- Provide tailored personal tax advice to individuals, addressing both routine and complex tax matters.
- Assist clients with tax planning, including income tax, capital gains tax, inheritance tax, and other personal taxes.
- Prepare and submit personal tax returns in line with HMRC deadlines.
- Maintain strong client relationships, ensuring high levels of client satisfaction and trust.
- Preparation of forms P11d and calculation of benefits in kind.
- Stay updated on changes in tax legislation and policy, ensuring clients remain compliant with the latest regulations.
- ATT or CTA qualified, or qualified by experience.
- At least 2-3 years' experience working within personal tax advisory or a similar tax role.
- Strong technical knowledge of UK personal taxation, including income tax, capital gains tax, inheritance tax, and trusts.
- Excellent communication skills, with the ability to explain complex tax matters in a clear and concise manner.
- High level of attention to detail and a proactive approach to problem-solving.
- Ability to manage multiple clients and meet deadlines under pressure.
- A client-focused approach with the ability to build and maintain long-term relationships.