Full job descriptionAs a Private Client Tax Senior in Sevenoaks, you’ll support clients with their tax compliance and advisory needs, ensuring they meet obligations while maximising opportunities. You’ll play a key role in helping clients navigate tax matters effectively within the accountancy industry.
Client Details
Our client is a leading, independent accountancy firm in Sevenoaks. They pride themselves on their rich history and their desire to remain independent moving forward. Our client has a very low turnover of staff (this role came about via a retirement).
Description
*Prepare and review personal tax and Making Tax Digital (MTD) returns with minimal supervision.
*Manage a portfolio of clients (circa 225), acting as their primary point of contact and ensuring excellent client service.
*Prepare and submit P11Ds, benefits-in-kind calculations, and employer Class 1A NICs, providing guidance on compliance requirements.
*Produce accurate tax computations, including income tax, capital gains tax, and other personal tax matters.
*Support, review, and mentor junior team members, providing technical guidance and development opportunities.
*Handle HMRC enquiries, correspondence, disclosures, and more complex tax matters, including inheritance tax, capital gains, and non-resident issues.
*Identify tax planning opportunities, manage client deadlines, and ensure compliance with current UK tax legislation and best practice.
Profile
*4+ years experience working in personal tax in an accountancy practice setting
*ATT/CTA studier or qualified
*Experience managing a portfolio of clients
*Experience of complex compliance and starting to assist clients with advisory projects
Job Offer
*Competitive salary between £40,000 and £50,000, dependent on the level of experience
*Permanent position within the professional services industry
*Opportunity to work in a professional environment in Sevenoaks
*Hybrid working (after successful probation completed)