Personal Tax Specialist

Trial Balance; Corsham; On-site; GBP 40,000 - 55,000; Full time

Job summary

Trial Balance is recruiting a personal tax specialist for a reputable practice in Corsham. The role involves managing a portfolio of personal tax clients and delivering SATR, P11Ds, PSAs, and capital gains declarations.

The ideal candidate will have a proven track record in an accountancy practice and ideally hold ATT qualification; candidates without formal tax qualifications will also be considered.

Qualifications

• Proven track record in an accountancy practice environment.
• Interest or focus on personal tax.
• ATT qualified preferred, open to CVs without formal tax qualifications.

Responsibilities

• Manage tax affairs for a broad portfolio of personal tax clients.
• Prepare SATR, P11Ds and PSAs.
• Perform sole trade and partnership tax checks; review Capital Gains declarations.
• Assist with tax planning as required.

Skills

Personal tax

SATR preparation

Tax planning

Education

ATT qualification

Tools

Tax software

Job description

Are you an expert in the field of personal tax? Or perhaps you have enjoyed more of a generalist practice background but find yourself wanting a role which will see you become more of a specialist? Either way, this could be just the role that you have been looking for…

My client is a very successful independent firm with an excellent track record and a loyal and long standing client portfolio. They are now looking to recruit for a new member to join their supportive, friendly and high calibre team.

This role will look after the tax affairs of a broad portfolio of personal tax clients to include SATR preparation, P11d’s and PSAs, performing sole trade and partnership tax checks, preparing and submitting Capital Gains declarations, and assisting with tax planning as required.

This role would suit a candidate with a proven track record in an accountancy practice environment and a particular interest in personal tax. Ideally you will be ATT qualified, but my client is also open to seeing the CVs of candidates who may not have undertaken formal tax qualifications.