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Personal Tax Senior / Assistant Manager

AJ Chambers
Closing date
20 Sep 2021

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Contract Type
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Personal Tax Senior / Assistant Manager - Ashford, Kent

Purpose of the Role:

To manage a varied personal tax portfolio dealing with all routine personal tax compliance, preparation of tax returns and ad hoc advisory work. The role requires an individual who takes ownership/responsibility of the portfolio under the guidance of a Supervisor/Manager.

Key Responsibilities:
  • Dealing with correspondence from clients and HMRC, via letters, email and telephone
  • Completion of personal tax returns, liaising with clients/third parties to collate information,
  • Data preparation and data entry, preparation of simple income/expenditure/letting accounts
  • Excellent understanding of UK tax compliance cycle and planning for key deadlines/setting targets
  • Checking tax statements of accounts - advising tax payments and payments on account
  • Electronic filing of tax returns
  • Checking tax statements of accounts
  • Assisting with P11D delivery
  • Assisting at client meetings
  • Dealing with new client set up procedures, letters of engagement and client ID procedures

  • ATT or CTA qualified, or qualified through experience
  • Understands the personal tax compliance cycle (with around 3 years` experience)
  • Assisting with ad hoc personal tax advisory work
  • Practical experience in Share schemes, residency/remittance/split year, capital gains tax, trust & estates, EIS/SEIS, pension charges

  • Working knowledge of CCH personal tax software
  • Knowledge of HNWI and UK residency and domicile rules useful
  • P11D preparation but not essential

For more information about this role, please apply or contact Euan Price at AJ Chambers
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