Personal Tax Adviser

IPS Finance; Chesterfield; On-site; GBP 28,000 - 35,000; Full time

Job summary

IPS Finance in Chesterfield is recruiting a Personal Tax Advisor to join its tax team. The role focuses on personal tax compliance and advisory work for private clients, landlords and directors, with day-to-day contact for clients and HMRC.

Working with the Tax Director, you will manage your own workload, build strong client relationships, and develop broader advisory skills while pursuing professional qualifications.

Qualifications

• Experience in personal tax within an accountancy practice.
• Able to prepare self-assessment tax returns.
• Good working knowledge of income tax and capital gains tax.
• Able to meet statutory deadlines and manage multiple assignments.

Responsibilities

• Prepare and review self-assessment tax returns for individuals, directors, landlords and other private clients.
• Manage personal tax compliance assignments from initial information gathering through to submission.
• Prepare income tax and capital gains tax calculations.
• Advise clients on personal tax matters and respond to day-to-day queries.
• Support the Tax Director with more complex personal tax planning and advisory assignments.
• Liaise with HMRC on behalf of clients and deal with correspondence and enquiries.
• Monitor filing deadlines and ensure compliance work is completed accurately and on time.
• Build and maintain strong relationships with clients as a regular point of contact.

Skills

Client communication

Time management

Education

ATT qualified

ATT/CTA in progress

Qualified by experience

Job description

We are working with an established and growing accountancy practice in Chesterfield that is looking to recruit a Personal Tax Advisor to join its tax team. The firm provides a broad range of accountancy and tax services to individuals, business owners and private clients, with a strong emphasis on building long term client relationships and providing practical, tailored advice. Working closely with the Tax Director, you will take responsibility for delivering a range of personal tax compliance and advisory work across an established client portfolio. This position would suit someone with solid personal tax experience who is confident managing their own workload, dealing directly with clients and delivering work to a high standard, while having access to senior support on more complex matters.

Key responsibilities

• Preparing and reviewing self-assessment tax returns for individuals, directors, landlords and other private clients.
• Managing personal tax compliance assignments from initial information gathering through to submission.
• Preparing income tax and capital gains tax calculations.
• Advising clients on personal tax matters and responding to day-to-day queries.
• Supporting the Tax Director with more complex personal tax planning and advisory assignments.
• Liaising with HMRC on behalf of clients and dealing with correspondence and enquiries.
• Monitoring filing deadlines and ensuring compliance work is completed accurately and on time.
• Building and maintaining strong relationships with clients, acting as a regular point of contact.
• Identifying potential tax planning opportunities and referring more complex matters to the Tax Director.

Candidate profile

• Previous experience working in personal tax within an accountancy practice.
• ATT qualified, studying towards ATT/CTA or qualified by experience.
• Confident preparing self-assessment tax returns and managing personal tax compliance work independently.
• Good working knowledge of income tax, capital gains tax and wider personal tax matters.
• Comfortable communicating directly with clients and HMRC.
• Able to manage multiple assignments and meet statutory deadlines.
• Strong attention to detail with a proactive and organised approach to work.
• Interested in developing broader personal tax advisory skills with support from an experienced Tax Director.

Salary and benefits

• Salary of £28,000 – £35,000 depending on experience and qualifications.
• Professional development and support with further tax qualifications where appropriate.
• Direct exposure to an experienced Tax Director.
• Varied personal tax work across a broad client base.

IPS Finance has 45 years’ experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit our website to view the latest accountancy / finance and practice opportunities.