Tax Senior

Sumer Group; Stoke-on-Trent; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a Tax Senior to manage a diverse portfolio of personal tax clients. This role offers the chance to develop your leadership skills while providing expert tax advice and support. With a people-first culture, the company emphasizes continuous learning and professional growth, ensuring you receive tailored training. You'll engage with clients and colleagues, tackling complex tax issues and contributing to a collaborative environment. If you're proactive, detail-oriented, and passionate about tax, this is an exciting opportunity to enhance your career in a supportive setting.

Benefits

Fully funded study support package

Professional development opportunities

Qualifications

• Proven experience in accountancy practice managing client relationships.
• Strong technical expertise in personal tax and capital allowances.

Responsibilities

• Manage a varied portfolio of personal tax clients efficiently.
• Prepare self-assessment and personal tax returns accurately.

Skills

Personal Tax Management

Client Relationship Management

Attention to Detail

Tax Advisory Knowledge

Analytical Skills

Proactive Problem Solving

Education

Relevant Tax Qualification

Job description

DPC Accountants, based in Stoke-on-Trent, provide expert business and tax advice, combining over 80 years of industry experience with modern technology to deliver tailored solutions. They work with a range of clients, from start-ups to established businesses, offering services like accounting, audit, tax planning, and compliance. Their focus on building strong relationships ensures they understand clients' financial goals and help them achieve success. Known for their innovative approach and high standards, DPC is a trusted partner in navigating financial landscapes.

The Role

As Tax Senior, you will be responsible for managing a varied portfolio of personal tax clients, from sole traders and property investors to simple directors of owner-managed businesses, with the opportunity to work with larger, more complex clients.

Our people-first culture emphasises professional development and continuous learning. You will receive personalised training to enhance your leadership and tax skills, enabling you to become a trusted business adviser.

A fully funded study support package is available.

Key Responsibilities include:

• Processing self-assessment and personal tax returns efficiently and accurately.
• Preparing and completing P11D forms.
• Communicating with colleagues from other departments, clients, and HMRC by telephone, email, and in writing where required.
• Ad-hoc assistance with tax queries and projects.

Skills and Experience:

• Proven experience within an accountancy practice, with the ability to manage client relationships independently.
• Strong technical expertise in personal tax and capital allowances for sole traders and partnerships.
• Sound tax advisory knowledge. Owner-managed businesses and families covering IHT, CGT, Income Tax and Company Tax issues is desirable but not essential.
• Experience of corporate restructuring is desirable but not essential.
• Excellent attention to detail and ability to manage multiple deadlines.

You may be the sort of person who is:

• Personable: able to develop trusted, long-term relationships with clients and colleagues.
• Collaborative: enjoys working within a team and contributing to a positive workplace culture.
• Proactive: takes initiative, anticipates issues, and proposes innovative solutions.
• Analytical: able to interpret complex financial data and offer clear, insightful advice to clients.
• Detail-Oriented: ensures accuracy and precision in all aspects of your work.
• Adaptable: comfortable working with diverse clients and willing to expand your skillset.