Tax Semi Senior

Red Door Recruitment; Markyate; On-site; GBP 35,000 - 40,000; Full time

Benefits offered by this job

25 days holiday

Pension scheme

Discounts/vouchers

Life assurance

Long service awards

Social calendar

Job summary

Red Door Recruitment is recruiting a Semi Senior to join the busy Tax Department based in St Albans or London. You will work with the Tax Manager to deliver a full personal tax service to a diverse client base including directors, self-employed individuals, high net worth and non-domiciled clients.

After an initial training period, you will attend the office one day per week, with potential for more. You will manage a portfolio of 150–200 clients and handle self-assessment, CGT and ATED returns,

Qualifications

• 3+ years experience in personal tax and ideally ATT standard.
• Good understanding of tax legislation and how to apply it to client circumstances.
• Experience in Personal Tax, CGT and ATED matters, including self-employed individuals, company directors and non-resident landlords.

Responsibilities

• Provision of a self-assessment compliance service including partnerships and landlords.
• Employee benefits compliance including forms P11D and PSA.
• Preparing personal tax, CGT and ATED returns with accurate information.
• Manage a portfolio of 150-200 clients, meeting deadlines.
• Liaise with clients and HMRC on tax issues and deadlines.
• Record time using software and bill accordingly; attend team meetings and CPD.

Skills

Excellent communication skills

Good IT skills

Attention to detail

Time management

Organisation

Education

ATT part qualified

Tools

Word

Excel

CCH tax software

Job description

We are recruiting for an opportunity to join a long-established firm as a Semi Senior, to work within the busy Tax Department based in either their St Albans or London office.

You will be working with their Tax Manager and wider Tax Department to provide a full personal tax service to a wide range of clients including company directors, self-employed individuals, high net worth and non-domiciled individuals.

Following the initial training period, you will be expected to attend the office one day per week, although can attend more if preferred.

What s in it for you?

• Salary: £35k-£40k
• Hours: Monday to Friday from 9.00 am to 5.00 pm (St Albans) or from 9.30 am to 5.30 pm (London)
• Benefits include 25 days holiday, holiday trading scheme, generous pension scheme, discounts/shopping vouchers, Life assurance, long service awards and a great social calendar!

Key responsibilities:

• Provision of a self-assessment compliance service to include all aspects of personal tax compliance, including partnerships and sole traders and non-residential landlords
• Employee benefits compliance including preparation of Forms P11D and PSA
• Preparing personal tax, capital gains tax returns and ATED returns, ensuring accuracy and completeness of information
• Effectively manage own portfolio of 150 to 200 clients, ensuring all deadlines are met
• Liaise effectively and professionally with clients and officers of HMRC on tax compliance issues and enquiries, ensuring that deadlines are met
• Record time spent on each client s affairs using the relevant computer software to submit weekly timesheets, ensuring that work is completed within budget and raising own bills when required
• Attend and participate in team meetings and attend training such as tax webinars/ seminars and CPD updates as necessary

What the employer is looking for:

Essential:

• 3+ years previous experience in personal tax and ideally part qualified to ATT standard
• Good understanding of tax legislation and the ability to apply that technical knowledge to client circumstances
• Good working knowledge of Personal Tax, Capital Gains Tax and ATED matters, including experience of working for self-employed individuals, company directors and Non-Resident Landlords

• Excellent communication skills, with a good command of written and spoken English
• Ability to communicate information clearly, concisely and accurately, both in person and when using the telephone and email
• Ability to organise self, prioritise and complete tasks on time
• Ability to check for accuracy and give good attention to detail
• Highly motivated self-starter with the ability to complete assignments within time constraints and deadlines
• Good IT skills, including experience of tax software programs, Word, Excel and other Windows based systems

Desirable:

• Prior experience of rental accounts
• Prior experience of using CCH tax software packages

Red Door Recruitment is committed to encouraging equality, diversity, and inclusion among our workforce, and eliminating unlawful discrimination. Full details available on our website.

Please note due to the number of applications we often receive; only shortlisted applicants will be contacted.