Personal Tax

SI Recruitment Limited; Tees Valley; Hybrid; GBP 32,000 - 46,000; Full time

Job summary

SI Recruitment Limited is seeking a Personal Tax Senior / Tax Assistant in Darlington. The role is office-based with up to 20% home working, a permanent contract, and a 37.5-hour week.

You will manage your own client portfolio, prepare Self Assessments, CGT returns, Let Property disclosures, and support the Tax Department. Ideal candidates have at least two years of tax environment experience, a strong Personal Tax background, and good time-management.

Qualifications

• At least two years' experience in a tax environment.
• Strong background in Personal Tax.
• Ability to work independently and as part of a team.

Responsibilities

• Prepare Self Assessment and Partnership Tax Returns.
• Manage own client portfolio and respond to queries.
• Liaise with clients and HMRC on payments and enquiries.
• Prepare 60-day Capital Gains Tax (CGT) returns.
• Prepare Let Property disclosures.
• Assist with HMRC enquiries.
• Analyse rental income and expenditure for Self Assessment.
• Prepare Making Tax Digital (MTD) returns for rental properties and smaller self-employments.
• Prepare P11Ds.
• Support the wider Tax team as required.

Skills

Personal Tax

Tax Returns

Numerical skills

Time management

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? Were 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

• Youll 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

• Were looking for someone with at least two years experience in a tax environment, ideally with a strong background in Personal Tax.
• Youll 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.