- Forward thinking firm of chartered accountants
- Work with a portfolio of private clients
- Be responsible for the day-to-day requirements of the portfolio of personal tax clients.
- Handle the end-to-end management of the personal tax compliance service drafting initial communications and preparing quotes and information requests, liaising with clients to gather their tax information, reviewing this information and preparation and filing of Personal Tax Returns for a varied portfolio of clients including sole traders, partnerships, company directors and High Net Worth individuals;
- Preparation of other annual tax compliance filings including ATED returns, EMI returns, Employment Related Securities returns, and Annual tax planning for clients
- Be involved with annual remuneration planning, state pension forecasting, and work with clients to assist them in making the most of their various annual allowances (for example maximising CGT annual exemption, making pensions contributions and utilising ISAs allowances)
- Maintaining and developing client relationships;
- Potential to assist with tax advisory project work from time to time;
- ATT qualified (or similar qualification) or studying for a tax qualification
- Experience with CCH Personal Tax software
- Strong written and verbal communication skills
- A team player
- Be Driven and commercial