At a Glance
- Tasks: Manage a diverse portfolio of personal, corporate, and trust clients while overseeing compliance and advisory work.
- Company: Join a well-established independent accountancy firm in Saffron Walden with a supportive culture.
- Benefits: Competitive salary, hybrid working options, and opportunities for career progression.
- Other info: Enjoy a good work-life balance and excellent growth opportunities in a close-knit team.
- Why this job: Step up your career in a hands-on environment with real impact on clients' financial success.
- Qualifications: CTA, ATT, or ACA/ACCA qualified with strong tax experience and knowledge of trust taxation.
The predicted salary is between 50000 - 55000 £ per year.
Clark Wood are working with a well‑established independent accountancy firm in Saffron Walden that is looking to appoint a Mixed Tax Senior / Manager to join their close‑knit team. This is an excellent opportunity to join a hands‑on, partner‑led environment where you will manage a varied portfolio and play a key role across compliance and advisory work, with particular involvement in trusts and share schemes.
Role
- You will manage a mixed portfolio of personal, corporate and trust clients, overseeing compliance while supporting partners on a range of advisory assignments.
- Managing personal, corporate and partnership tax returns, including CT600s and self‑assessments.
- Liaising with HMRC and ensuring all filing deadlines are met.
- Preparing and reviewing SA900 trust returns, including IHT100 reporting, periodic and exit charge calculations.
- Advising trustees on distributions and inheritance tax implications and overseeing Trust Registration Service compliance.
- Managing annual ERS returns and supporting clients with EMI and other tax‑advantaged share schemes.
- Assisting with advisory work such as profit extraction, incorporations, restructures, CGT planning and succession/exit planning.
- Providing technical support internally and assisting with process improvements and business development.
Candidate
- CTA, ATT or ACA/ACCA with strong tax experience.
- At least 2 years’ UK practice tax experience.
- Experience with trust taxation and IHT.
- Knowledge of share scheme / ERS compliance.
The firm has an excellent reputation across the area and can offer a solid platform to progress into senior management and beyond, as well as a good working life balance with regular hybrid working available. This role would suit an experienced Mixed Tax Senior looking to step up, or an established Manager seeking a varied role within a supportive independent firm.
Mixed Tax Senior / Manager in Essex employer: Taxation
Taxation is an exceptional employer that fosters a collaborative and supportive work culture in the heart of Cheltenham. With a strong focus on employee development, we offer tailored growth opportunities and continuous training to enhance your advisory skills, particularly within the dynamic agricultural sector. Join us to be part of a dedicated team that values innovation and excellence while managing a diverse portfolio of high-profile clients.
