Exciting opportunity for a Personal Tax Senior to join a large, independent, growing firm of Chartered Accountants based in Leeds.The firm provides a wide range of services for a diverse client range, specialising particularly in accountancy, audit, and tax.As a Personal Tax Senior, you will be responsible for:
* Managing a portfolio of clients, acting as the primary point of contact. (Clients include but not limited to: director/shareholders, sole traders, partnerships, property owners with rental income, doctors, dentists, clients with different investments etc.)
* Review financial documents to ensure accuracy for self-assessment returns.
* Preparing, reviewing and submitting personal tax returns.
* Compliance work, occasional remuneration/dividend planning, exit strategy & business structuring. Including identifying tax planning opportunities.
* Providing guidance, training, and support to junior staff.
To qualify for this Personal Tax Senior role, ideally you should:
* Have experience of managing your own portfolio of clients as Personal Tax Senior.
* Have experience of all aspects of the Self-Assessment Tax Return process.
* Ideally be ATT or CTA qualified.
* Have strong technical personal tax knowledge and the ability to research and communicate technical information to both colleagues and clients.
* Have the ability to liaise with clients, resolving their queries in a timely manner.