Tax Senior

THE GRADUATE PROJECT LIMITED; Loughton; On-site; GBP 45,000 - 55,000; Full time

Job summary

A group of chartered accountants is seeking a qualified Tax Senior to join their team in Loughton. The successful candidate will manage a portfolio of clients, preparing personal tax returns and providing guidance to junior staff. They will ideally possess 3-5 years' corporation tax experience and relevant qualifications. This role involves client liaison and assisting partners with tax consulting, focusing on high-net-worth individuals. Full study support for further tax qualifications is available.

Qualifications

• 3-5 years of experience in corporation tax within an accountancy practice.
• Qualified by experience or relevant taxation qualifications.
• Experience in managing a client portfolio is preferred.

Responsibilities

• Manage a portfolio of clients as the main point of contact.
• Prepare and review personal tax returns.
• Guide and support junior staff in completing tax returns.
• Identify tax planning opportunities for individuals and trusts.
• Assist partners with tax consulting for high-net-worth individuals.
• Liaise with clients and government departments via phone and email.

Skills

Corporation tax experience

Interpersonal skills

Client portfolio management

Personal tax issues

Time management

Education

Qualified CTA or equivalent

CA/ACA/ACCA and/or ATT qualifications

Job description

Our Client, a group of chartered accountants are seeking a Tax Senior to join their team in London. Y ou will assist the group in the review and preparation of company, business and personal returns together with accompanying accounts and all necessary reporting documents.

The successful candidate will be a qualified CTA or qualified by experience, they will also have experience in both corporate and personal tax is essential.

Key Responsibilities

• Manage a portfolio of clients, acting as the main point of contact
• Prepare personal tax returns
• Review junior staff's completion of personal self‑assessment tax returns
• Provide guidance, training and support to junior staff Identifying tax planning opportunities for individuals and trusts
• Assist the partners with tax consulting work relevant to HNWI when required
• Client, Government department and third party liaison by post, phone and e‑mail in accordance with the client’s standards.

Key Skills and attributes

• Ideally 3-5 years' corporation tax experience within an accountancy practice
• CA/ACA /ACCA and/or ATT qualified. Full study support will be provided towards further relevant Tax qualifications
• Previous experience of managing a client portfolio would be preferred but not essential
• An excellent grounding in dealing with both Personal Tax issues in a practice environment.
• Ability to work efficiently and meet deadlines
• Strong interpersonal skills in dealing, speaking and meeting clients