Mixed Tax Senior

Clear Legal & Financial Recruitment; Guildford; Hybrid; GBP 55,000 - 70,000; Full time

Benefits offered by this job

Hybrid working

Competitive salary

20 days leave + holidays

Leave buy/sell

Volunteer day

Season ticket loan

Social events

Job summary

Clear Legal & Financial Recruitment is seeking a Mixed Tax Senior for a growing tax team within an established accountancy practice in the United Kingdom. You will handle a varied client portfolio, including personal and corporate tax compliance and advisory work.

The role offers hybrid working, exposure to private client tax, and opportunities to develop technical expertise within a supportive team. You should have UK tax experience, and ATT or CTA qualifications are advantageous.

Qualifications

• Experience preparing Self Assessment for individuals, trusts and partnerships.
• Sound understanding of UK personal tax and HMRC compliance requirements.
• Exposure to capital gains tax, trust taxation and owner-managed businesses.
• Experience managing client relationships and working to multiple deadlines.
• Willingness to support and develop junior colleagues.

Responsibilities

• Manage a portfolio of private client tax affairs, ensuring HMRC compliance and internal deadlines.
• Prepare and review Self Assessment tax returns for individuals, trusts and partnerships.
• Communicate tax liabilities and payment deadlines to clients clearly.
• Respond to client queries and provide day-to-day tax advice with senior support.
• Manage client billing for work across the portfolio.
• Assist partners with technical queries and tax advisory projects.
• Provide guidance to junior team members and training support.
• Liaise with HMRC on correspondence, queries and enquiries.
• Undertake capital gains tax work including computations and returns.
• Prepare corporation tax computations for standalone companies and small groups.
• Assist with P11D forms, PSA calculations and ATED returns.

Skills

UK tax knowledge

Client management

Communication skills

Deadline driven

Team mentoring

Education

ATT/CTA progression

Tools

HMRC portal

Job description

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