Personal Tax Senior

Recruiter
Aston Tate Ltd
Location
Guildford
Salary
30000.0000
Posted
11 May 2017
Closes
09 Jun 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Personal Tax Senior

  • A fantastic opportunity has arisen to join a fast-growing accountancy firm
  • Fantastic on the job training
  • Accelerated career progression
  • Located in Guildford

Our Client

A firm of accountants based in Guildford. Offering accounts, taxation and business advisory and support services to a wide range of businesses and individuals ranging from £2m - £M in turnover.

Roles & responsibilities of the Personal Tax Senior:

  • Preparation of personal tax returns for a broad range of clients
  • Monitoring tax return progress to ensure timely completion and submission to HMRC
  • Advising personal tax clients of tax liabilities due on a timely basis
  • Liaising directly with clients to ensure both accurate and prompt completion of tax returns
  • Communicating effectively with clients both orally and in writing
  • Dealing with all client queries promptly and efficiently
  • Reporting to the client partner on all matters relevant to the client's tax affairs including billing
  • Income Tax Loss Uses and Cap, claiming EIS & SEIS reliefs
  • Advising on the tax effect of the withdrawal of the tax relief for BTLBasic Capital Gains Tax planning, use of annual exemption including principal private residence exemption, use of holdover relief, optimum use of losses
  • Good knowledge of CGT computations for shares, land & property, spouse and connected party transfers
  • Preparation of small self employed accounts and rental income and expenditure accounts
  • Inheritance tax planning - identifying opportunities for planning
  • Attend clients' premises as and when required
  • Work with Partners and staff to provide a personal, professional service for the benefit of both clients and the firm

The ideal candidate for this Personal Tax Senior role will have:

  • A minimum of 3 years' experience in a personal tax role within a professional practice
  • Proven personal tax compliance experience is essential
  • ATT part-qualified or qualified by experience
  • Demonstrates a good level of understanding of own technical/ professional function
  • Experience of working on long term client relationships and of working on a fee basis with clients
  • Working knowledge of Pertax an advantage
  • Computer literate
  • Based in the Guildford area

What's on offer:

  • £35,000 - £45,000 Plus benefits/Bonus Depending on experience

Aston Tate refer a friend scheme (Personal Tax Senior)

Do you know a Personal Tax Senior based in Guildford or someone who may be suitable for this role? Should you introduce a candidate to Aston Tate who we subsequently place, we will send you a £500 retail gift voucher!