Senior Tax Consultant

Infinite Talent; Birmingham; On-site; GBP 35,000 - 46,000; Full time

Benefits offered by this job

Flexible hours

35-hour work week

CPD support

Study support

Progression opportunities

Job summary

Infinite Talent is partnering with a growing accountancy practice in the Midlands to appoint a Personal Tax Senior. You will manage a varied portfolio of personal tax clients, focusing on Self Assessment returns and compliance, while building strong client relationships.

You'll benefit from flexible hours and a 35-hour week for full-time staff, ongoing training and CPD support, and opportunities to progress into management within a supportive team.

Qualifications

• Experience preparing and submitting Self Assessment tax returns.
• Experience managing a portfolio of personal tax clients.
• Understanding personal tax legislation and compliance.
• Confident dealing with clients and HMRC.

Responsibilities

• Prepare and submit Self Assessment tax returns for a large portfolio of individual clients.
• Manage personal tax compliance deadlines and ensure returns are completed accurately and on time.
• Respond to personal tax queries and provide practical guidance to clients.
• Prepare tax computations and advising on personal tax liabilities.
• Handle Capital Gains Tax and residential property tax returns.
• Deal with HMRC correspondence and resolve tax-related queries.
• Prepare P11Ds and support associated tax compliance.
• Support trust tax returns, R185s and Inheritance Tax matters where required.
• Identify opportunities to assist clients with tax planning and advisory matters.
• Build and maintaining strong relationships with individuals, business owners and other professional contacts.

Skills

Self Assessment tax returns

Client interaction

Portfolio management

Education

UK accountancy qualification beneficial

Job description

Working arrangements: Full-time | Flexible hours

The Opportunity

An established and growing accountancy practice is looking to appoint a Personal Tax Senior to join its friendly and supportive team.

This is an excellent opportunity for someone with experience in personal tax who enjoys working directly with clients, taking ownership of their own portfolio and managing a varied workload.

The position will have a strong focus on personal tax compliance, particularly the preparation and submission of Self Assessment tax returns across a substantial and diverse client portfolio.

You’ll have the opportunity to build lasting client relationships, develop your technical knowledge and take greater ownership of your work, with access to ongoing training and development within the business.

The Role

You’ll take responsibility for managing a varied portfolio of personal tax clients, with duties including:

• Preparing and submitting Self Assessment tax returns for a large portfolio of individual clients.
• Managing personal tax compliance deadlines and ensuring returns are completed accurately and on time.
• Responding to personal tax queries and providing practical guidance to clients.
• Preparing tax computations and advising on personal tax liabilities.
• Handling Capital Gains Tax and residential property tax returns.
• Dealing with HMRC correspondence and resolving tax-related queries.
• Preparing P11Ds and supporting associated tax compliance.
• Supporting trust tax returns, R185s and Inheritance Tax matters where required.
• Identifying opportunities to assist clients with tax planning and advisory matters.
• Building and maintaining strong relationships with individuals, business owners and other professional contacts.

What We’re Looking For

• Ideally 18 Months experience working within a UK accountancy practice in a personal tax capacity.
• Strong experience preparing and submitting Self Assessment tax returns.
• Experience managing or supporting a portfolio of personal tax clients.
• Good understanding of personal tax legislation and compliance requirements.
• Confident dealing directly with clients and HMRC.
• Organised, proactive and comfortable managing competing deadlines.

Relevant accountancy or tax qualifications would be beneficial, although practical experience and technical ability are equally important.

What’s on Offer?

• Highly flexible working arrangements, with both full-time and part-time opportunities available.
• Flexibility around working hours, including school-hours arrangements.
• A 35-hour working week for full-time employees.
• Ongoing in-house training, professional development and CPD support.
• Study support and assistance with relevant qualifications.
• A varied client portfolio offering exposure to different industries and tax matters.
• A friendly, close-knit team with a supportive working environment.
• Scope to develop your technical expertise and progress within the practice into a management role