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Personal Tax Senior

Insite Public Practice Recruitment Limited
Posted 19 hours ago, valid for a month
Location

High Wycombe, Buckinghamshire HP12 4HS, England

Contract type

Full Time

Retirement Plan
Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Personal Tax Senior position at a Top 20 Firm in the Buckinghamshire Area offers a salary of up to £45,000.
  • The successful candidate will manage a portfolio of high-net-worth private clients, including trusts and partnerships.
  • Candidates should have a background in tax compliance and experience in running day-to-day compliance affairs for clients.
  • The role requires excellent organizational skills, the ability to problem-solve, and confident communication with clients and internal departments.
  • Applicants should ideally have at least 3 years of experience and be educated to 'A' level standard, with a CTA qualification preferred.

Personal Tax SeniorTop 20 Firm, Buckinghamshire AreaUp to £45,000!!!

A successful candidate will be responsible for a portfolio of high-net-worth private clients, including trusts, partnerships and non-UK domiciliaries. The role will include the preparation of tax returns for those clients, preparation of business tax and CGT computations, preparing responses to client queries and dealing with HM Revenue & Customs in connection with the clients' affairs.

The role provides an excellent range of work for someone with a background in tax compliance wishing to broaden their experience with a dedicated "private client" firm with a diverse client base.

You - Key Characteristics and Skills required:

  • Self-motivated, committed, and flexible team player, with a positive and enthusiastic attitude and the ability to work with stretching targets and deadlines.
  • Experience in running the day-to-day compliance affairs of a portfolio of clients reporting to a portfolio manager
  • Experience of supporting the delivery of ad hoc advisory work connected to the client
  • The ability to use their own initiative and to problem solve
  • Excellent organisational and interpersonal skills and provide accurate work in a timely and cost-effective manner.
  • Confident communicator to liaise with the client, intermediaries and other internal departments to gather the clients tax return information to complete their annual return
  • Excellent IT skills
  • Candidates must be educated to at least 'A' level standard and ideally graduate level. He/she should have obtained the CTA qualification.

The Team:

The Tax Services Group (TSG) consists of over 60 employees spread over four UK offices (Bristol, Bournemouth, High Wycombe, and Peterborough). The team delivers exceptional quality compliance and advisory services to a wide range of high net worth private clients, these include those with UK and offshore interests, property owners, business owners, partnerships and trusts.

Reward and Benefits:

  • A 35-hour working week with a hybrid working policy with the flexibility to work from home for up to three days per week (core hours are 10-4)
  • Excellent benefits including contributory pension scheme, 25 days annual leave, Life Assurance cover and great flexible benefits and family friendly policies,
  • Eligibility for the firm's Profit-Sharing Plan. Paid in December.
  • Paid overtime or time off in lieu.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.