Tax Senior

CMA Recruitment Group; Alton; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading accountancy practice in Alton, Hampshire seeks an experienced Tax Senior to join their team. This role offers the chance to manage a varied client portfolio, including personal tax returns for individuals. The firm emphasizes development opportunities, providing training for professional qualifications. Ideal candidates will have experience in personal tax compliance, strong organizational skills, and a passion for working independently or as a team. This position includes competitive salary and benefits, striving for a supportive working environment.

Benefits

ATT training package

Flexible working arrangement

Ongoing CPD and professional development

Exposure to a broad client portfolio

Supportive working environment

Competitive salary and benefits

Qualifications

• Experience in personal tax compliance required.
• Qualified by experience (QBE) or ATT qualified/studying preferred.
• Strong organisational and time management skills essential.

Responsibilities

• Prepare Self-Assessment personal tax returns.
• Manage a personal tax portfolio including high-net-worth individuals.
• Act as a point of contact for clients with queries.

Skills

Personal tax compliance

Organisational skills

Time management

Team player

IT skills (MS Office)

Education

Qualified by experience (QBE) or ATT qualified/studying

Tools

Iris Tax Software

My Work Papers

Job description

Are you an experienced tax professional looking to take the next step in your career? A well-established and highly regarded accountancy practice in Alton, Hampshire is seeking a Tax Senior to join its growing team. This is an excellent opportunity for someone who enjoys working with a varied client base and wants to further develop their expertise in personal tax and wider compliance areas.

The firm offers a supportive, professional environment, CPD opportunities, and, where relevant, an ATT training package for those part-qualified or qualified by experience.

What will the Tax Senior role involve?

• Preparation of Self-Assessment personal tax returns for review and filing with HMRC
• Managing a personal tax portfolio including rental, investment, directors and high-net-worth individuals
• Potential to work with broader clients such as partners, partnerships, CGT returns, P11Ds, ATED, trust registrations, and trust/estate tax returns (based on experience or interest)
• Acting as a key point of contact for clients with day-to-day queries
• Staying updated on changes to tax legislation and sharing insights with the team

Suitable Candidate for the Tax Senior vacancy:

• Qualified by experience (QBE) or ATT qualified/studying
• Previous experience in personal tax compliance
• Strong organisational and time management skills
• Team player with the ability to work independently
• Desire to broaden technical knowledge and take on a diverse portfolio
• IT skills: MS Office (Outlook, Excel, Word, Teams), Iris Tax Software (training provided), and My Work Papers (training provided)

Additional benefits and information:

• ATT training package if required
• Flexible working arrangement
• Ongoing CPD and professional development
• Exposure to a broad and interesting client portfolio
• Supportive, friendly working environment
• Competitive salary DOE and excellent benefits

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