Tax Senior

Si Recruitment; Sunderland; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading recruitment agency in the UK is seeking a Tax Consultant to manage personal tax matters, including compliance and advisory projects. The ideal candidate will have experience in managing their own client portfolio and be ATT qualified or equivalent. Responsibilities include preparing tax returns and communicating tax obligations to clients. The role offers a competitive salary and flexible working hours, making it an excellent opportunity for driven professionals looking to develop their careers in personal tax.

Benefits

Competitive salary

21 days’ holiday plus 4 Christmas days

Pension scheme

Flexible working hours

Learning and development opportunities

Study support

Qualifications

• Experience managing a portfolio of clients in accountancy.
• Strong knowledge of Self-Assessment Tax Return process.
• Ability to communicate technical tax information effectively.

Responsibilities

• Manage a portfolio of clients and prepare tax returns.
• Communicate tax obligations and opportunities to clients.
• Assist with ad-hoc advisory projects.

Skills

Client portfolio management

Self-Assessment Tax Returns

Tax planning

Communication skills

Proactivity

Education

ATT qualification or qualified by experience

Job description

Working with our Tax Manager, 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 ATT qualified or qualified by experience.
• 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.

What we offer

• A competitive salary
• 21 days’ statutory holiday plus 4 days’ holiday at Christmas (pro rata)
• Auto enrolment contributory pension scheme
• Flexible working hours
• Extensive learning and development opportunities
• Study support would be considered for the right candidate

INDACT