Personal Tax Senior

IPS Group Ltd; Newcastle upon Tyne; On-site; GBP 30,000 - 40,000; Part time

Job summary

An exciting opportunity awaits a Personal Tax Senior to join a dynamic firm of Chartered Accountants in Newcastle. This role involves managing a diverse portfolio of clients, including sole traders and non-resident individuals, while providing essential tax compliance and advisory services. You'll collaborate closely with the Tax Manager to identify tax planning opportunities and ensure timely communication of tax liabilities to clients. This innovative firm values professional growth, offering flexible working hours and extensive learning opportunities. If you're passionate about personal tax and client management, this is the perfect role for you.

Benefits

25 days annual leave + bank holidays

Flexible working hours

Extensive learning and development opportunities

Study support

Qualifications

• Experience managing a personal tax portfolio and all aspects of Self-Assessment Tax Returns.
• Strong technical knowledge of personal tax and ability to communicate effectively.

Responsibilities

• Manage a portfolio of clients including sole traders and landlords.
• Prepare and submit Self-Assessment Tax Returns and communicate tax liabilities.

Skills

Personal Tax Knowledge

Client Management

Communication Skills

Tax Planning

Technical Research

Education

ATT Qualification

Qualified by Experience

Job description

An exciting opportunity has arisen for a Personal Tax Senior to join a firm of Chartered Accountants in Newcastle.

Working with the Tax Manager, the role offers the opportunity to experience a wide range of personal tax matters including compliance, advisory and planning work.

As a Personal Tax Senior, you will be responsible for:

• Management of a portfolio of clients consisting of sole traders, landlords, directors and non-resident individuals.
• Preparation and submission of Self-Assessment Tax Returns and 60-day Capital Gains Tax returns where applicable.
• Communicating tax liabilities to clients and providing the necessary information to enable them to pay their liabilities in line with relevant deadlines.
• Identifying tax planning opportunities within your portfolio and communicating these to the company’s directors.
• Assisting the Tax Manager with ad-hoc advisory projects.

To qualify for this Personal Tax Senior role, ideally you should meet the following:

• Have experience of managing your own portfolio of clients as Personal Tax Senior.
• Have experience of all aspects of the Self-Assessment Tax Return process.
• Be ATT qualified or qualified by experience.
• Have strong technical personal tax knowledge and the ability to research and communicate technical information to both colleagues and clients.
• Have the ability to liaise with clients, resolving their queries in a timely manner.

What’s on offer?

• 25 days annual leave + bank holidays
• Flexible working hours
• Extensive learning and development opportunities
• Study support would be considered
• Salary from £30,000 to £40,000 FTE

The successful candidate must be able to commit to a part time role (22.5 hours per week) although a full-time position would be considered for the right candidate.

If you are interested in this Personal Tax Senior position or would like any further information, please contact Leah Mason at IPS Finance.