Your new company An established independent accountancy practice based in Cheshire/Merseyside is seeking an experienced Tax professional to join the firm in a key client-facing role. This opportunity would suit a tax professional who enjoys variety, responsibility, and close client interaction, and who has previous experience of a manager or senior manager role. This role would suit a Tax professional who appreciates the culture of a smaller firm, enjoys building long-term client relationships and is looking for a stable, varied and rewarding position.
Your new roleThe role will involve managing a portfolio, with a clear emphasis on personal tax. Responsibilities will include overseeing personal tax compliance, along with a good level of advisory work for owner-managed businesses. The advisory and compliance split is well balanced, with exposure to personal tax planning, IHT and CGT planning and ad-hoc advisory projects. An extensive knowledge of IHT and CGT is therefore required. Experience of estate work would also be an advantage.
The role includes dealing with HMRC enquiries and compliance checks and the preparation and submission to HMRC of one-off disclosures.
There is also involvement with trusts and residency matters, primarily dealing with client queries and a modest volume of trust tax returns. You will manage and maintain strong client relationships, acting as a trusted adviser and poi...