Private Client Tax Senior

ACCA Careers; Sevenoaks; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Hybrid working after probation

Job summary

ACCA Careers in Sevenoaks is seeking a Private Client Tax Senior to assist clients with tax compliance and advisory needs, ensuring obligations are met while maximising opportunities.

You will manage a portfolio of around 225 clients, prepare personal tax and MTDS returns, and provide guidance on compliance requirements within a leading independent firm. The role also involves mentoring juniors and handling HMRC enquiries.

Qualifications

• Prepare and review personal tax and MTD returns with minimal supervision.
• Manage a portfolio of around 225 clients and be their primary contact.
• Provide guidance on compliance and tax planning opportunities.

Responsibilities

• Prepare and review personal tax and MTD returns with minimal supervision.
• Manage a portfolio of around 225 clients and be their main contact.
• Prepare and submit P11Ds, benefits-in-kind and employer NICs guidance.
• Produce accurate tax computations including income tax and capital gains tax.
• Support and mentor junior team members with technical guidance.
• Handle HMRC enquiries and complex tax matters including inheritance tax and non-residents.
• Identify tax planning opportunities and ensure deadlines and compliance.

Skills

Personal tax knowledge

Client relationship management

Mentoring/technical guidance

Communication

Education

ATT/CTA studier or qualified

Job description

As a Private Client Tax Senior in Sevenoaks, you'll support clients with their tax compliance and advisory needs, ensuring they meet obligations while maximising opportunities. You'll play a key role in helping clients navigate tax matters effectively within the accountancy industry.

Client Details

Our client is a leading, independent accountancy firm in Sevenoaks. They pride themselves on their rich history and their desire to remain independent moving forward. Our client has a very low turnover of staff (this role came about via a retirement).

Description

• Prepare and review personal tax and Making Tax Digital (MTD) returns with minimal supervision.
• Manage a portfolio of clients (circa 225), acting as their primary point of contact and ensuring excellent client service.
• Prepare and submit P11Ds, benefits-in-kind calculations, and employer Class 1A NICs, providing guidance on compliance requirements.
• Produce accurate tax computations, including income tax, capital gains tax, and other personal tax matters.
• Support, review, and mentor junior team members, providing technical guidance and development opportunities.
• Handle HMRC enquiries, correspondence, disclosures, and more complex tax matters, including inheritance tax, capital gains, and non-resident issues.
• Identify tax planning opportunities, manage client deadlines, and ensure compliance with current UK tax legislation and best practice.

Profile

• 4+ years experience working in personal tax in an accountancy practice setting
• ATT/CTA studier or qualified
• Experience managing a portfolio of clients
• Experience of complex compliance and starting to assist clients with advisory projects

Job Offer

• Competitive salary between £40,000 and £50,000, dependent on the level of experience
• Permanent position within the professional services industry
• Opportunity to work in a professional environment in Sevenoaks
• Hybrid working (after successful probation completed)