Personal Tax Senior

Location: Stratford-upon-Avon
Position: Personal Tax Senior
About Us: We are a dynamic and forward-thinking firm dedicated to providing exceptional tax services to our diverse client base. We pride ourselves on our positive work environment and commitment to professional growth.

Full benefits available for the Personal Tax Senior

• Study support package
• Pension scheme
• Group life assurance 4 x salary
• Healthcare cash plan (eligibility after successful completion of probation period)
• Buy and sell holiday scheme
• Regular training and development - continuous development and support not only for your professional qualifications but also for your personal goals and aspirations
• Salary – £30,000 - £40,000 dependent on the experience and background of the right professional
• Hours - Monday to Friday, 37.5 hours flexible in between core hours 8:00am – 6:30pm.
• Monthly Perkbox points – this includes free Café Nero drinks, Gregg’s food and many more
• A lovely new, modern open plan office with a team of 50
• Free parking outside. No need to park and walk!
• Friendly team and casual dress

 
Job Description

Joining as a Personal Tax Senior based from the firms Stratford-upon-Avon offices you will focus on delivering personal tax compliance, whilst as you develop within the firm and role there will be increasing client contact and scope for involvement in delivering wider tax planning services. You will build relationships with clients and look to provide a quality compliance service, working with the wider management and director team. The role and firm provides an excellent opportunity for you to develop your personal tax career.

Key Responsibilities:

• Manage a portfolio of over 150 clients, ensuring timely and accurate tax compliance
• Prepare and review Capital Gains Tax (CGT) returns
• Handle tax matters for non-resident clients
• Provide high-quality advisory services alongside compliance work
• Principal point of contact for clients, working closely with them to understand developments in their personal tax affairs, ensuring they are up to date with their compliance obligations and legislative changes, helping them assess the impact for them and keeping abreast of new opportunities
• Manage a variety of compliance matters
• Ensure clients are up to date with their compliance obligations and legislative changes, helping them assess the impact for them and keeping abreast of new opportunities
• Review tax returns and computations
• Ensure efficient and risk-managed delivery
• Responsible for complying with all internal risk management procedure

Qualifications:

• 3-5 years of experience in tax
• Familiarity with CCH software (preferred but not essential)
• Experience with CGT returns and non-resident clients
• Working towards ATT qualification, if not already qualified

Personal Attributes:

• Positive work ethic and a proactive approach
• Excellent customer service skills, with a focus on client satisfaction
• Must have access to own car due to the location