Personal Tax Senior Associate

Our Client is an independent Chartered Accountants and Advisers who support individuals, SMEs and family-owned businesses through their business and personal lives. They seek an experienced Tax Senior Associate to join their independent practice based in Hinckley. This role will manage a varied personal tax compliance portfolio, support clients through the
self-assessment cycle, and assist Tax Directors with compliance linked to advisory and planning projects.
Key responsibilities include:
• Managing the practice self-assessment process, including information requests and follow-up, tax return preparation and HMRC submission, and client liability and payment-on-account notifications.
• Managing a personal tax portfolio covering individual, partnership, trust and estate self-assessment returns.
• Preparing 60-day Capital Gains Tax returns and related client correspondence.
• Managing the P11D process, including preparation, benefit and expense information, and timely HMRC submission.
• Supporting Tax Directors with compliance linked to planning and advisory work, including Trust Registration Service submissions, holdover relief elections and inheritance tax returns.
• Building and maintaining strong client relationships, acting as a reliable point of contact for day-to-day tax compliance matters.
• Working closely with Tax Directors, Payroll Senior Associate and wider colleagues to coordinate workflow, share client knowledge, meeting deadlines and deliver joined-up client service.
• Helping maintain and improve processes so deadlines, client communications and HMRC submissions are managed efficiently and consistently. The ideal candidate will be ATT qualified and will have strong self-assessment and personal tax compliance experience. This role is based in the office; our client will consider flexible working and 5 days hours across 4 or a part-time 4 day week role. Friendly small firm with a great client base.
Unfortunately our client is unable to offer visa sponsorship.