Personal Tax Senior - Near Leamington Spa
Our client is seeking a Personal Tax Senior to join their firm. As a Personal Tax Senior, you will be responsible for managing the personal tax affairs of a portfolio of clients. This role involves preparing self-assessment tax returns, and on-going support to ensure the efficient operation of the tax department.
The ideal candidate will have a strong interest in taxation, excellent organisational skills, and a commitment to providing exceptional client service.
Your main day to day responsibilities will include:
Tax Return Preparation:
* Prepare and file self-assessment tax returns for a diverse portfolio of clients, including HNW individuals & OMBs, ensuring accuracy and compliance with current tax laws and regulations.
* Assist in gathering financial information and documentation required for tax return preparation.
* Review and verify client information to identify potential tax reliefs etc.
Client Communication:
* Communicate with clients to request necessary information and respond to inquiries regarding their tax returns.
* Provide clients with updates on the status of their tax returns and address any concerns or questions they may have
Relevant Qualifications and experience you will hold:
*
o Relevant experience in tax preparation or a similar role is preferred.
o Strong knowledge of personal income tax regulations and tax filing procedures.
o Proficiency in tax software and Microsoft Office Suite (Excel, Word, Outlook).
o Excellent analytical and problem-solving skills.
o Strong attention to detail and organisational abilities.
o Effective communication and interpersonal skills.
o Ability to work independently and as part of a team.
o Commitment to maintaining client confidentiality and adhering to ethical standards
Whats on offer:
* £35,000 - £40,000 per annum
* Part time 4 days a week
* Generous holiday allowance
* Flexible working
* Professional development
* Social events
* Inclusive company values