Personal Tax Senior
£30-40,000 | Full-time | Permanent
NEWcaSTLE | BGC1019
The Firm:
A specialist accountancy practice with a strong reputation for supporting professional clients is looking to add an experienced Personal Tax Senior to its growing tax team.
The firm has a strong focus on client relationships and provides a broad range of accountancy and tax services. The tax team works closely with clients across a variety of professional and business backgrounds, giving its people the opportunity to build strong technical knowledge alongside genuine client-facing experience.
This is a role for someone looking for their next challenge — whether that is an experienced Tax Senior wanting greater responsibility and broader exposure, or a strong Tax Assistant ready to take the next step in their career.
The Role:
Reporting to the Tax Manager, you will manage your own portfolio of clients and take responsibility for delivering a high-quality personal tax service. The role offers a good mix of compliance and advisory work, with the opportunity to develop your technical knowledge and become increasingly involved in client relationships.
Your responsibilities will include:
Managing a portfolio of personal tax clients.
Preparing and reviewing Self Assessment tax returns.
Dealing with client queries and providing practical tax guidance.
Liaising with HM Revenue & Customs on behalf of clients.
Preparing supporting income and expenditure accounts where required.
Working with partnerships and sole traders.
Supporting clients with tax planning opportunities.
Attending client meetings and developing your confidence in a client-facing role.
Supporting and mentoring more junior members of the team.
Keeping up to date with changes in tax legislation.
Working closely with the Tax Manager and wider team on more complex matters.
There is also the opportunity to develop specialist knowledge in areas such as pension-related tax issues, with full support and training available. The firm is keen to support someone who wants to broaden their experience beyond compliance and develop into a well-rounded tax adviser.
Experience Required:
We are looking for someone with a solid grounding in personal tax who is ready for their next challenge.
You will ideally have:
Good technical knowledge of personal tax.
Experience managing, or assisting with the management of, a portfolio of clients.
Strong experience preparing personal tax returns.
Good communication skills and confidence dealing directly with clients.
Experience dealing with HM Revenue & Customs.
Exposure to partnerships and sole traders would be advantageous.
Experience preparing income and expenditure accounts would be beneficial.
A proactive approach and willingness to continue developing technically.
This could suit an experienced Tax Senior looking for broader client exposure and advisory experience, or a strong Tax Assistant who has built a good technical foundation and is ready to step up.
Benefits:
A competitive salary alongside full study support towards your ATT / CTA exams including full study package. Other benefits such as pension, hybrid working, 25 days holiday and life assurance are as standard. Free parking also available.
If you can’t quite see what you are looking for, please get in touch so we can understand more about the best way to help you.