Personal Tax Senior

Personal Tax Senior - Near Leamington Spa

Our client is seeking a Personal Tax Senior to join their firm. As a Personal Tax Senior, you will be responsible for managing the personal tax affairs of a portfolio of clients. This role involves preparing self-assessment tax returns, and on-going support to ensure the efficient operation of the tax department.

The ideal candidate will have a strong interest in taxation, excellent organisational skills, and a commitment to providing exceptional client service.

Your main day to day responsibilities will include:

Tax Return Preparation:

• Prepare and file self-assessment tax returns for a diverse portfolio of clients, including HNW individuals & OMBs, ensuring accuracy and compliance with current tax laws and regulations.
• Assist in gathering financial information and documentation required for tax return preparation.
• Review and verify client information to identify potential tax reliefs etc.

Client Communication:

• Communicate with clients to request necessary information and respond to inquiries regarding their tax returns.
• Provide clients with updates on the status of their tax returns and address any concerns or questions they may have

Relevant Qualifications and experience you will hold:

• • Relevant experience in tax preparation or a similar role is preferred.
  • Strong knowledge of personal income tax regulations and tax filing procedures.
  • Proficiency in tax software and Microsoft Office Suite (Excel, Word, Outlook).
  • Excellent analytical and problem-solving skills.
  • Strong attention to detail and organisational abilities.
  • Effective communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Commitment to maintaining client confidentiality and adhering to ethical standards

Whats on offer:

• £35,000 - £40,000 per annum
• Part time 4 days a week
• Generous holiday allowance
• Flexible working
• Professional development
• Social events
• Inclusive company values