Personal Tax Senior

Sopher + Co; England; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading company in Borehamwood is seeking a Personal Tax Senior to join their expanding Tax team. The candidate will manage diverse client portfolios, prepare tax returns, and ensure compliance with regulations. This role offers the opportunity to work with prestigious clients in a supportive environment, promoting professional growth and development.

Benefits

Extensive family benefits

Friendly work environment

Focus on staff development

Opportunities for internal progression

Qualifications

• 4+ years professional practice experience in taxation.
• Good working knowledge of SRT, tax treatment of non-doms.
• Can manage prestigious clients with complete confidentiality.

Responsibilities

• Prepare and review tax returns for individuals, partnerships, and trusts.
• Assist Managers with HMRC queries and technical research.
• Ensure client work is completed within budgets and timeframes.

Skills

Communication

Interpersonal skills

Attention to detail

Education

ATT qualification

Tools

CCH

Virtual Cabinet

Microsoft Office Suite

Job description

Personal Tax Senior

Job Type: Full Time, Permanent
Location: Borehamwood
Salary: £Competitive

About Us

Established in 1975, Sopher + Co is a trusted business adviser of choice for entrepreneurs, owner-managed businesses, high net worth individuals, professional partnerships and expats. Our roots in Elstree led to our early client base in the media and entertainment industry. Since then, we have grown immensely, with our portfolio now spanning over 20 industries. Our success is within our people - with endless opportunities and open-mind approach, Sopher + Co is a place where you can drive your career and ambitions forward, sharing and promoting our commitment to excellent client experience.

The Role

We are looking for an experienced Tax Senior to join our growing Tax team in our Borehamwood office. The role offers variety, autonomy and the opportunity to work with an incredibly broad range of clients. You'll be responsible for preparing and reviewing tax returns, ATED and P11Ds for a portfolio of clients including individuals, partnerships and trusts. Assisting Managers with HMRC enquires technical research and ad hoc advice.

Duties and Responsibilities:

• Prepare tax returns for a diverse range of clients including individuals, sole traders, partnerships and trusts
• Review and advise managers on clients' residency and non-domiciliary status including where applicable reference to the remittance basis charge
• Prepare various tax forms, including but not limited to P11ds, PSA, and ATEDs and elections for clients where required
• Effectively communicate queries to clients as required
• Undertake technical research for clients and tax consultants as required
• Ensure all client work is completed within specific budgets, and timeframes keeping Tax Manager informed at all times of progress of assignments
• Ensure timesheets are completed daily with full narrative and submitted weekly
• Keep abreast of developments in taxation and relevant computer software
• Attend all allocated internal and external training sessions as required
• Provide assistance to junior members of the team

About You

Sopher + Co take pride in their employees and their achievements whilst praising and recognising hard work. We are looking for people who embrace the 3 C's change, challenge and commitment. You will also have/be:

• ATT qualified highly desirable
• Previous professional practice experience in taxation
• Experience of at least four tax seasons and good working knowledge of the SRT, tax treatment of non-doms and the remittance basis
• Solid understanding of tax software
• Strong knowledge of Microsoft Office Suite, particularly Excel
• Strong communication skills between clients, staff and management
• Strong interpersonal skills between clients, staff and management
• Advanced computer operational skills
• Excellent time management skills
• Experience working with CCH and Virtual Cabinet
• The ability to work with prestigious clients who require complete confidentiality
• The ability to self-manage and work autonomously
• Organised
• Good attention to detail
• Reliable
• Proactive

In Return

We will offer you a competitive package, including extensive benefits for you and your family, a comfortable warm and friendly environment with great people and the chance to work with some of the most prestigious clients that no other family-based firm can offer. Sopher + Co strongly believes in staff development and continuously encourage internal progression.

Sopher + Co is committed to the principle of equality of opportunity in employment and we expect all our employees to act in accordance with this policy, we recognise the key role it plays in the success of our business.