At a Glance
- Tasks: Manage a personal tax portfolio and assist clients with queries and advice.
- Company: Leading independent accountancy firm in Malvern with a supportive team.
- Benefits: Cycle to Work scheme, social events, and opportunities for professional growth.
- Other info: Enjoy a collaborative environment with opportunities to develop your skills.
- Why this job: Join a dynamic team and make a real difference for over 300 clients.
- Qualifications: AAT qualified or experienced in tax within an accountancy practice.
The predicted salary is between 35000 - 45000 £ per year.
Service Care Solutions are recruiting on behalf of a leading independent accountancy firm in Malvern for a Mixed Tax Senior to join the team on a permanent basis. The postholder will look after a personal tax client portfolio of 300+ clients.
Key Responsibilities
- Preparing the personal tax returns and assisting with client queries and advice, including at client meetings and phone calls.
- Contacting HMRC for a variety of purposes such as changing tax codes, chasing refunds, and other ad hoc queries.
- Reviewing corporation tax returns.
- Assisting in the preparation of P11Ds.
- Preparing and submitting Capital Gains Tax returns.
- Registering Trusts on the Trust Registration Service.
Candidate Criteria
- AAT qualified or Qualified by Experience
- Experienced in Tax within an accountancy practice
- Ability to run own personal tax portfolio with limited guidance.
Cycle to Work scheme
Social events
We think you need these skills to ace Tax Senior in Malvern
Personal Tax Preparation
Client Management
HMRC Communication
Corporation Tax Review
P11D Preparation
Capital Gains Tax Returns
Trust Registration Service
