Personal Tax Senior

Michael Page Finance; Weston-super-Mare; Hybrid; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Hybrid working

Flexible hours

Competitive benefits

Job summary

A Personal Tax Senior role is available at a Weston-Super-Mare based accountancy firm. You will deliver personal tax compliance for a diverse client base, with increasing client contact and opportunities to participate in tax planning and advisory work as you advance.

You should be studying or qualified in ATT/CTA/AAT/ACA/ACCA and be looking to specialise in personal tax within a growing team. Hybrid working, flexible hours and competitive benefits are offered.

Qualifications

• Experience in personal tax compliance for diverse clients including high net worth individuals, directors, landlords and trusts.
• Ability to develop client relationships and contribute to tax advisory projects.
• Interest in progressing within personal tax with additional responsibilities over time.

Responsibilities

• Deliver personal tax compliance services to a wide range of clients.
• Increase client contact and manage portfolios as you develop.
• Contribute to wider tax planning and advisory work, working with partners.

Skills

Personal tax

Client relationships

Tax planning

Portfolio management

Education

ATT/CTA/AAT/ACA/ACCA

Job description

A growing and successful accountancy practice based in Weston-Super-Mare is searching for a Personal Tax Senior to join their team delivering personal tax compliance service to wide ranging clients, along with increasing responsibility, client contact and involvement in tax planning/advisory work on offer as you develop within firm and role.

Client Details

Based in Weston-Super-Mare this highly regarded and successful accountancy firm is looking to bolster its personal tax department. The firm offers hybrid working, flexible hours highly competitive benefits and salary packages with support on offer for those pursuing qualifications.

Description

Joining as a Personal Tax Senior based from the firms Weston-Super-Mare offices you will focus on delivering personal tax compliance to wide ranging HNWIs, directors, property investors/landlords, trusts, partnerships and other wide ranging personal tax clients, Over time as you develop within the firm and role there will be increasing client contact / portfolio management responsibility and scope for involvement in delivering wider tax planning services across IHT, trusts and other project work . You will build relationships with clients and look to advise and deliver on tax advice and wider project work, working with the wider management and partner team. The role and firm provides an excellent opportunity for you to develop your personal tax career.

Profile

You are likely studying, or qualified across any of - ATT/ CTA / AAT / ACA / ACCA and you will have either specialised entirely within a personal tax career so far to around the Personal Tax Assistant / Senior levels, or you may have a more generalist, all around accounts and tax background, developed within an accountancy practice firm background and be looking to specialise your career in tax moving forward.

Job Offer

£30,000 - £40,000 dependent on the experience and background of the right professional plus benefits.