Personal Tax

Si Recruitment; North East; Hybrid; GBP 32,000 - 42,000; Full time

Job summary

Si Recruitment in Darlington is seeking a Personal Tax Senior / Tax Assistant to join its established Tax Department on a permanent basis. The role is office-based with up to 20% home working, 37.5 hours per week.

You will manage a portfolio of Personal Tax work, preparing Self Assessments, liaising with clients and HMRC, and assisting with property-related tax matters, with opportunities for trainee support as you progress.

Qualifications

• At least two years' experience in a tax environment, ideally Personal Tax.
• Strong numerical skills, accuracy and good time-management.
• Willingness to work independently and as part of a team.

Responsibilities

• Prepare Self Assessment and Partnership Tax Returns.
• Manage your own portfolio of clients and respond to queries.
• Liaise with clients and HMRC regarding tax payments and enquiries.
• Prepare 60-day CGT returns.
• Prepare Let Property disclosures.
• Assist with smaller HMRC tax enquiries.
• Analyse rental income and expenditure for Self Assessment returns.
• Prepare information for Making Tax Digital returns (MTD).
• Prepare P11Ds.
• Support wider Tax team with other tax-related work.

Skills

Personal tax

Tax experience

Time management

Attention to detail

Numerical skills

Teamwork

Independence

Tools

Sage Payroll

Job description

Personal Tax Senior / Tax Assistant

Location: Darlington

Hours: 37.5 hours per week

Contract: Permanent

Working Pattern: Office-based with up to 20% home working

Are you an experienced tax professional looking for your next opportunity within a friendly and established accountancy practice?

We're currently recruiting for a Personal Tax Senior / Tax Assistant to join our Tax Department. This is a varied role with a strong focus on Personal Tax, offering the opportunity to manage your own portfolio of clients while developing your technical knowledge and taking on additional responsibility over time.

The Role

• You'll be responsible for a varied portfolio of Personal Tax work, including:
• Preparing Self Assessment and Partnership Tax Returns.
• Managing your own portfolio of clients and dealing with queries throughout the year.
• Liaising with clients and HMRC regarding tax payments, repayments and general enquiries.
• Preparing 60-day Capital Gains Tax (CGT) returns.
• Preparing Let Property disclosures.
• Assisting with smaller HMRC tax enquiries.
• Analysing rental income and expenditure for Self Assessment Tax Returns.
• Preparing information for Making Tax Digital (MTD) returns, primarily for rental properties and smaller self-employments.
• Preparing P11Ds.
• Supporting the wider Tax team with other tax-related work as required.

About You

• We're looking for someone with at least two years' experience in a tax environment, ideally with a strong background in Personal Tax.
• You’ll need to be confident working independently and managing your own workload, while also being a collaborative team player. Strong numerical skills, excellent attention to detail and good time-management skills are essential.
• As you develop within the role, there will also be opportunities to support and assist trainees within the team.
• Experience of Corporation Tax or Sage Payroll would be advantageous, but is not essential.