Personal Tax Senior

Ipswich

We require a Personal Tax Senior to deal with the UK personal tax affairs of individuals, estates and trusts, and assist with the Firm’s annual reporting (CTC’s and CGT reports).

Key Accountabilities

  • Responsible for their own personal tax clients for Individuals, Sole Traders and trusts.
  • Completion of tax returns, ensuring that they are submitted to the Inspector of Taxes by 31 January deadline.
  • Advising all clients of their tax liabilities/repayments and ensuring that all tax liabilities requested by clients to be paid from their accounts are paid by the due dates.
  • Raising invoices and drawing any fees due in respect of all taxation fees due, keeping the necessary records and reviewing debtors.
  • Discussing with clients by way of the telephone or a meeting from time to time on various aspects of their taxation affairs.
  • Setting up and maintaining client records on the taxation system software.
  • Being able to manually calculate client’s Capital Gains Tax positions.
  • Liaising with Investment Managers with regard to CGT.
  • Maintaining the data within the CGT software.
  • Compiling statistical data for the unit.
  • Ensuring smooth production of Annual Tax Reports.
  • Attending various courses for personal development.
  • Providing technical support to other areas of the business as required.
  • Making referrals to Wealth Planning and/or Investment Managers as appropriate.
  • Overseeing the smooth running of the tax department alongside the tax manager.
  • Keeping up to date with tax changes and relaying these to the Tax team and wider business where appropriate.

Competencies / Skillset

  • Getting Things Done – Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
  • Communication & Sharing Knowledge – Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
  • Customer Service – Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.
  • Effectiveness & Adaptability – Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.
  • Team Working – Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.

Qualifications / Experience Required

The jobholder will:

  • Have a broad understanding of UK personal tax and be willing to attend ongoing training in this area.
  • Be responsible for ensuring they are up to date on current legislation surrounding self-assessment and all relevant tax/finance acts.
  • Be able to handle delicate and sensitive situations
  • Be a diligent and thorough worker.
  • Be able to communicate effectively to clients, colleagues, and fellow professionals on complex issues.
  • Be client aware.
  • Aim to deliver the highest possible standard of service at all times.
  • Be diligent and persistent in recognising and progressing new business.

Contractual Hours

9.00am – 5.30pm, Monday to Friday

Get In Touch

Please send a CV and covering letter to [email protected] with the subject title of the role you are applying for.
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