Personal Tax Senior

Personal Tax Senior

An exciting opportunity has arisen for a Personal Tax Senior to join a firm of Chartered Accountants in Newcastle. Working with the Tax Manager, the role offers the opportunity to experience a wide range of personal tax matters including compliance, advisory and planning work.

As a Personal Tax Senior, you will be responsible for:

• 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.

To qualify for this Personal Tax Senior role, ideally you should meet the following:

• Have experience of managing your own portfolio of clients as Personal Tax Senior.
• Have experience of all aspects of the Self-Assessment Tax Return process.
• Be ATT qualified or qualified by experience.
• 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.

What’s on offer?

• 25 days annual leave + bank holidays
• Flexible working hours
• Extensive learning and development opportunities
• Study support would be considered
• Salary from £30,000 to £40,000 FTE

The successful candidate must be able to commit to a part time role (22.5 hours per week) although a full-time position would be considered for the right candidate.

If you are interested in this Personal Tax Senior position or would like any further information, please contact Leah Mason-Wilson at IPS Finance.