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A large firm with offices in Newcastle city centre our looking to appoint a Personal Tax Senior to their Private Wealth service line where you be part of the tax, trusts and accounting team.
With a great deal of autonomy you will assume responsibility for a portfolio of clients, preparing personal and trustees' tax returns.
The role:
- Preparation of tax returns for review and undertaking peer reviews
- Working with a portfolio that includes company directors, trusts and estates and high net worth individuals with some international exposure
- Dealing with the day to day tax affairs for your client portfolio and those more junior in the team
- Ensuring engagement letters are in place for all clients
- Ensuring fees are agreed and billed accordingly
- Assisting other members of your tax team in the overall management of client affairs.
- Liaison with HMRC
- Attending client meetings where appropriate
Your experience:
- We are hoping to find an individual who has a minimum of two years experience completing UK tax returns
- It would be desirable, yet not essential if the successful candidate had some experience of trusts and Inheritance tax
- ATT part or fully qualified would be advantageous
- Experienced gained from an accounting practice
- Confident working with tax systems as well as Microsoft excel.
- Good communication skills both oral and written
Working arrangements:
The opportunity is open on both full and part-time hours, with flexibility to consider different working patterns within the core day Monday to Friday with variable start and finish times
The role is offered on a hybrid basis where you can divide your time between home and office
Benefits:
Alongside a competitive salary that reflects your level of experience you will also be rewarded with a comprehensive benefits package which includes 25 days holiday, additional holiday purchase scheme, well-being days, health cash plans, Social committee, volunteer days, study support, sustainability initiatives and so much more.
Please note this vacancy requires a valid right to work in the UK from the applicant.
