Our client, an established, forward thinking firm of Chartered Accountants, based in Winchester are seeking a Tax Senior/Assistant Manager to join their expanding team.
You will be responsible for a portfolio of personal tax clients, dealing with compliance matters as well as exposure to advisory including IHT, CGT and trusts and providing advice.
Duties include:-
* Managing a portfolio of personal tax clients and ensuring compliance with HM Revenue & Customs and in-house deadlines
* Preparing and processing self-assessment tax returns for individuals, partnerships and trusts
* Calculation and advice of liabilities, together with due dates of payment to client
* Assisting with client queries and providing ad hoc advice where requested with the support of senior members of staff
* Billing personal portfolio clients after work completed
* Dealing with correspondence, telephone calls and arranging and attending meetings with clients and potential clients
* Assisting partners and senior staff members with technical queries
* Providing assistance to junior members of the team where appropriate
* Dealing with HMRC correspondence, telephone calls and enquiries
* Supporting other Departments when required
You will ideally have at least 3-4 years personal tax experience and ideally hold a relevant qualification such as ATT and/or CTA, although QBE will be considered. Study support may al...