Tax Senior

TN United Kingdom; Reading; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player in accountancy is seeking a talented Tax Senior to join their dynamic team in Reading. This role offers the opportunity to manage a diverse portfolio of self-assessment tax clients, providing essential advisory services and preparing various tax forms. The successful candidate will work closely with the Senior Tax Manager, ensuring high-quality service delivery while mentoring junior staff. If you are detail-oriented and thrive in a fast-paced environment, this position is perfect for you.

Qualifications

• Experience in managing self-assessment tax clients and preparing tax returns.
• Strong knowledge of Capital Gains Tax, Inheritance Tax, and Estate planning.

Responsibilities

• Manage a portfolio of self-assessment tax clients and prepare annual tax returns.
• Offer advisory services for Capital Gains Tax and Inheritance Tax.

Skills

Tax Advisory

Client Management

Interpersonal Skills

Attention to Detail

Education

Experience in Accountancy Practice

Tools

Tax Software

Job description

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Tax Senior

Permanent, Full-time
Reading

A reputable firm of Chartered Accountants, located in a central town area, is looking for an experienced private client tax senior to join their team. The successful candidate will report directly to the Senior Tax Manager.

Responsibilities:

1. Managing a portfolio of self-assessment tax clients, including individuals, partnerships, and trusts. Tasks include preparing annual tax returns, managing budgets, billing, and providing tax advice as needed.
2. Offering advisory services for Capital Gains Tax, Inheritance Tax, and Estate planning.
3. Preparing various tax forms, such as P11ds, PSA, ATEDs, and relevant documents for clients.
4. Communicating effectively with colleagues, clients, and HMRC via phone, email, and written correspondence.
5. Supervising and mentoring junior tax staff.
6. Meeting with prospective clients and assisting with their onboarding process.
7. Supporting departmental management with scheduling and workflow tasks.

Requirements:

• Previous experience in accountancy practice.
• Strong knowledge of and proficiency with tax software.
• Ability to work independently and manage tasks without direct supervision.
• Excellent interpersonal skills.
• Attention to detail and the ability to meet deadlines in a dynamic office environment.