided to build on these skills.)

The Successful Applicant

The Successful candidate for this Personal Tax Senior role will be/have:

  • ATT qualified or similar. Study support will be considered for the right candidate.
  • A sound experience of working in practice on a range of private client tax issues is essential.
  • Good organisational and time management skills, in order to manage the portfolio and prioritise accordingly.
  • The role involves a high level of direct contact with clients by email, telephone and face to face and
  • so you should be confident and articulate; able to build client relationships and explain tax issues in
  • a clear and non-technical manner, both verbally and in written advice.
  • Sound work ethic and excellent client service standards.
  • The ability to work well and contribute effectively within a team, as well as delivering work independently.
  • Good working knowledge of CCH would be an advantage.

What's on Offer


The key benefits include:

  • up to £50,000 salary
  • Hybrid working for most roles
  • Annual leave starting at 25 days
  • Pension with optional salary exchange scheme
  • Life insurance at four times basic annual salary
  • Benefits Platform
  • Professional subscription fees paid
  • Income Protection Insurance
  • Smart Casual Dress
  • Flu vaccination
  • Generous recruitment referral scheme
Contact
Robert Rollason
Quote job ref
JN-052023-6054177
Phone number
+44 117 927 1441

Job summary

Job function
Tax
Subsector
Tax Practice
Sector
Business Services
Location
St Albans
Contract type
Permanent
Consultant name
Robert Rollason
Consultant phone
+44 117 927 1441
Job reference
JN-052023-6054177