Mixed Tax Senior

An excellent opportunity has arisen for a Mixed Tax Senior to join a growing tax team within an established accountancy practice.

This role offers exposure to a varied client portfolio, a mix of personal and corporate tax compliance and advisory work, and the opportunity to develop your technical expertise within a supportive and experienced team.

Key Responsibilities

• Manage a portfolio of private client tax affairs, ensuring compliance with HMRC requirements and internal deadlines.

• Prepare and review Self Assessment tax returns for individuals, trusts and partnerships, including rental accounts, small self-employed accounts and trust accounts.

• Communicate tax liabilities and payment deadlines to clients in a timely and clear manner.

• Respond to client queries and provide day-to-day tax advice, seeking support from senior colleagues where appropriate.

• Manage client billing for work undertaken across the portfolio.

• Assist partners and senior team members with technical queries and tax advisory projects, preparing supporting documentation, spreadsheets and reports.

• Provide guidance and support to junior team members, including training where required.

• Liaise with HMRC on correspondence, telephone queries and tax enquiries.

• Undertake capital gains tax work, including tax computations and returns, basic planning, holdover relief and the effective use of losses.

• Prepare corporation tax computations for standalone companies and small groups.

• Assist with the preparation of P11D forms, PAYE Settlement Agreement (PSA) calculations and submissions, and Annual Tax on Enveloped Dwellings (ATED) returns.

Candidate Profile

• Experience working within a UK accountancy or professional services practice, ideally in a private client tax environment.

• Practical experience preparing Self Assessment tax returns for individuals, trusts and partnerships.

• A sound understanding of UK personal tax legislation and HMRC compliance requirements.

• Exposure to capital gains tax, trust taxation and the tax affairs of owner-managed businesses.

• Experience managing client relationships and working to multiple deadlines.

• Strong communication skills, with the confidence to liaise directly with clients, HMRC and colleagues at all levels.

• A willingness to support and develop junior colleagues.

• Relevant professional qualifications, such as ATT or CTA, or progress towards these qualifications, would be advantageous.

Benefits

• Competitive salary, reviewed annually.

• 35-hour working week with hybrid working options.

• 20 days' annual leave, increasing with service, plus bank holidays and additional Christmas closure days.

• Option to buy or sell annual leave.

• Paid volunteering day each year.

• Season ticket loans.

• Regular social events

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful