Personal Tax Manager/Senior/Semi-Senior

Personal Tax Manager/Senior/Semi-Senior

Salary: £40,000 - £60,000 depending on experience

Location: Andover

Hybrid: 3 days in the office + 2 from home

Overview

Reporting directly to the Tax Manager and ultimately to a Partner, you will play a key role within the Tax Department, primarily focusing on personal tax compliance with some exposure to tax advisory work.

The ideal candidate will be ATT qualified and responsible for preparing Self Assessment Tax Returns and other tax-related submissions for a varied portfolio of personal tax clients, working closely with portfolio holders to ensure excellent client service and compliance.

Key Responsibilities

Your duties will include, but are not limited to:

• Preparing and submitting Self Assessment Tax Returns in line with internal deadlines, client requirements, and statutory obligations.
• Preparing and submitting P11D, CT61, NRL, and CIS returns.
• Preparing and submitting Residential Capital Gains Tax returns to meet statutory filing requirements.
• Assisting with tax administration, including notices of coding and routine correspondence with HM Revenue & Customs (HMRC) and clients.
• Keeping portfolio holders and other relevant team members informed of client developments and matters arising.
• Identifying potential risk areas within cases under your management.
• Recognising tax planning and advisory opportunities arising from client work and communicating these to portfolio holders.
• Contributing effectively to staff appraisal meetings.
• Continuously developing professional knowledge and technical skills through professional reading and attendance Accountancy training courses and technical updates.
• Completing timesheets accurately on a daily basis.
• Undertaking any other reasonable duties as required.

Personal Qualities

The successful candidate will demonstrate:

• Excellent communication skills, both written and verbal.
• Flexibility and adaptability in response to business needs and the seasonal nature of the tax compliance cycle.
• A self-motivated approach, with the ability to think quickly and show initiative.
• Strong organisational skills, with the ability to plan workloads effectively and meet deadlines.
• A professional appearance and attitude appropriate to a professional services firm.
• Strong interpersonal skills, enabling effective relationships with both clients and colleagues.
• The ability to work within budgets and promptly communicate any issues to portfolio holders.

Professional Attributes

Essential Qualifications

• ATT qualified, part-qualified CTA, fully CTA qualified, or qualified through relevant practical experience.

Essential Skills and Experience

• Experience preparing Self Assessment Tax Returns.
• Experience preparing P11D returns.
• Proficiency in using tax software and computer packages for the preparation of Self Assessment Tax Returns and P11Ds.

Desirable Qualifications and Experience

• A minimum of 3-5 years' experience in a similar accountancy practice environment.
• Experience using the IRIS Accountancy Suite.