Personal Tax Specialist - UK

Job Description

• Managing a portfolio of clients
• Preparing Partnership Tax Returns for a varied portfolio of businesses
• Processing Tax Return information and preparing Self-Assessment Tax Returns for a varied portfolio of clients including trusts.
• Dealing with loss relief claims, pension charges and capital gains tax reliefs
• Completion of CGT 60 day returns for residential property disposals
• Liaising with clients and HM Revenue & Customs in relation to basic tax and national insurance queries
• Checking statements of account, repayments, payments and dealing with clients queries regarding these
• Assisting the tax teams with general tax administration tasks and delegation to administrative support teams
• Provide general support to the wider tax team with their day-to-day tasks, as required, including identifying and drafting tax advisory assignments such as Capital Gains Tax planning, Inheritance Tax and Succession planning etc.
• At Tax Senior level, reviewing simple tax returns prepared by tax assistants.
• Plan, schedule and delegate work to Tax Assistants including developing staff and providing feedback.
• Provide support to Tax Manager/Senior Tax Manager, who in turn are managing the team, by liaising with clients, colleagues and HMRC.
  
  

Requirements

• The candidate will ideally be ACCA/CA qualified or near to completion (or experience equivalent)
• Minimum 2 years’ experience required of providing accounting services to UK clients.
• A leader of your work and your professional learning
• Excellent communication skills with the ability to positively impact and influence others
• Relevant experience in this or a similar role is preferred
• Positive 'can-do' attitude
• A willingness to develop their tax knowledge.
• A good level of numerical, written English, communication and team working skills.
  
  

Job Type: Full-time

Work Location: In person