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Personal Tax Senior

IPS Group
Posted 9 hours ago, valid for 24 days
Location

Leeds, West Yorkshire LS14 1DZ

Contract type

Full Time

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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  • An exciting opportunity is available for a Personal Tax Senior at a large, independent firm of Chartered Accountants in Leeds.
  • The role involves managing a diverse portfolio of clients, ensuring accuracy in self-assessment returns, and providing guidance to junior staff.
  • Candidates should have experience managing their own client portfolio and familiarity with all aspects of the Self-Assessment Tax Return process.
  • The position requires strong technical personal tax knowledge and ideally, candidates should be ATT or CTA qualified.
  • The salary ranges from £35,000 to £45,000, and candidates should have relevant experience in personal tax management.
Exciting opportunity for a Personal Tax Senior to join a large, independent, growing firm of Chartered Accountants based in Leeds.The firm provides a wide range of services for a diverse client range, specialising particularly in accountancy, audit, and tax.As a Personal Tax Senior, you will be responsible for:
  • Managing a portfolio of clients, acting as the primary point of contact. (Clients include but not limited to: director/shareholders, sole traders, partnerships, property owners with rental income, doctors, dentists, clients with different investments etc.)
  • Review financial documents to ensure accuracy for self-assessment returns.
  • Preparing, reviewing and submitting personal tax returns.
  • Compliance work, occasional remuneration/dividend planning, exit strategy & business structuring. Including identifying tax planning opportunities.
  • Providing guidance, training, and support to junior staff.
To qualify for this Personal Tax Senior role, ideally you should:
  • Have experience of managing your own portfolio of clients as Personal Tax Senior.
  • Have experience of all aspects of the Self-Assessment Tax Return process.
  • Ideally be ATT or CTA qualified.
  • Have strong technical personal tax knowledge and the ability to research and communicate technical information to both colleagues and clients.
  • Have the ability to liaise with clients, resolving their queries in a timely manner.
What’s on offer?
  • Flexible working
  • Long-term career opportunities
  • Hybrid working
  • 23 days annual leave + bank holidays + 1 set day at Christmas
  • Salary from £35,000 to £45,000
If you are interested in this Personal Tax Senior position or would like any further information, please contact Leah Mason at IPS Finance.IPS Finance has 40 years’ experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.

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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.