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Personal Tax Senior

Sumer

London

Hybrid

GBP 45,000 - 65,000

Full time

Today

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Job summary

A leading company is seeking a Personal Tax Senior to manage a diverse portfolio of personal tax clients. You'll play a key role in compliance and advisory services, handling tax returns, liaising with HMRC, and providing consultancy support. The position offers hybrid working arrangements and opportunities for career development within a supportive environment.

Benefits

Dress for the day

Flexible and hybrid working

Early finish Fridays during Summer

28 days holiday plus up to 3 days Christmas closure

Employee discount scheme

Season ticket loan

Wedding/Civil Partnership Gift

Employee assistance programme

Private medical insurance

Death in service

Qualifications

Demonstrable experience within the tax cycle seasons
Varied practical and technical personal tax knowledge

Responsibilities

Prepare and review complex Tax Returns using CCH
Liaise with HM Revenue & Customs on the client’s behalf
Identify opportunities to develop the firm’s business from your portfolio

Skills

IT literate

Excellent verbal and written communication skills

Time management skills

Education

ATT qualified

CTA qualified

Tools

CCH Personal Tax

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Our client base is diverse (including HNWIs, Entrepreneurs, and globally mobile individuals) and you will be allocated and oversee a portfolio of personal tax clients in a hands-on compliance and ad-hoc advisory capacity.

Department Personal Tax Employment Type Permanent Location London Workplace type Hybrid Reporting To

Key Responsibilities

Request Tax Return information from the client or audit team
Prepare and review complex Tax Returns using CCH
Liaise with HM Revenue & Customs on the client’s behalf
Deal with HMRC enquiries in respect of clients allocated to your portfolio
Monitor WIP and raise bills in a timely fashion
Identify opportunities to develop the firm’s business from your portfolio
Attend client meetings as appropriate
Assist on consultancy projects, which will include letter and report writing to a wide range of audiences as well as meeting with clients to go through such letters and reports
Undertake technical research in areas such as, but not limited to, remittance basis, capital gains tax, inheritance tax and trusts.

Skills, Knowledge and Expertise

ATT qualified
Demonstratable experience within the tax cycle seasons
Varied practical and technical personal tax knowledge
IT literate
Excellent verbal and written communication skills
Time management skills and experience in meeting deadlines

Desirable

CTA qualified
Knowledge of CCH Personal Tax
Previous experience in a client facing role
Strong letter and report writing skills
Confident dealing with stakeholders of varying levels
Proactive approach to work and problem solving
Evidence of continuous CPD

Benefits

Dress for the day
Flexible and hybrid working
Early finish Fridays during Summer
28 days holiday plus up to 3 days when offices close over Christmas with the option to purchase 5 extra days per year
Employee discount scheme
Season ticket loan
Wedding/Civil Partnership Gift
Employee assistance programme
Private medical insurance
Death in service
Social events

About Simmons Gainsford

Our size and ethos means that we have a natural empathy with entrepreneurs, start-ups and growing businesses. Our client base is diverse and includes media, entertainment, retail, property, hospitality, manufacturing, recruitment, lawyers and charities. Our remit is to solve problems and create solutions so the compliance work – such as audits and tax returns – is complemented by creative business and strategic planning.

We have grown steadily over the years but not to an extent that we don’t know one another. We’re fortunate in that we have the following teams: Audit & Accounts, Corporate, Personal and Indirect Tax, Bookkeeping, Payroll, IT, HR and Internal Accounts so we can all work together to help businesses as we offer a wide range of advice and solutions.

We enjoy what we do, we love being challenged and we are always striving to improve. We’re not going to deny that it can be a demanding environment at times – but that’s a great one in which to learn and grow stronger in our knowledge – and we don’t have a late hours’ culture.

Our Partners and Managers are approachable, incredibly supportive and dedicated to providing an individual career and personal development path for all our staff. Many of them began as trainees themselves so they understand the journey ahead for our new trainees as they mentor them.

We offer CPD training throughout the year as it’s important that our clients receive the most up to date and relevant advice, and our staff are continuously learning so they are empowered by their knowledge. There is always the opportunity for individuals to suggest any ad hoc courses.

We are a sociable bunch too! As well as our annual firm-wide seasonal events, we have a social club who think of even more innovative ways to have fun throughout the year.

We also like to keep everyone updated – and share ideas – by having regular team briefings, employee focus groups and staff meetings.

Agile Working

We are an agile working organisation but we also pride ourselves on getting to know one another in person. So, whilst the majority of us can and do work remotely, we also enjoy going into the office to forge working relationships and friendships.

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Seniority level

Seniority level
Mid-Senior level

Employment type

Employment type
Other

Job function

Job function
Accounting/Auditing and Finance
Industries
Accounting

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