Tax Semi Senior

Bell Cornwall Recruitment; Birmingham; On-site; GBP 35,000 - 40,000; Full time

Job summary

A reputable accountancy firm in Edgbaston is seeking a Tax Semi Senior with a focus on trusts and inheritance tax. The role involves managing a diverse portfolio, advising on complex tax matters, and providing exceptional client service. Ideal candidates will have extensive tax knowledge and experience in client relations.

Qualifications

• Strong working knowledge of trust taxation, IHT, and estate planning.
• Considerable experience within an accountancy practice environment.
• Solid knowledge of UK personal tax.

Responsibilities

• Managing a portfolio of individuals, partnerships, trusts, and estates.
• Preparing and reviewing self-assessment tax returns.
• Providing IHT planning advice to clients.

Skills

Trust taxation

IHT

Estate planning

Client interaction

Compliance work

Job description

Tax Semi Senior

Edgbaston, Birmingham

£35,000 - £40,000 p/a

Bell Cornwall Recruitment are delighted to be working with a growing, reputable accountancy firm in the Edgbaston area of Birmingham. They are looking for an experienced and motivated Tax Semi Senior, ideally with specialist experience in trusts, estates, and inheritance tax (IHT).

The Role:
The Tax Semi Senior will work with a varied portfolio, contribute to advisory work, and navigate complex tax matters ensuring outstanding client service. Other duties and responsibilities include (but are not limited to):

• Managing a portfolio of individuals, partnerships, trusts and estates, overseeing both compliance and advisory work.
• Preparing and reviewing self-assessment tax returns.
• Supporting advisory work including capital gains tax, residence and domicile, property income, and business tax planning.
• Preparing and reviewing trust and estate tax returns.
• Providing IHT planning advice to clients, including support on lifetime giving strategies, estate planning, and IHT reliefs.

The Person:

• Strong working knowledge of trust taxation, IHT, and estate planning.
• Considerable experience within an accountancy practice environment.
• Solid knowledge of UK personal tax.
• Experience dealing directly with clients and their legal representatives.
• Confidence in reviewing and preparing trust accounts and SA900 returns.

A fantastic opportunity for a tax professional looking for the next step in their career!

Interested? Please click the 'APPLY' button now!

BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.

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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)