Mixed Tax Senior

Pantalent; Guildford; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A leading company in the accountancy sector seeks a Mixed Tax Senior to join their Guildford office. You will provide comprehensive tax services, manage compliance for diverse clients, and contribute to tax advisory projects. The role offers a supportive environment fostering growth and career progression, with a competitive salary between £40,000 - £50,000.

Benefits

Competitive salary

Supportive company culture

Opportunities for personal growth

Dynamic work environment

Qualifications

• Minimum 3 years' tax experience within a professional accountancy practice.
• Willingness to study for CTA if not CTA qualified.
• Good understanding of technical/professional function.

Responsibilities

• Manage tax compliance for a mixed personal and corporate tax client portfolio.
• Preparation of personal and corporate tax returns and monitoring progress.
• Communicate effectively with clients regarding tax liabilities and queries.

Skills

Tax Compliance

Tax Advisory

Client Communication

Technical Query Resolution

Education

CTA qualification or ACA/ACCA qualified

Part-qualified (study support available)

QBE (minimum of 5 years)

Tools

Excel

Alphatax

CCH Personal Tax

CCH Documents Filing

Job description

We are seeking a Mixed Tax Senior to provide comprehensive tax services and solutions to a diverse client portfolio in the accountancy industry. The role is located in Guildford and requires a proactive individual with a solid grounding in tax compliance and advisory work.

Client Details

Our client is a prominent player in the accountancy sector, boasting a rich heritage and a large organisation structure. Located in Guildford, they take pride in delivering exceptional services to their clients, fostering a supportive environment for their employees, and contributing positively to the local community

Description

The Mixed Tax Senior will manage tax compliance for a portfolio of clients and to provide support to the Partners and Managers as part of the Firm's wider tax consultancy service to clients.

Your key responsibilities will include:

• Responsibility for the compliance function for a mixed personal tax and corporate tax client portfolio. This includes:
  • Preparation of personal and corporate tax returns for a broad range of clients
  • Monitoring tax return progress to ensure timely completion and submission to HMRC
  • Advising tax clients of tax liabilities due on a timely basis
  • Liaising directly with clients to ensure both accurate and prompt completion of tax returns

• Tax advisory duties: to attend client meetings, take notes; assist with the tax advice arising by creating documents, spreadsheets and reports for the client. Manage the progress of each advisory project. Prepare the necessary tax returns regarding the results of the project. Drafting the fees.
• Assistance with regards to Employment taxes, including preparation of form P11Ds, assistance with PAYE settlement agreements and preparation of ERS returns.
• Ability to prepare ATED returns.
• Dealing with technical queries as and when required, including the following areas:
  • Basic Corporation Tax computations including capital allowance claims, Groups, research and development relief claims, overseas withholding tax set off and the new loss relief rules
  • Employment related queries, including benefit in kind, allowable expenses and ERS returns
  • Basic Capital Gains Tax planning, use of annual exemption including principal private residence exemption, use of holdover relief, optimum use of losses
  • Basic knowledge of CGT computations for shares, land & property, spouse and connected party transfers
• Communicating effectively with clients both orally and in writing
• Dealing with all client queries promptly and efficiently
• Reporting to the client partner on all matters relevant to the client's tax affairs including billing
• Identifying tax planning opportunities and following these through with the relevant partner.
• Dealing with routine HMRC enquiries from inception to completion.

Other Duties and Tasks

• Attend clients' premises and the Firm's other office in London as and when required.
• Work with Partners and staff to provide a personal, professional service for the benefit of both clients and the firm.
• Attend technical update courses and maintain annual CPD declarations.
• Such other duties as may be reasonably expected of the post holder.

Profile

Essential:

• A minimum of 3 years' tax experience within a professional accountancy practice with CTA qualification/ACA or ACCA qualified or part-qualified (study support available to complete qualification); or QBE (minimum of 5 years).
• If not CTA qualified has a willingness to study for CTA
• Demonstrates a good level of understanding of own technical/professional function
• Experience of working on long term client relationships and of working on a fee basis with clients
• Computer literate with a good working knowledge of Excel

Desirable:

• A good working of Alphatax, CCH Personal Tax and CCH Documents Filing

Job Offer

• A competitive salary range of £40,000 - £50,000.
• A supportive and inclusive company culture.
• Opportunities for personal growth and career progression.
• A dynamic work environment in the vibrant city of Guildford.
• Hybrid working.