At a Glance
- Tasks: Manage a diverse personal tax portfolio and ensure timely tax return submissions.
- Company: Join a top 20 accountancy firm with a flexible and supportive work culture.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Great chance to mentor junior staff and enhance your career in a dynamic environment.
- Why this job: Make a real impact by helping clients navigate complex tax situations.
- Qualifications: Qualified or studying towards CTA/ACA/ACCA with strong tax knowledge.
The predicted salary is between 40500 - 49500 £ per year.
**EXCITING NEW TAX OPPORTUNITY**
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.
Role:
Managing a personal tax portfolio including complex cases, HNWIs.
Ensuring tax returns are completed and filed by the deadline.
Completion and compliance to all tax return control procedures
Checking and updating client PAYE codes
National Insurance calculations
Dealing with client and HMRC correspondence
Preparation of trust & partnership returns.
Undertake more complex CGT calculations
Undertake income tax planning for the client.
Preparation of forms P11D and P11D(b).
Tax responsibility for training junior staff as guided by the tax manager.
Giving clear and unambiguous instructions.
Assisting the tax manager to ensure junior staff are managing their portfolio
Billing clients
Take responsibility for own training records.
To manage personal time and working practices to maximize profitability and protect the good reputation of the firm.
To maintain the highest standards of personal organisation, setting an example to more junior members of staff.
Maintaining progress reports
Ideal person:
Qualified or studying towards CTA/ACA/ACCA
Up to date technical knowledge of taxation and the firms software packages.
Awareness of departmental objectives and key performance indicators.
Personal Tax Senior in Bonnyrigg employer: Lochead Sandford Recruitment
Join a highly regarded accountancy firm that values its employees and fosters a collaborative work culture. As a Payroll Analyst, you will benefit from ongoing training and support, competitive salary and benefits, and the flexibility of in-office or hybrid working arrangements. This role not only offers the chance to enhance your payroll expertise but also to build strong client relationships in a dynamic environment that prioritises professional growth.
Contact Details:
Lochead Sandford Recruitment Recruitment Team
