To manage a portfolio of personal tax clients ensuring that they meet their obligations to file tax returns and to provide clients with a proactive, efficient, and cost-effective taxation service. To assist with ad-hoc personal tax advisory work, as required.
Manage a portfolio of personal and trust tax clients including the preparation of tax returns and the review of simple tax returns prepared by less experienced members of the team
Prepare forms P11Ds and deal with PAYE Settlement Agreements for the firm’s clients
Prepare Capital Gains Tax returns in respect of the sale of residential property
Provide clients with a proactive, efficient, and cost-effective taxation service that meets their needs and those of the regulatory authorities including the provision of ad hoc advice as required
Assist the team’s managers in training and coaching less experienced members of staff
Assist the team’s managers and partners in researching technical issues and drafting advice for review
Report to and keep Line Manager and Partner up to date with progress on jobs undertaken
Qualified by experience or ATT/ACA or CTA qualified or part qualified
At least 2 years’ experience of Personal Tax work
Some experience of other taxes ideal, but not essential
Able to communicate effectively with clients and colleagues
Excellent time management skills in order to meet a variety of strict deadlines