Address
Form of work
SalaryPersonal Tax Senior - £40,000 to £50,000- Central London
REPORTING TO: Tax Managers and Partners
About the role
Our client base is diverse (including HNWIs, OMBs and non-doms) and you will be allocated and
oversee a portfolio of Personal Tax clients in a hands-on compliance and ad-hoc advisory capacity.
Core Responsibilities
- Request Tax Return information from the client or audit team
- Prepare and generate complex Tax Returns using CCH
- Liaise with HM Revenue & Customs on the client’s behalf
- Deal with HMRC enquiries in respect of clients allocated to your portfolio
- Monitor WIP and raise bills in a timely fashion
- Identify opportunities to develop the firm’s business from your portfolio
- Attend client meetings as appropriate
- Assist on consultancy projects, which will include letter and report writing to a wide range of
- audiences as well as meeting with clients to go through such letters and reports
- Undertake technical research in areas such as, but not limited to, remittance basis, capital
- gains tax, inheritance tax and trusts.
SKILLS AND EXPERIENCE
Essential
- ATT qualified
- Minimum 2 years’ tax cycle seasons
- Varied practical and technical Personal Tax knowledge
- IT literate
- Excellent verbal and written communication skills
Desirable
- CTA qualified
- Knowledge of CCH Personal Tax
- Previous experience in a client facing role
- Strong letter and report writing skills
- Confident dealing with stakeholders of varying levels
- Proactive approach to work and problem solving
- Evidence of continuous CPD
Current Benefits
- 25 Days AL
- Private Medical Insurance
- 4% pension
- Hybrid and Flexible working
- Dress for the diary
- Employee discount scheme
- Enhanced maternity / paternity
To apply contact Rory Bysouth at AJ Chambers on the email provided.
