Tax Senior

Si Recruitment; Stockton-on-Tees; On-site; GBP 35,000 - 50,000; Full time

Job summary

A Chartered Accountancy practice in Stockton-on-Tees is seeking a Tax Senior to manage client portfolios with a focus on personal tax matters. The role involves preparing tax returns, advising clients on tax liabilities, and identifying planning opportunities. Ideal candidates will have strong technical knowledge and experience in a similar role.

Qualifications

• Experience managing a client portfolio in accountancy practice.
• Strong knowledge of Self-Assessment Tax Return processes.
• Proactive and driven, ensuring excellent service levels.

Responsibilities

• Manage a portfolio of clients including sole traders and landlords.
• Prepare and submit Self-Assessment Tax Returns.
• Identify and communicate tax planning opportunities.

Skills

Tax planning

Technical personal tax knowledge

Client communication

Education

CTA qualified

Job description

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We are currently working with a Chartered Accountancy practice in Stockton-on-Tees who are looking to add a Tax Senior to their team, the role offers the opportunity to experience a wide range of personal tax matters including compliance, advisory and planning work.

Key responsibilities:

Management of a portfolio of clients consisting of sole traders, landlords, directors and non-resident individuals.

Preparation and submission of Self-Assessment Tax Returns and 60-day Capital Gains Tax returns where applicable.

Communicating tax liabilities to clients and providing the necessary information to enable them to pay their liabilities in line with relevant deadlines.

Identifying tax planning opportunities within your portfolio, and communicating these to the company’s directors.

Assisting the Tax Manager with ad-hoc advisory projects.

The ideal candidate will:

Have experience of managing their own portfolio of clients within a busy accountancy practice environment.

Have experience of all aspects of the Self-Assessment Tax Return process.

Be CTA qualified in a mixed tax role, however open to qualifications

Have strong technical personal tax knowledge and the ability to research and communicate technical information to both colleagues and clients.

Have the ability to liaise with clients, resolving their queries in a timely manner.

Be driven and proactive, ensuring that our commitment to providing excellent service levels to our clients is met.