Personal Tax Senior

We are looking for a Tax Senior who will work on a variety of personal tax assignments (compliance, advisory and planning). Duties will be ensuring our clients’ tax affairs are kept timely, up to date, and compliant. The role will consist of

 Working on a portfolio of personal tax clients and preparing returns.

 Supporting managers and partners with advisory projects and tax planning.

 Maintaining strong client relationships.

The Tax Team: You will be a senior member of our Tax department in Sevenoaks, working on a variable pool of tax returns. You will be reporting up to Tax Managers and often directly to Partners. Our tax department is currently made up of 5 staff. Key Responsibilities:

 Preparing and reviewing personal tax returns and Making Tax Digital (MTD) returns with minimal supervision

 Preparing, reviewing, and submitting P11D, including benefits-in-kind calculations and employer Class 1A NICs, and advising clients on compliance and deadlines

 Handling a portfolio of clients and acting as a day-to-day point of contact

 Producing accurate tax computations (income tax, capital gains)

 Reviewing work prepared by junior members of staff and providing guidance and on-the-job support

 Identifying tax planning opportunities and escalating to partners where appropriate

 Liaising directly with clients to resolve queries and obtain information

 Preparing and responding to HMRC correspondence, enquiries, and disclosures

 Ensuring compliance with UK tax legislation, HMRC deadlines, and internal procedures

 Dealing with advisory assignments and more complex tax matters (inheritance tax, capital gains and non-residents)

 Monitoring workflow and managing deadlines across own client portfolio

 Keeping up to date with changes in tax legislation and best practice

 Using tax compliance software and maintaining accurate client records

 Eagerness to learn and apply the knowledge

The Candidate:  Minimum of three years’ experience in personal tax

 ATT/CTA qualification would be highly desirable

 Excellent communication skills (both written and oral)

 Strong analytical and mathematical skills

 Reliability, productivity, and attention to detail

 Knowledge of MS Office particularly Excel

The Employment Benefits:

 Competitive salary

 23 days holiday plus bank holidays

 Hybrid working policy – at least 3 days in the office a week, with a core hours system in place

 Paid time off between Christmas and New Year

 Parking

 Employee Assistance programme

 Client referral scheme