Personal Tax

SI Recruitment Limited; Tees Valley; Hybrid; GBP 32,000 - 45,000; Full time

Job summary

SI Recruitment Limited in Darlington is seeking a Personal Tax Senior / Tax Assistant to join our established accountancy practice. The role covers a varied portfolio of personal tax work with opportunity to manage clients and develop technical knowledge.

You should have at least two years of tax experience, be confident working independently and as part of a team, with strong numerical and time-management skills. Exposure to Corporation Tax or Sage Payroll is advantageous.

Qualifications

• Two years of experience in a tax environment, preferably personal tax.
• Ability to work independently and manage your own workload while collaborating with the team.
• Strong numerical skills, attention to detail and good time-management.

Responsibilities

• Prepare Self Assessment and Partnership Tax Returns.
• Manage your own portfolio of clients and respond to queries year-round.
• Liaise with clients and HMRC regarding payments and enquiries.
• Prepare 60-day CGT returns and Let Property disclosures.
• Support with smaller HMRC tax enquiries and MTDfriendly returns.

Skills

Tax returns

Self Assessment

HMRC liaison

Numerical skills

Time management

Education

Two years tax experience

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 independent 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.

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