Job Description
We are currently working with a Chartered Accountancy practice in Stockton-on-Tees who are looking to add a Tax Senior to their team, the role offers the opportunity to experience a wide range of personal tax matters including compliance, advisory and planning work.
Key responsibilities:
* Management of a portfolio of clients consisting of sole traders, landlords, directors and non-resident individuals.
* Preparation and submission of Self-Assessment Tax Returns and 60-day Capital Gains Tax returns where applicable.
* Communicating tax liabilities to clients and providing the necessary information to enable them to pay their liabilities in line with relevant deadlines.
* Identifying tax planning opportunities within your portfolio, and communicating these to the company’s directors.
* Assisting the Tax Manager with ad-hoc advisory projects.
The ideal candidate will:
* Have experience of managing their own portfolio of clients within a busy accountancy practice environment.
* Have experience of all aspects of the Self-Assessment Tax Return process.
* Be CTA qualified in a mixed tax role, however open to qualifications
* 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.
* Be driven and proactive, ensuring that our commitment to providing excellent service levels to our clients is met.