Personal Tax Senior

TN United Kingdom; Dover; On-site; GBP 35,000 - 45,000; Full time

Job summary

Join a leading accountancy practice in Dover as a Personal Tax Senior, where you'll manage a diverse portfolio of clients and provide essential advisory services related to personal tax. This role offers excellent training and growth opportunities, enabling you to enhance your skills in Capital Gains Tax and Inheritance Tax planning. You'll be a key player in a supportive environment, mentoring junior staff while ensuring compliance and client satisfaction. This is a fantastic opportunity to advance your career in a dynamic and respected firm.

Benefits

Competitive Benefits Package

Full Pension

Holiday Entitlement

Full Study Support

Qualifications

• AAT or ATT qualified with 3+ years in personal tax or accountancy.
• Experience in preparing tax returns for review.

Responsibilities

• Manage a portfolio of self-assessment tax clients.
• Provide advisory services on CGT and IHT.
• Prepare various tax forms and communicate with HMRC.

Skills

Personal Tax Compliance

Capital Gains Tax Advisory

Inheritance Tax Planning

Client Communication

Mentoring Junior Staff

Education

AAT or ATT Qualification

3+ Years in Accountancy Practice

Tools

Tax Computation Software

Job description

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TPF Recruitment, Kent’s leading accountancy practice recruitment agency, is recruiting for a fantastic firm of chartered accountants based in Dover, seeking a Personal Tax Senior to join their team. This role is focused on personal tax, supporting the Tax Manager with compliance matters and offering opportunities to get involved in advisory work related to CGT and IHT planning.

There is excellent support, training, and growth opportunities, making this an outstanding chance to be part of a leading regional practice.

• Managing a portfolio of self-assessment tax clients, including personal tax clients and partnerships.
• Providing advisory services related to Capital Gains Tax, Inheritance Tax, and Estate planning.
• Preparing various tax forms, including but not limited to P11Ds, PSAs, ATEDs, and elections for clients where required.
• Communicating effectively with colleagues, clients, and HMRC via phone, email, and in writing.
• Supervising and mentoring junior tax staff.
• Meeting with potential new clients and assisting with client onboarding.

Requirements

• You will be AAT or ATT qualified, or qualified by experience, with at least 3 years of experience in an accountancy practice or personal tax role.
• Experience in preparing tax returns for Manager or Partner review and familiarity with relevant tax computation software.

Benefits

• Salary between £35,000 and £45,000, dependent on experience and background, negotiable.
• A highly competitive benefits package.
• Full pension and holiday entitlement.
• Full study support.
• Please apply for the vacancy or contact Tristan Finch via telephone, our website, or LinkedIn for a confidential conversation.