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Overview
Our client, a leading national accountancy Practice is looking to recruit an an experienced and driven Personal Tax professional into its Barnsley office to provide expert advisory and compliance services to a portfolio of clients whilst building lasting relationships and delivering high-quality solutions to meet their tax needs.
Duties
- Managing a portfolio of clients, providing tax services that meet and exceed their expectations.
- Preparing tax returns in line with standard procedures, ensuring accuracy and compliance.
- Advising SME limited companies, larger partnerships, and high-net-worth individuals (HNWIs) on detailed and complex tax issues, including CGT, IHT, personal, and business tax planning.
- Building strong client relationships to deliver innovative and forward-thinking solutions.
- Acting as a line manager for junior team members, mentoring them and reviewing their work.
- Ensuring all deliverables are completed within agreed timeframes and budgets.
- Keeping up to date with changes in tax legislation to ensure clients receive the best possible advice.
Requirements
- ATT qualified (CTA qualification preferred).
- Extensive experience managing a portfolio of tax clients.
- Strong knowledge of tax planning for SMEs and high-net-worth individuals.
- Excellent interpersonal and communication skills with a client-centric approach.
- Proven ability to manage and mentor team members.
- A proactive and commercially minded outlook.
- Competent in using relevant tax software and tools.
On Offer
- Hybrid working
- Company Pension Scheme
- 25 days of annual leave + bank holidays
- Additional annual leave days from certain levels of seniority
- Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum
- Business closure over Christmas*
- Life Assurance x4 annual salary
- Enhanced family leave policies
- Enhanced Company Sick Pay
- Employee Assistance Programme - 24/7 support, free and confidential
- Corporate Discounts Platform
- Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as: Critical Illness Cover, Cash plan, Cycle to work, Eye care, Dental *subject to exceptions and business needs
