Senior Tax Accountant / Tax Manager

WH Finance Ltd; Tadley; On-site; GBP 55,000 - 75,000; Full time

Job summary

WH Finance Ltd in Berkshire is seeking a Senior Tax Accountant / Tax Manager to support the Tax Director with high-quality tax compliance and advisory services. This hands-on, office-based role is in Hurst, near Wokingham, offering a collaborative environment.

You will manage a portfolio of personal clients, review tax returns, and assist with advisory projects while mentoring junior staff and liaising with HMRC to ensure deadlines are met.

Qualifications

• Experience in a tax role within a practice.
• Solid knowledge of UK tax legislation.
• Ability to manage a client portfolio independently.
• Excellent communication and interpersonal skills.

Responsibilities

• Manage a portfolio of personal clients.
• Oversee preparation and review of tax returns, ensuring accuracy and compliance with current legislation.
• Preparation and/or review of a range of compliance filings including Capital Gains Tax returns, Annual Tax on Enveloped Dwellings (ATED) returns, Employment Related Securities (ERS) returns & P11D forms etc
• Support the Tax Director on advisory projects, including tax planning and structuring.
• Act as a main point of contact for clients, building strong and lasting relationships.
• Be the first point of contact for allocated clients, responding to various client enquiries in an accurate and timely manner.
• Review work prepared by junior staff and provide guidance and mentoring.
• Liaise with HMRC on behalf of clients.
• Ensure deadlines are met and workflows are managed effectively.

Skills

Tax advisory experience

Tax compliance

Client portfolio management

Communication skills

Job description

Our client is a well established accountancy practice based in Hurst, Berkshire and they are looking to recruit a Senior Tax Accountant / Tax Manager to support the Tax Director in delivering high-quality tax compliance and advisory services. This is a hands-on office-based role in Hurst, Wokingham, ideal for someone who enjoys working closely with clients and being a key part of a collaborative team.

Key Responsibilities:

• Manage a portfolio of personal clients
• Oversee the preparation and review of tax returns, ensuring accuracy and compliance with current legislation
• Preparation and/or review of a range of compliance filings including Capital Gains Tax returns, Annual Tax on Enveloped Dwellings (ATED) returns, Employment Related Securities (ERS) returns & P11D forms etc
• Support the Tax Director on advisory projects, including tax planning and structuring.
• Act as a main point of contact for clients, building strong and lasting relationships.
• Be the first point of contact for allocated clients, responding to various client enquiries in an accurate and timely manner.
• Review work prepared by junior staff and provide guidance and mentoring.
• Liaise with HMRC on behalf of clients.
• Ensure deadlines are met and workflows are managed effectively.

Essential Requirements:

• Strong experience in a tax role within practice.
• In-depth knowledge of UK tax legislation.
• Proven ability to manage a client portfolio independently.
• Excellent communication and interpersonal skills.