Tax Senior

Puro Associates; Bath; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Birthday day-off

Life Assurance (4x Salary) with EAP

Personal Pension; Employer 3% Employee

Cycle to work scheme

Annual salary review

25 days holiday plus Bank Holidays

Job summary

Puro Associates, based in Bath, seeks an experienced Tax Senior to manage a portfolio of personal and corporate tax clients and deliver proactive tax planning within a dynamic, client-focused practice.

You will handle personal tax returns, advise on tax strategies, assist with HMRC enquiries, and stay abreast of regulatory changes. A proactive, organised professional with strong communication skills will thrive here.

Qualifications

• ACA/ACCA/ATT/CTA qualified or part-qualified with demonstrable tax experience in an accountancy practice.
• Proven experience in preparing personal tax returns.
• Strong technical tax knowledge across a broad range of taxes.
• Excellent communication skills, written and verbal, with ability to explain tax concepts clearly.
• Highly organised with strong attention to detail and ability to manage multiple deadlines.
• Proficient in tax software (Iris) and MS Office (Excel).
• Proactive and client-focused approach.
• Ability to work both independently and in a team.

Responsibilities

• Manage a portfolio of personal tax clients.
• Prepare and submit accurate tax returns for individuals and partnerships.
• Provide tax advice and planning for income tax, CGT, and IHT.
• Assist with HMRC enquiries and investigations.
• Stay updated on tax legislation and communicate changes to clients/colleagues.
• Identify opportunities for tax efficiencies and advise clients.
• Build and maintain strong client relationships as primary tax contact.
• Collaborate with other departments for integrated client solutions.
• Participate in business development activities where appropriate.

Skills

Communication

Organised

Client-focused

Teamwork

Education

ACA/ACCA/ATT/CTA qualified or part-qualified

Tools

Iris

Excel

Job description

we are seeking a highly motivated and experienced Tax Senior to join our tax team. This is an excellent opportunity for a professional looking to further their career in a dynamic and client-focused practice. The successful candidate will be responsible for managing a portfolio of personal and corporate tax clients, ensuring compliance with tax regulations, and providing proactive tax planning advice.

Key Responsibilities

• Manage a portfolio of personal tax clients.
• Prepare and submit accurate and timely tax returns for individuals and partnerships.
• Assist with providing tax advice and planning strategies to clients on a range of tax issues, including income tax, CGT, and IHT.
• Assist clients with HMRC enquiries and investigations.
• Keep up to date with changes in tax legislation and communicate these to clients and colleagues where necessary.
• Identify opportunities for tax efficiencies and advise clients accordingly.
• Build and maintain strong client relationships, acting as a primary point of contact for tax matters.
• Collaborate with other departments within the practice to provide integrated client solutions.
• Assist in business development activities where appropriate.

Qualifications and Experience

• ACA/ACCA/ATT/CTA qualified or part-qualified with significant demonstrable experience in a tax role within an accountancy practice.
• Proven experience in preparing personal tax returns.
• Strong technical tax knowledge across a broad range of taxes.
• Excellent communication skills, both written and verbal, with the ability to explain complex tax concepts clearly to clients.
• Highly organised with excellent attention to detail and the ability to manage multiple deadlines.
• Proficient in tax software (e.g., Iris) and Microsoft Office Suite, particularly Excel.
• A proactive and client-focused approach.
• Ability to work independently and as part of a team.

Desirable Skills

• Experience with specialist tax areas such as international tax or trusts.
• Experience in a client-facing role.

What We Offer

• A competitive salary and benefits package
• Annual salary review
• 25 days holiday plus Bank Holidays
• Birthday day-off
• Life Assurance (4x Salary) with EAP benefits
• Personal Pension; Employer 3% Employee min 5%
• Cycle to work scheme
• A supportive and friendly working environment
• Opportunities for professional development and ongoing training
• Exposure to a diverse range of clients and tax challenge
• Career progression opportunities within the practice
• Flexible working options