At a Glance
- Tasks: Manage personal tax clients and deliver high-quality compliance work.
- Company: Join a leading firm of accountants in a supportive, fast-paced environment.
- Benefits: Enjoy hybrid working, professional development, and a friendly team culture.
- Other info: Opportunity for career growth and cross-selling in a dynamic team.
- Why this job: Make an impact in tax management while building strong client relationships.
- Qualifications: Qualified ATT/CTA with 5+ years of relevant tax experience.
The predicted salary is between 40000 - 50000 £ per year.
An exciting opportunity has arisen to join a growing Tax team in one of the market leading firms of Accountants based in Maidenhead. You will have the opportunity to manage a varied portfolio of personal tax clients and play a key role in the smooth running of the department.
You'll be responsible for managing deadlines and delivering high-quality personal tax compliance work, including Self-Assessment and MTD for IT, as well as supporting the delivery of more complex tax returns.
- Manage a portfolio of personal tax clients.
- Support the manager(s)/senior manager(s)/director(s) in the compliance process with the review of tax returns and preparation of complex tax returns.
- Take responsibility for good relationship management of clients, predominately over the telephone, email, online meetings and where appropriate in face-to-face contact.
- Provide general support to clients in the provision of tax returns and general compliance.
- Liaise with other service streams and take responsibility for collation of information when the client is a multi-discipline service client.
Qualifications:
- Qualified ATT and/or CTA - minimum 5 years relevant tax experience or possess a minimum of 7 years relevant tax experience if qualified by experience.
- Ability to spot planning opportunities (tax advisory and Wealth Management) and take responsibility for escalating this to develop new business and cross-selling opportunities.
- Committed to continuous professional development.
This is a client-facing role, requiring excellent communication skills and the ability to build strong professional relationships through phone, email, virtual meetings and face-to-face contact. You will enjoy working in a friendly and supportive working environment in a fast-paced culture that offers hybrid working with 2 days a week working from home.
