Personal Tax Senior
£28,000 - £32,000
Tax Specialists Clark Wood are delighted to be working with one of Stockport's Strongest tax departments who due to internal growth are seeking to add to their personal tax team with a personal tax senior.
The role will involve managing a portfolio of personal tax clients including HNWIs, company directors and sole traders for whom you will be responsible for ensuring that all compliance work is completed accurately and efficiently through the preparation and review of personal tax computations and returns.
Working with the Tax Manager you will be responsible for delivering a consistently high quality service to a large portfolio of personal tax clients containing a mix of individuals, partnerships and trusts.
You will also act as a key point of contact within the team for junior members of staff and assist and support them in completing their work and developing the skills and expertise.
The role will further enhance the reputation of the firm and assist the Partners in growing and
developing the practice.
Manage a portfolio including the personal tax compliance work;
Prepare clients tax returns, correspondence and reports, to filing deadlines and client deadlines;
Assist the Tax Manager and Tax Partner with ad-hoc technical work as required;
Attend to queries from both the client and HMRC in a timely manner;
Identify client problems and propose appropriate solutions;
Calculate tax liabilities and ensure that tax payments are correct and made on time;
Provide general tax planning advise to clients, where appropriate and within your areas of knowledge and expertise;
Participate in the firm's internal review system;
Deal with ongoing compliance matters for your portfolio of clients;
Responsible for the billing of your portfolio ensuring you meet agreed fee and WIP targets;
Build excellent relationships with your colleagues, clients and HMRC;
Support the Tax Manager and Partner to improve the efficiency of the department and its processes;
Train and mentor junior members of the team;
Other ad-hoc work as required by the Tax Manager or any Partner of the firm.
ATT Qualified / CTA Qualified / Part Qualified
Strong Personal Tax experience within a practice environment beneficial