Mixed Tax Senior

Clear Legal & Financial Recruitment; England; Hybrid; GBP 52.000 - 68.000; Vollzeit

Benefits dieser Stelle

Competitive salary

Hybrid working

20 days annual leave

Bank holidays

Christmas closure days

Buy/sell annual leave

Volunteering day

Season ticket loans

Zusammenfassung

Clear Legal & Financial Recruitment is seeking a Mixed Tax Senior to join a growing tax team in an established accountancy practice. The role covers personal and corporate tax compliance and advisory work, with an emphasis on developing technical expertise in a supportive environment.

You will manage a portfolio of private client tax affairs, prepare Self Assessment returns, liaise with HMRC, and contribute to advisory projects while mentoring junior colleagues.

Qualifikationen

• Experience in a UK accountancy or professional services practice handling private client tax.
• Practical experience preparing Self Assessment returns for individuals, trusts and partnerships.
• Solid understanding of UK personal tax legislation and HMRC compliance.
• Exposure to capital gains tax, trust taxation and owner-managed businesses.

Aufgaben

• Manage a portfolio of private client tax affairs with HMRC deadlines and internal timelines.
• Prepare and review Self Assessment tax returns for individuals, trusts and partnerships (including rental, small self-employed and trusts).
• Communicate tax liabilities and deadlines to clients clearly and promptly.
• Answer client queries and provide day-to-day tax advice with senior support as needed.
• Manage client billing for work across the portfolio.
• Assist partners and seniors with technical queries and tax advisory projects with documentation.

Kenntnisse

Private client tax

Self Assessment

Client communication

Deadline management

Mentor juniors

Ausbildung

ATT/CTA progression

Jobbeschreibung

An excellent opportunity has arisen for a Mixed Tax Senior to join a growing tax team within an established accountancy practice.

This role offers exposure to a varied client portfolio, a mix of personal and corporate tax compliance and advisory work, and the opportunity to develop your technical expertise within a supportive and experienced team.

Key Responsibilities

• Manage a portfolio of private client tax affairs, ensuring compliance with HMRC requirements and internal deadlines.
• Prepare and review Self Assessment tax returns for individuals, trusts and partnerships, including rental accounts, small self-employed accounts and trust accounts.
• Communicate tax liabilities and payment deadlines to clients in a timely and clear manner.
• Respond to client queries and provide day-to-day tax advice, seeking support from senior colleagues where appropriate.
• Manage client billing for work undertaken across the portfolio.
• Assist partners and senior team members with technical queries and tax advisory projects, preparing supporting documentation, spreadsheets and reports.
• Provide guidance and support to junior team members, including training where required.
• Liaise with HMRC on correspondence, telephone queries and tax enquiries.
• Undertake capital gains tax work, including tax computations and returns, basic planning, holdover relief and the effective use of losses.
• Prepare corporation tax computations for standalone companies and small groups.
• Assist with the preparation of P11D forms, PAYE Settlement Agreement (PSA) calculations and submissions, and Annual Tax on Enveloped Dwellings (ATED) returns.

Candidate Profile

• Experience working within a UK accountancy or professional services practice, ideally in a private client tax environment.
• Practical experience preparing Self Assessment tax returns for individuals, trusts and partnerships.
• A sound understanding of UK personal tax legislation and HMRC compliance requirements.
• Exposure to capital gains tax, trust taxation and the tax affairs of owner-managed businesses.
• Experience managing client relationships and working to multiple deadlines.
• Strong communication skills, with the confidence to liaise directly with clients, HMRC and colleagues at all levels.
• A willingness to support and develop junior colleagues.
• Relevant professional qualifications, such as ATT or CTA, or progress towards these qualifications, would be advantageous.

Benefits

• Competitive salary, reviewed annually.
• 35-hour working week with hybrid working options.
• 20 days' annual leave, increasing with service, plus bank holidays and additional Christmas closure days.
• Option to buy or sell annual leave.
• Paid volunteering day each year.
• Season ticket loans.
• Regular social events

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful