30.03.2022

Personal Tax Senior

Upto £30,000pa plus benefits & study support 37.5 hours/office based BGC-2019-PT Permanent

A superb opportunity for a Personal Tax Assistant ready for promotion to Personal Tax Senior or an existing Tax Senior searching for a fresh challenge in an Independent accountancy firm based near Jesmond, Newcastle.

We are delighted to be partnering with this accountancy firm as they look to appoint a Personal Tax Senior to work on a wide range of tax matters including compliance and the delivery of advisory services to clients.

Your day to day responsibilities:

  • Looking after a portfolio of clients including sole traders, directors and partnerships
  • This will involve gathering information from your clients and preparing their Self Assessment Tax returns for Manager review
  • Providing advice to clients both at meetings and on the telephone, resolving their queries
  • Your technical knowledge will be called upon whilst you work with such a variety of clients and will incorporate Capital Gains Tax, Inheritance Tax and issues from Landlords and Non-Residents
  • Support to the apprentices within the department as they look to develop their technical knowledge

Experience we are looking for:

  • Minimum 1-2 years preparing personal tax returns in an accounting practice environment
  • Strong communication skills both written and verbal and a desire to build relationships with clients
  • Ideally you will have had some experience with client meetings
  • Preferably ATT qualified, although support can be given.
  • CTA desirable but not essential, study support provided if required.
  • Good team skills, able to work collaboratively as well as Independently
  • To possess a customer service focused mindset

The firm are ambitiously growing and with that would expect future progressive opportunities to arise for those keen to keep climbing the career ladder.

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