Tax Senior

David Allen; Dumfries, Carlisle, Penrith, Workington; Hybrid; GBP 40,000 - 70,000; Full time

Benefits offered by this job

Flexible working

Free financial advice

Salary and progression

Job summary

David Allen is seeking an ATT-qualified Tax Senior to manage a portfolio of local clients with a focus on personal tax matters. You will support senior staff on tax compliance and advisory work, including IHT/CGT and personal tax advice, with the opportunity to specialise in corporate taxation.

The role supports development towards Chartered Tax status, with training and mentoring throughout. Dalston and Dumfries offices offer flexible paths and growth opportunities within a growing team.

Qualifications

• ATT qualification preferred with focus on personal tax.
• Experience with local clients and advisory work is beneficial.

Responsibilities

• Manage a portfolio of local clients in personal tax.
• Assist senior staff with tax compliance and advisory work.
• Work on IHT/CGT and personal tax matters; opportunity to specialise in corporate taxation.

Skills

Personal tax knowledge

IHT knowledge

CGT knowledge

Education

ATT qualification

Job description

Join #TeamDA as a Tax Senior

Tax compliance is a critical pillar in David Allen’s management portfolio of financial risk control & compliance, whilst creating tax savings and tax investment opportunities for both corporate and personal clients. We have an expert team who deliver in this sector very successfully. From this success comes continued growth which, together with the professional development of our current staff, has led to a number of exciting and developmental tax career opportunities particularly within our Dalston and Dumfries offices.

About the Role

For our Dumfries office, we are looking for ATT qualified candidates who have a focus on personal tax matters. In this role, you will predominately be responsible for running a portfolio of local clients but will also assist the senior staff with their tax and client responsibilities.

For our Dalston office, we are looking for ATT qualified candidates and can accommodate candidates hungry for the next step in qualifying towards chartered tax status. In this role, you will provide tax services to a range of clients, working on Inheritance Tax (IHT)/ Capital Gains Tax (CGT) and personal tax advice, with an opportunity to specialise in corporate taxation. You will be responsible for, and assist with both compliance and advisory work, and have the opportunity, with full support, to develop your own portfolio of clients and management expertise. Working towards your qualification, and to the highest technical standards, you will support the Tax Manager to develop the department, helping to train and develop junior staff.

About David Allen

Established in 1997 and with a team of over 170 dedicated professionals working from our offices based in Carlisle, Dalston, Dumfries, Penrith and Workington. We provide our clients in Cumbria, South West Scotland and further afield, with a full business support package to ensure they can develop and succeed. Our services include specialisms in Accountancy, Tax, Financial Services, Agriculture, IT solutions, Debt Recovery, Payroll, Wills and Probate.

From the very beginning, David Allen have been committed to great client care – blending the traditional values of business with the enthusiastic hands on attitude of a modern team of professionals.

In return for dedication and hard work we offer the following company benefits

Working for #TeamDA also brings with it lots of perks, from flexible working to help you manage your other priorities, to free financial advice and a great salary and package, as well as lots of opportunities to grow, develop and progress.

Great vision without great people is irrelevant, and our people really are the best. The best at what they do and the best at how they do it. And the great thing is, they keep striving to be even better! Our people, their skills and ambitions are as important to us as are our clients. We can’t deliver a great service without great people after all.