Tax Specialist

Si Recruitment; North East; Hybrid; GBP 32,000 - 45,000; Full time

Job summary

SI Recruitment Limited seeks an experienced Personal Tax Senior / Tax Assistant to join its Tax Department in Darlington. The role focuses on Personal Tax, managing a portfolio of clients, handling Self Assessments, CGT returns, and Let Property disclosures while developing technical knowledge and taking on more responsibility over time.

The ideal candidate has 2+ years in a tax environment, can work independently yet collaborate with the team, and is comfortable working in a busy practice.

Qualifications

• 2+ years experience in a tax environment, with a strong Personal Tax background.
• Ability to work independently and manage own workload while being a team player.
• Opportunities to support trainees and develop within the tax team.

Responsibilities

• Manage a varied portfolio of Personal Tax work including Self Assessments and Partnership Returns.
• Liaise with clients and HMRC regarding payments, repayments, and queries.
• Prepare 60-day CGT returns and Let Property disclosures as part of routine tasks.
• Support wider Tax team and contribute to Making Tax Digital returns for rentals and small self-employments.

Skills

Personal Tax

Self Assessment

Client Portfolio

HMRC Liaison

Tools

Sage Payroll

Job description

Personal Tax Senior / Tax Assistant

Location: Darlington

Hours: 37.5 hours per week

Contract: Permanent

Working Pattern: Office-based with up to 20% home working

Are you an experienced tax professional looking for your next opportunity within a friendly and established accountancy practice?

We're currently recruiting for a Personal Tax Senior / Tax Assistant to join our Tax Department. This is a varied role with a strong focus on Personal Tax, offering the opportunity to manage your own portfolio of clients while developing your technical knowledge and taking on additional responsibility over time.

The Role

• You'll be responsible for a varied portfolio of Personal Tax work, including:


• Preparing Self Assessment and Partnership Tax Returns.


• Managing your own portfolio of clients and dealing with queries throughout the year.


• Liaising with clients and HMRC regarding tax payments, repayments and general enquiries.


• Preparing 60-day Capital Gains Tax (CGT) returns.


• Preparing Let Property disclosures.


• Assisting with smaller HMRC tax enquiries.


• Analysing rental income and expenditure for Self Assessment Tax Returns.


• Preparing information for Making Tax Digital (MTD) returns, primarily for rental properties and smaller self-employments.


• Preparing P11Ds.


• Supporting the wider Tax team with other tax-related work as required.

About You

• We're looking for someone with at least two years' experience in a tax environment, ideally with a strong background in Personal Tax.


• You'll need to be confident working independently and managing your own workload, while also being a collaborative team player. Strong numerical skills, excellent attention to detail and good time-management skills are essential.


• As you develop within the role, there will also be opportunities to support and assist trainees within the team.


• Experience of Corporation Tax or Sage Payroll would be advantageous, but is not essential.