Tax Senior

Stephenson Smart; King's Lynn; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Generous holiday entitlement

Professional development support

Friendly environment

Career progression

Team socials

Employee benefits and EAP

Enhanced Sick Pay

Free Parking

Pension Scheme

Funded Professional Memberships

Job summary

Stephenson Smart is seeking an experienced Tax Senior to join our growing practice. This role offers the chance to work with a diverse client base and to develop your career within a supportive, forward-thinking firm.

You will focus on inheritance tax planning, estate administration and probate work, collaborating with our Probate Partner and Tax Manager to deliver trusted advice across personal and business tax matters for individuals, executors and owners.

Qualifications

• ATT, CTA, ACA or ACCA qualification (or qualified by experience).
• Strong knowledge of personal tax, trust tax and Inheritance Tax.
• Experience in probate, estate administration or trust work is advantageous.
• Excellent communication and relationship-building skills.
• Ability to manage deadlines and prioritise workload effectively.

Responsibilities

• Managing a portfolio of personal and business tax clients.
• Preparing and reviewing personal tax returns and computations.
• Providing tax planning advice for individuals and owner-managed businesses.
• Advising on Capital Gains Tax, Inheritance Tax and Income Tax planning.
• Assisting with estate administration and probate tax work.
• Reviewing work of junior team members and providing guidance.
• Maintaining relationships with clients and professional contacts.
• Identifying opportunities to add value and cross-sell services.

Skills

ATT/CTA/ACCA qualified

Personal tax knowledge

Inheritance Tax knowledge

Client relationship skills

Mentoring junior staff

Education

ATT/CTA/ACA/ACCA qualification

Job description

We are seeking an experienced Tax Senior to join our growing practice. This is an excellent opportunity for a motivated tax professional looking to work with a diverse client base while developing their career within a supportive and forward-thinking firm.

We are particularly interested in candidates with experience in Inheritance Tax planning, estate administration and probate work. You’ll be part of a close-knit team, working alongside our Probate Partner and Tax Manager to help individuals, families, executors and business owners navigate everything from Inheritance Tax planning to estate administration and probate matters, while providing trusted advice across a broad range of personal and business tax issues.

If you are an ambitious Tax professional ready for the next step or seeking a new challenge on a part or full-time basis, we’d love to hear from you. All office locations considered.

Key Responsibilities

• Managing a portfolio of personal and business tax clients.
• Preparing and reviewing personal tax returns and associated computations.
• Providing tax planning advice for individuals, owner-managed businesses, partnerships and companies.
• Advising clients on Capital Gains Tax, Inheritance Tax and Income Tax planning.
• Assisting clients and their families with estate and succession planning.
• Supporting the administration of estates, including probate-related tax work, taxation of periods of administration and liaising with HMCTS.
• Preparing Inheritance Tax accounts and liaising with HMRC on estate matters
• Reviewing work completed by junior team members and providing guidance where required
• Assisting with tax enquiries and HMRC correspondence
• Maintaining and developing strong relationships with clients, executors, solicitors and professional contacts
• Identifying opportunities to add value and provide additional services to clients
• Supporting the continued growth and development of the tax area.

About You

We are keen to hear from candidates who have:

• Previous experience working within a tax role in practice.
• ATT, CTA, ACA or ACCA qualification (or are qualified by experience).
• Strong technical tax knowledge, including personal tax, trust tax and Inheritance Tax.
• Experience of probate, estate administration or trust work would be advantageous.
• Excellent communication and relationship-building skills.
• The ability to manage deadlines and prioritise workload effectively.
• A proactive and client-focused approach.
• Experience reviewing work and mentoring junior staff would be advantageous.

What We Offer

• Competitive salary and benefits package
• Generous holiday entitlement
• Ongoing professional development and support for further qualifications
• Friendly and collaborative working environment
• Opportunities for career progression and increased responsibility
• Regular team social events and staff wellbeing initiatives
• Employee benefits and EAP
• Enhanced Sick Pay
• Free Parking
• Pension Scheme
• Funded Professional Memberships