Personal Tax Specialist

TPF Recruitment Ltd; Aylesford; On-site; GBP 40,000 - 60,000; Full time

Job summary

TPF Recruitment is supporting a well established firm of chartered accountants in Ashford with the recruitment of a Personal Tax Specialist. You will manage your own portfolio of clients, delivering high-quality personal tax compliance and advisory services.

The role can be tailored to your experience and career aspirations, with potential to focus on advisory work or a broader mixed tax role. You will work in a supportive environment with ongoing training and development, and opportunities for

Qualifications

• Previous personal tax experience gained within an accountancy practice.
• Strong technical knowledge of personal tax compliance.
• Excellent communication and client management skills.
• Interest in developing further advisory experience.

Responsibilities

• Managing a varied portfolio of personal tax clients.
• Preparing and reviewing self assessment tax returns.
• Supporting clients with tax planning matters (IHT, CGT, trusts, estates).
• Providing personal tax compliance and advisory services.
• Building strong relationships with clients.
• Liaising with HMRC and responding to tax enquiries.
• Identifying opportunities to provide additional advice.
• Assisting with the development of more junior team members.

Skills

Personal tax compliance

Client relationship management

Strong communication

Advisory mindset

Education

ATT/CTA/ACA/ACCA qualified

Job description

TPF Recruitment is supporting a well established and highly regarded firm of chartered accountants in Ashford with the recruitment of a Personal Tax Specialist.

This is an excellent opportunity to join a successful and supportive practice, working across a varied mix of personal tax compliance and advisory services. You will manage your own portfolio of clients while developing trusted relationships and providing a high quality service.

The position can be tailored around your existing experience and future aspirations. For someone with strong advisory experience, the firm can offer an immediate focus in this area. Alternatively, they can provide the training and exposure required to help you develop your advisory skills over time.

The firm may also consider candidates seeking a broader mixed tax role, combining personal and corporate tax responsibilities.

Responsibilities

• Managing a varied portfolio of personal tax clients
  
• Preparing and reviewing self assessment tax returns
  
• Supporting clients with a range of tax planning matters, IHT, CGT, trusts, Estates etc.
  
• Providing personal tax compliance and advisory services
  
• Building strong and lasting relationships with clients
  
• Liaising with HMRC and responding to tax enquiries
  
• Identifying opportunities to provide additional advice and support
  
• Assisting with the development of more junior members of the team where appropriate
  

Requirements

• Previous personal tax experience gained within an accountancy practice
  
• ATT, CTA, ACA or ACCA qualified, studying towards a relevant qualification, or qualified through experience
  
• Strong technical knowledge of personal tax compliance
  
• Excellent communication and client management skills
  
• An interest in developing further advisory experience
  
• Candidates seeking either a personal tax or mixed tax position will be considered
  
• A competitive salary based on experience (Circa £40-£60k+)
  
• A varied portfolio of interesting clients
  
• Excellent exposure to both compliance and advisory work
  
• A position that can be shaped around your experience and career aspirations
  
• Ongoing training and professional development
  
• Strong opportunities for future career progression
  
• A supportive and highly regarded working environment