Tax Semi Senior - Personal Tax Top 20 accountancy firm Newbury basedButler Rose public practice are excited to be partnering with a top 20 accountancy practice who are looking to recruit a Tax Semi Senior in Newbury. Working for this ambitious firm, you will be teamed with experienced accountants and business advisors to service a portfolio of HNWI's, Partnerships, and Trusts. Requirements:
* ATT or CTA qualified or equivalent
* Minimum of 2 years tax specific experience from a UK accountancy practice.
* Minimum of 1 years' experience working with high net worth individuals, trusts, and partnerships.
Main duties:
1. Administer a portfolio of clients including HNWI's, Partnerships and Trusts.
2. Request and collate information, prepare and submit self-assessments for clients. Advise payment amounts and deadlines.
3. Consider and advise on basic tax planning opportunities for clients.
4. Maintain client relations through email and telephone contact, participate in client meetings.
5. Assist other members of staff and directors with their tax queries. Encourage further reading if necessary.
6. Correspond with HMRC concerning routine tax matters (i.e. tax codes, checking repayments / tax calculations), assist with the handling of HMRC enquiries.
7. Undertake tax planning research projects under the direction of the Ta...