Personal Tax Senior

Christopher Brian Recruitment Limited; Leatherhead; On-site; GBP 55,000 - 90,000; Full time

Job summary

Christopher Brian Recruitment Limited is assisting a Leatherhead-based accountancy practice in finding an ATT or CTA qualified Personal Tax Senior. The role focuses on a varied portfolio of personal tax work, including preparation and review of tax returns, with exposure to CGT, IHT, trusts and estates.

You will work in a senior capacity with autonomy and responsibility, offering opportunities to broaden advisory experience beyond pure compliance and to engage on more complex tax projects.

Qualifications

• Experience in personal tax within a UK accountancy practice.
• ATT or CTA qualification is essential.

Responsibilities

• Preparing and reviewing personal tax returns for a varied client base.
• Working on CGT, IHT, trusts and estates matters.
• Handling more complex personal tax compliance work and tax planning/advisory projects.
• Liaising with clients and building strong relationships.

Education

ATT or CTA

Job description

In this role, you’ll manage a varied portfolio of personal tax work, preparing and reviewing tax returns alongside more technical work covering CGT, IHT, trusts, estates and tax advisory.

What’s on Offer?

• Varied mix of personal tax compliance and advisory work
• Excellent technical exposure across CGT, IHT, trusts and estates
• Opportunity to build your advisory experience further
• Autonomy and responsibility at Senior level
• Varied and interesting private client portfolio
• Opportunity to work closely with experienced tax professionals

We’re working with an established accountancy practice in Leatherhead that is looking for an ATT or CTA qualified Personal Tax Senior to join its team.

This is a great opportunity for someone who wants more than a purely compliance-based tax role, with plenty of scope to broaden your technical knowledge and get involved in increasingly complex work.

The Role

Your workload will be varied, with the balance between preparation and review depending on the complexity of each assignment.

Responsibilities will include:

• Preparing and reviewing personal tax returns
• Completing Capital Gains Tax calculations, returns and other related matters
• Working on Inheritance Tax matters
• Dealing with trusts and estates
• Handling more complex personal tax compliance work
• Supporting clients with a range of tax queries
• Getting involved in tax planning and advisory projects
• Liaising directly with clients and building strong relationships

You’ll need previous personal tax experience within a UK accountancy practice and must be ATT or CTA qualified.

While we’re looking for someone with a solid technical grounding, you don’t necessarily need experience across every area listed above. If your background is slightly different, please still apply – we work on a variety of tax opportunities across Leatherhead and the surrounding areas.