Personal Tax Senior

Ambition; St Albans; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading firm of Chartered Accountants in St Albans seeks a Private Client Tax Senior to support personal tax clients ranging from individuals to multinational corporations. The role involves preparing tax returns, assessing tax impacts, and working closely with HMRC. With a focus on genuine work-life balance and professional growth, this position offers competitive benefits including an above-market salary and extensive holiday options.

Benefits

Genuine work-life balance

Above market rate salary

Up to 33 days holiday including bank holidays

Opportunity to buy up to 5 days holiday

Succession planning and supportive management structure

Qualifications

• At least two years experience in an accounting practice within a personal tax team.
• Demonstrable knowledge of producing personal tax returns.
• Excellent verbal and written communication skills.

Responsibilities

• Assess tax impact of information and prepare tax returns.
• Liaise with HMRC on client's behalf.
• Coach junior staff on delegated work.

Skills

Communication skills

IT skills including Word, Outlook, and Excel

Education

ATT Qualified or undertaking CTA qualification

Tools

CCH

Job description

Top 20 firm of Chartered Accountants, Tax and Business Advisers, are looking for a Private Client Tax Senior to join their exciting team! They are in partnership with clients ranging from entrepreneurs and individuals to multi-national corporations.

Duties will include:

• Work through the information and assess the tax impact of each piece of information.
• Prepare and generate tax returns using tax software.
• Send chasing letters to client if required, address any queries.
• Prepare letter to client, detailing liabilities, and any tax saving opportunities.
• Draft letter for review and make any necessary changes (where appropriate)
• Send letter and tax return to client for signature; log information sent and submit to HMRC.
• Liaise with HMRC on client's behalf.
• Inform client of tax liabilities; agree these to HMRC statement on account.
• Prepare HMRC forms as appropriate (e.g. P35, P11D etc) and ensure all deadlines are met
• Prepare client bill (where appropriate)
• Coach junior staff on work delegated.
• Identify tax planning opportunities as appropriate.
• Assist on consultancy projects (where required)
• Carry out research projects (where appropriate)

Looking for:

• At least two years + experience in an accounting practice within a personal tax team.
• ATT Qualified or currently undertaking CTA qualification.
• Experience with demonstrable knowledge of producing personal tax returns.
• Strong IT skills including Word, Outlook, and Excel, to an intermediate level, to produce letters and spreadsheets.
• Knowledge of tax software such as CCH
• Excellent communication skills both verbal and written.

Whats in it for you?

• Genuine work life balance.
• Above market rate salary
• New and improved programme for Succession planning and supportive management structure to help you realise your potential.
• Up to 33 days holiday including bank holidays, plus the opportunity to buy up to 5 days.

If you're interested in exploring this opportunity further, please apply directly or drop me an email with your full CV to: [e-mail]

If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply. https://www.ambition.co.uk/refer-a-friend