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- 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.
- 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.
- 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
