Personal Tax Senior in West End of London

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**EXCITING NEW TAX OPPORTUNITY**

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Our client, a TOP 20 ACCOUNTANCY FIRM, seeks to recruit a suitably experienced Personal Tax Senior Associate to take responsibility for a varied, high quality client portfolio based in their Edinburgh office- good flexible/hybrid working available.

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Role:

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• Managing a personal tax portfolio including complex cases, HNWIs.

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• Ensuring tax returns are completed and filed by the deadline.

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• Completion and compliance to all tax return control procedures

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• Checking and updating client PAYE codes

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• National Insurance calculations

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• Dealing with client andHMRC correspondence

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• Preparation of trust & partnership returns.

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• Undertake more complex CGT calculations

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• Undertake income tax planning for the client.

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• Preparation of forms P11D and P11D(b).

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• Tax responsibility for training junior staff as guided by the tax manager.

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• Giving clear and unambiguous instructions.

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• Assisting the tax manager to ensure junior staff are managing their portfolio

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• Billing clients

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• Take responsibility for own training records.

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• To manage personal timeand working practices to maximize profitability and protect the good reputation of the firm.

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• To maintain the higheststandards of personal organisation, setting an example to more junior members of staff.

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• Maintaining progress reports

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Ideal person:

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• Qualified or studying towards CTA/AAT//ACA/ACCA though not essential

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• Up to date technical knowledge of taxation and the firm’s software packages.

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• Awareness of departmental objectives and key performance indicators.

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• Awareness of the firm’sservices and product offering.

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• Ability to use sector software, in particular accounts prep, Excel, Word and e-mail systems.

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• To be able to draft letters which are commercially sensible and appropriate to the client's situation.

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• Adapt to different audiences and able to thoroughly research available data and present findings in a way which can be understood by both clients and staff.

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• Willingness to combine the demands of a full time role whilst studying for further qualifications.

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• Flexibility in approachto tasks.

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• Ability to prioritise own workload.

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• Ability to use professional judgement where appropriate.

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• Ability to work both independently and as part of a team.

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• Have an aptitude for figures and an interest in business and commerce.

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• Good communication skills.

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• Attention to detail andaccuracy of work.

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• Good IT skills, including Microsoft Word and Excel and IT applications.

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Why join?

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Excellent Benefits package:

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To our client, you’re an individual with unique talents and aspirations, with an excellent benefit package designed to support your well-being, foster your professional growth, and recognise your contributions.

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• Agile Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days, allowing you to balance your work and personal commitments seamlessly.

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• 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)

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• Competitive salary package

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• Employee recognition awards: Outstanding Performance Award Bonus discretionary annual bonus, and other recognition initiatives.

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• New and improved programme for succession planning and supportive management structure to help you realise your potential

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• Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counseling sessions and virtual doctors available for you and your family.

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