Personal Tax Advisor | Client-Focused Tax & Planning

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

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.