Tax Semi- Senior

We provide the full range of professional services typically

provided by an established and progressive accountancy firm, including audit and accounts, management

consultancy, payroll and taxation.

We aim to be the ‘go to’ firm for small and medium sized enterprises providing a truly excellent

professional service that is tailored to meet clients’ needs and requirements. Our clients range from all

fields of business, industry, the professions and arts, including large corporates operating nationally and

internationally, privately owned businesses of every size, partnerships, sole traders and self-employed

individuals and non-resident landlords.

Role Summary

We have an opportunity to join our firm as a Semi Senior, to work within our busy Tax Department, which

provides advice on the full spectrum of personal tax compliance issues.

The successful candidate will work with our Tax Manager and wider Tax Department to provide a full

personal tax service to a wide range of clients including company directors, self-employed individuals, high

net worth and non-domiciled individuals.

The main duties for this position will involve managing a portfolio of clients, dealing with the preparation of

personal tax returns and tax accounting for our tax compliance service, corresponding with clients and HM

Revenue & Customs.

The ideal candidate will have prior experience in personal tax and will be self-motivated, computer literate

and will have good written and verbal communications skills.

Key tasks and responsibilities:

• Provision of a self-assessment compliance service to include all aspects of personal tax compliance,

including partnerships and sole traders and non-residential landlords.

• Employee benefits compliance including preparation of Forms P11D and PSA

• Preparing personal tax, capital gains tax returns and ATED returns, ensuring accuracy and completeness

of information

• Effectively manage own portfolio of 150 to 200 clients, ensuring all deadlines are met

• Liaise effectively and professionally with clients and officers of HMRC on tax compliance issues and

enquiries, ensuring that deadlines are met

• Record time spent on each client’s affairs using the relevant computer software to submit weekly

timesheets, ensuring that work is completed within budget and raising own bills when required

• Attend and participate in team meetings and attend training such as tax webinars/ seminars and CPD

updates as necessary

• Other ad hoc duties as may be required from time to time in order to assist the smooth running of the Tax

Department or to provide additional assistance to clients

Key Skills, Abilities and Personal Attributes

Essential:

• Strong previous experience in personal tax or part qualified to ATT standard

• Good understanding of tax legislation and the ability to apply that technical knowledge to client

circumstances

• Good working knowledge of most Personal Tax, Capital Gains Tax and ATED matters, including

experience of working for self-employed individuals and company directors

• Excellent communication skills, with a good command of written and spoken English

• Ability to communicate information clearly, concisely and accurately, both in person and when using the

telephone and email

• Ability to organise self, prioritise and complete tasks on time

• Ability to check for accuracy and give good attention to detail

• Highly motivated self-starter with the ability to complete assignments within time constraints and deadlines

• Ability to work effectively in a team environment both with one’s colleagues and with and for the firm’s

Managers and Partners

• Good IT skills, including experience of tax software programs, Word, Excel and other Windows based

systems

Desirable:

• Prior experience of rental accounts

• Prior experience of using CCH tax software packages