Personal Tax Senior

Recruiter
AJ Chambers
Location
Reading, Berkshire
Salary
£35-40k
Posted
28 Oct 2020
Closes
27 Nov 2020
Job Role
Accountant, Tax

PERSONAL TAX SENIOR

PURPOSE OF 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.

JOB CONTENT 
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

ESSENTIAL
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

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

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