Private Client Tax Semi-Senior — Study Support

Taxation; Stockport; Hybrid; GBP 26,000 - 32,000; Full time

Benefits offered by this job

£500 referral bonus

Job summary

A Stockport-based independent chartered accountants firm is seeking a Personal Tax Semi Senior to join its Private Client Tax team and support a diverse client portfolio. You will develop technical knowledge and advisory skills while handling day-to-day personal tax work.

You will prepare and submit Self Assessment tax returns, assist with private client portfolios and tax planning assignments, and liaise with HMRC. A £500 referral bonus is offered.

Qualifications

• Experience in the Personal Tax department of a UK accountancy practice.
• Experience preparing Self Assessment tax returns.
• Strong attention to detail and organisational skills.
• Good communication skills with the ability to build strong client relationships.
• Ambitious individual looking to develop a long-term career in Private Client Tax.

Responsibilities

• Preparing and submitting Self Assessment tax returns for a varied portfolio of individuals.
• Assisting with the management of private client portfolios and ensuring deadlines are met.
• Preparing Capital Gains Tax calculations and supporting tax planning assignments.
• Assisting with Inheritance Tax matters and estate administration where required.
• Liaising directly with HMRC regarding client queries and tax matters.
• Supporting senior members of the tax team with advisory projects.
• Building strong and lasting relationships with private clients.

Skills

Self Assessment tax returns

Attention to detail

Organisational skills

Client relationship building

Job description

A Stockport-based independent chartered accountants firm is seeking a Personal Tax Semi Senior to join its Private Client Tax team and support a diverse client portfolio. You will develop technical knowledge and advisory skills while handling day-to-day personal tax work.

You will prepare and submit Self Assessment tax returns, assist with private client portfolios and tax planning assignments, and liaise with HMRC. A £500 referral bonus is offered.