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.

• 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 at IPS Finance.