An established and growing independent firm of Chartered Accountants with offices across South Yorkshire has an opportunity for an experienced Personal Tax Senior to join its dedicated tax team.
Reporting directly to the Tax Partner, this is an opportunity to take responsibility for a varied personal tax compliance workload, support the development of two junior team members and oversee the day to day management of compliance work within the department.
The firm has a strong reputation in the owner managed business and private client market, with a varied client base and an established tax offering.
There is a genuine opportunity to progress into an Assistant Manager position in the short term, with the scope to become involved in private client advisory work for someone interested in developing beyond compliance.
Key responsibilities will include:
Managing a portfolio of personal tax clients, including individuals, directors and owner managed business clients.
Preparing and reviewing self-assessment tax returns, including more complex personal tax matters.
Reviewing the work of two junior team members, providing technical guidance and answering queries.
Overseeing the personal tax compliance workflow, monitoring progress and ensuring deadlines are met.
Acting as a point of contact for clients on personal tax compliance matters and routine queries.
Managing HMRC correspondence and dealing with tax enquiries.
Working closely with the Head of Tax to ensure the efficient running of the compliance function.
Supporting the development of junior colleagues and helping to improve processes within the department.
Opportunity to become involved in private client advisory and tax planning work, depending on experience and interests.
The successful candidate will:
Have strong personal tax compliance experience gained within accountancy practice.
Be ATT qualified, studying towards ATT/CTA or qualified by experience.
Be confident preparing and reviewing complex personal tax returns.
Have experience supporting junior colleagues and reviewing their work.
Demonstrate strong organisational skills and the ability to manage competing deadlines.
Be comfortable dealing directly with clients and HMRC.
Have an interest in progressing towards an Assistant Manager position.
Package and progression
Salary: £35,000 to £45,000 depending on experience.
Opportunity to progress to Assistant Manager in the short term, subject to performance.
Direct exposure to an experienced Tax Partner.
Potential support towards ATT/CTA qualifications, depending on individual circumstances and business requirements.
Opportunity to develop experience in private client advisory work, although the role can remain focused on compliance.
IPS Finance has 45 years’ experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit our website to view the latest accountancy / finance and practice opportunities.