Tax Senior

Clark Wood; Hinckley; On-site; GBP 52,000 - 70,000; Full time

Benefits offered by this job

Hybrid & flexible working around core

Matched pension contributions up to 5%

Company-funded health cash plan

Group life assurance

Discretionary bonus scheme

Modern offices with free parking

Referral bonus

Job summary

Clark Wood, working with a highly regarded independent firm of chartered accountants and tax advisers in Hinckley, is seeking a Personal Tax Senior to join their growing team.

You will manage a portfolio of personal tax clients, prepare Self-Assessment returns and handle partnerships, trusts and CGT matters, while liaising with HMRC and clients on advisory projects. The role offers hybrid working, a discretionary bonus, and solid benefits.

Qualifications

• ATT / CTA qualified; training/QBE candidates considered DOE
• ~5+ years' personal tax experience in practice
• Strong UK personal tax compliance knowledge
• Experience managing a client portfolio independently
• Experience with partnership, trust, estate and CGT compliance
• Excellent communication and client relationship skills
• Strong organisational skills and ability to meet deadlines

Responsibilities

• Manage a portfolio of personal tax clients
• Prepare and submit Self-Assessment tax returns
• Prepare partnership, trust and estate tax returns
• Prepare 60-day Capital Gains Tax returns
• Manage the P11D process and HMRC submissions
• Assist with Trust Registration Service submissions and inheritance tax returns
• Support HMRC enquiries and advisory-related compliance work
• Liaise with clients and HMRC
• Support Tax Directors with ad hoc planning and advisory projects
• Assist with development of junior team members

Skills

Personal tax knowledge

Client management

Organisational skills

Education

ATT / CTA qualification

Job description

Personal Tax Senior |Hinckley | £DOE

Accountancy Practice recruitment specialists Clark Wood are working with a highly regarded independent firm of chartered accountants and tax advisers in Hinckley who are looking to recruit a Personal Tax Senior to join their growing team.

The Role

• Managing a portfolio of personal tax clients
• Preparing and submitting Self-Assessment tax returns
• Preparing partnership, trust and estate tax returns
• Preparing 60-day Capital Gains Tax returns
• Managing the P11D process and HMRC submissions
• Assisting with Trust Registration Service submissions and inheritance tax returns
• Supporting HMRC enquiries and advisory-related compliance work
• Liaising directly with clients and HMRC
• Supporting Tax Directors with ad hoc tax planning and advisory projects
• Assisting with the development of junior team members

About You

• ATT / CTA Qualified (Training and QBE candidates also considered DOE)
• c.5+ years' personal tax experience within an accountancy practice
• Strong UK personal tax compliance knowledge
• Experience managing a portfolio of clients independently
• Experience with partnership, trust, estate and CGT compliance
• Excellent communication and client relationship skills
• Strong organisational skills and ability to manage multiple deadlines

Benefits

• Hybrid & flexible working around core hours
• Matched pension contributions of up to 5%
• Company-funded health cash plan
• Group life assurance
• Discretionary bonus scheme
• Modern offices with free parking

We also offer a £500 referral bonus for any successful introductions.

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