Mixed Tax or Personal Tax Senior- Stoke on Trent

Georgiana Head Recruitment Limited; Stoke-on-Trent; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A well-regarded independent firm in Stoke-on-Trent is seeking a Tax Senior to manage a diverse portfolio of personal tax clients. This role offers a people-first culture with a focus on professional development and continuous learning, along with a fully funded study support package. You'll handle self-assessment returns and P11D forms while collaborating with colleagues and clients. The firm operates on a hybrid basis, ideally requiring three days in the office, and provides excellent benefits including free parking.

Benefits

Study Support

Free Parking

Qualifications

• Proven experience within an accountancy practice managing client relationships.
• Strong technical expertise in personal tax and capital allowances.

Responsibilities

• Processing self-assessment and personal tax returns efficiently.
• Preparing and completing P11D forms.
• Communicating with clients and HMRC as required.

Skills

Client Relationship Management

Attention to Detail

Tax Advisory Knowledge

Education

CTA Qualification

Tools

Self-Assessment Software

Job description

Well regarded long standing independent firm is looking for a new tax hire. You will need a background in UK mixed or personal tax. As Tax Senior, you will be responsible for managing a varied portfolio of personal tax clients, from sole traders, property investors to simple directors of owner managed businesses, with the opportunity to work with larger more complex clients.
This firm's people-first culture emphasises professional development and continuous learning. You will receive personalised training to enhance your leadership and tax skills, enabling you to become a trusted business adviser.
A full funded study support package is available.

Key Responsibilities include:
• Processing self-assessment and personal tax returns efficiently and accurately.
• Preparing and completing P11D forms
• Communicating with colleagues from other departments, clients, and HMRC by telephone, email, and in writing where required
• Ad-hoc assistance with tax queries and projects

Skills and Experience:
• CTA qualification (or be nearing qualification).
• Proven experience within an accountancy practice, with the ability to manage client relationships independently.
• Strong technical expertise in personal tax and capital allowances for sole traders and parthnerships.
• Sound tax advisory knowledge. Owner managed businesses and families covering IHT, CGT, Income Tax and Company Tax issues is desirable but not essential.
• Experience of corporate restructuring desirable but not essential.
• Excellent attention to detail and ability to manage multiple deadlines.
• Proficiency in self-assessment software essential.

Great opportunity with good benefits, study support and free parking. Great local role in a friendly team. This firm works on a hybrid basis - ideally 3 days in the offer. Unfortunately they can't offer visa sponsorship.