RD Financial Recruitment

Personal Tax Senior

Burnham, Slough
30 Jul 2019
29 Aug 2019
Job Role
Seniority Level
Contract Type
Full time, Permanent

A thriving independent company of Chartered Accountants and Chartered Tax Advisers based on the outskirts of Burnham, Bucks are currently seeking to recruit a motivated Personal Tax Senior to join their team and hopefully lead to becoming a Manager/Partner

Personal Tax Senior Role Summary

Primarily, to review Self Assessment and Trust & Estate Tax Returns

To complete Self Assessment and Trust & Estate Tax Returns to a high standard

To undertake project work as required into various tax issues principally related to income tax, capital gains tax and inheritance tax 

Key Responsibilities of the Personal Tax Senior and Accountabilities

Managing a client portfolio and ensuring timely billing

Preparing Self Assessment tax returns for individuals, partnerships and Trusts & Estates

Calculating and reconciling tax liabilities

Production of self employed accounts and rental income statements

Preparing other tax claims such as VAT returns, Tax credit claims etc

Assisting managers & partners in tax enquiry work into private clients and business clients

Preparing forms P11d/ P11D(b) forms and associated workings

Preparing forms EMI 40 and Form 42

Researching tax planning issues and transactional tax matters

Preparing written correspondence, communications, and other documents for submission to clients, professional contacts and the tax authorities

Participating fully in the regular tax departmental meetings, including ideas to improve performance

Building, maintaining and developing in a professional manner, existing client relationships

Ensuring compliance with the Firm’s published policies and procedures

The ideal candidate will be a CTA or ATT qualified or someone with previous experience who is studying to become a CTA and in return you will receive a salary of between £35k-£45k + benefits.

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