Personal Tax Accountant

JOB: Personal Tax Accountant Do you have the skills to fill this role Read the complete details below, and make your application today. Location: Bournemouth (full or part time) Salary starting at £55,000 - £60,000

Benefits

• 33 days holiday (including bank holidays, pro-rata for part-time staff)
• Contributory pension scheme with Royal London for eligible staff
• Annual salary reviews and promotion panels
• Occupational sick pay from day one, plus assessed Income Protection benefits for longer-term absences
• Free Specsavers eye tests and vouchers towards lenses for display screen equipment
• Employee assistance programme including counselling, 24/7 online GP services and wellbeing support
• Paid compassionate leave
• Access to the BUPA Menopause Plan under our menopause policy
• Discounts on legal services
• Paid professional memberships
• Active Social Committee organising annual events and activities Key Duties Include

The Role

As Personal Tax Accountant you will be an integral part of the Private Client team within this well respected legal practice providing a high level of support and advice to the team. Duties of the Personal Tax Accountant include:

• Act as an effective point of contact for clients, beneficiaries, trustees, executors and other fee earners to deal effectively with their enquiries and ensure a positive client experience.
• Liaison with clients, their representatives, fee earners and third parties to co-ordinate and obtain information regarding income tax and capital gains tax compliance on an annual basis and in a timely manner bearing in mind filing and other deadlines.
• To use the information obtained to: o Register the client for self-assessment. o Obtain and check simple assessments. o Complete Self-Assessment Tax Returns and repayment claims for individuals, trusts and estates. o Obtain approval to each return and submit them to HMRC, either online or by post. o Communicate with HMRC to ensure that clients are charged the correct amount of tax, interest and penalties.
• Ensure all relevant individuals are advised of tax liabilities in time for finance to be arranged, and claim all appropriate tax repayments.
• Provide training to fee earners to deal with simple cases themselves and to recognise issues before they become a problem. xwwtmva
• Provide tax software training to fee earners as requested.
• Ensure all clients are correctly authorised by HMRC so that you can act as Agent and ensure that the HMRC tax records...