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This firm are part of a comprehensive group of professional services, formed with a singular mission to provide an unparalleled breadth of financial and professional advice. This firm offers tailored accounting, tax, and financial planning services to clients across North Yorkshire. Known for their dedicated expertise, they serve both individuals and businesses, focusing on tax efficiency, compliance, and personalised financial growth strategies. The firm's commitment to understanding each client's unique needs has established them as a trusted financial advisor within their community.
Ideally, this role would be mixed between corporate and personal, where you will play a pivotal part and take ownership on a portfolio of clients from two of the Partners, and have the freedom to run with that, with ongoing support and mentorship from the Partners.
Some of the work you can expect to undertake will be:
- Personal tax compliance including preparing and reviewing tax returns for director/shareholders, landlords, sole traders, partnerships and trusts.
- Manage and deliver a portfolio of corporate tax clients, ensuring compliance and support the Partners with advising on complex tax issues.
- Managing the P11D process.
- Preparation and submission of 60-Day CGT
- Preparation of disclosures.
- Tax advisory work including remuneration planning, capital allowances, CGT, company reorganisations and gifts of shares, sales of businesses for sole traders and partnerships, IHT.
- Liaising with HMRC on various matters and assisting with a wide range of internal and client queries.
- Support the onboarding process, management of WIP for clients, drafting fee proposals for Partners' review.
Don't worry if you don't have experience in every area, as this firm is keen to hear from tax professionals at Senior/Assistant Manager level who are keen to learn and develop their career in other areas of tax.
Salary is negotiable depending on experience, c. 35,000 - 48,000+
