Tax Senior: Personal & CGT Advisory Leader

Moore Thompson; Spalding; On-site; GBP 40,000 - 56,000; Full time

Job summary

Moore Thompson, part of the Sumer Group, seeks a Tax Senior to handle a varied portfolio of personal tax clients, from sole traders to owner-managed businesses, with potential to work with larger, more complex clients. Based in the East of England, you’ll deliver Self-Assessment returns, CGT computations and advise on IHT, Income Tax and Company Tax issues.

Join a supportive, collaborative team with training and development and opportunities to progress within the firm.

Qualifications

• ATT qualification (or part-qualified) or qualified by experience.
• Proven experience within a similar role.
• Strong technical expertise in personal tax, partnership tax and Capital Gains Tax.
• Experience in coaching and training junior members of the team.
• Proficiency in CCH is preferred, but not essential as full training and support will be provided.
• Sound tax advisory knowledge in owner managed businesses covering IHT, CGT, Income Tax and Company Tax issues would be preferred but is not essential.

Responsibilities

• Preparing Self-Assessment personal tax returns efficiently and accurately
• Preparing P11D forms, advising on benefits in kind and preparing PAYE Settlement Agreements
• Preparing Capital Gains Tax computations and in year CGT on UK Property returns.
• 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

Personal tax expertise

Experience in similar role

Communication & collaboration

Client advisory

Education

ATT / part-qualified / qualified by experience

Tools

CCH software

Job description

Moore Thompson, part of the Sumer Group, seeks a Tax Senior to handle a varied portfolio of personal tax clients, from sole traders to owner-managed businesses, with potential to work with larger, more complex clients. Based in the East of England, you’ll deliver Self-Assessment returns, CGT computations and advise on IHT, Income Tax and Company Tax issues.

Join a supportive, collaborative team with training and development and opportunities to progress within the firm.