Personal Tax Senior
Posted 12 hours 1 minute ago by Sumer Group Holdings Limited
Permanent
Not Specified
Other
London, United Kingdom
Job Description
Personal Tax Senior
Description Our client base is diverse (including HNWIs, Entrepreneurs, and globally mobile individuals) and you will be allocated and oversee a portfolio of personal tax clients in a hands-on compliance and ad-hoc advisory capacity.
Key Responsibilities
Skills, Knowledge & Expertise
Job Benefits
Department: Personal Tax
Employment Type: Permanent
Location: London
Description Our client base is diverse (including HNWIs, Entrepreneurs, and globally mobile individuals) and you will be allocated and oversee a portfolio of personal tax clients in a hands-on compliance and ad-hoc advisory capacity.
Key Responsibilities
- Request Tax Return information from the client or audit team
- Prepare and review complex Tax Returns using CCH
- Liaise with HM Revenue & Customs on the client's behalf
- Deal with HMRC enquiries in respect of clients allocated to your portfolio
- Monitor WIP and raise bills in a timely fashion
- Identify opportunities to develop the firm's business from your portfolio
- Attend client meetings as appropriate
- Assist on consultancy projects, which will include letter and report writing to a wide range of audiences as well as meeting with clients to go through such letters and reports
- Undertake technical research in areas such as, but not limited to, remittance basis, capital gains tax, inheritance tax and trusts.
Skills, Knowledge & Expertise
- ATT qualified
- Demonstratable experience within the tax cycle seasons
- Varied practical and technical personal tax knowledge
- IT literate
- Excellent verbal and written communication skills
- Time management skills and experience in meeting deadlines
- CTA qualified
- Knowledge of CCH Personal Tax
- Previous experience in a client facing role
- Strong letter and report writing skills
- Confident dealing with stakeholders of varying levels
- Proactive approach to work and problem solving
- Evidence of continuous CPD
Job Benefits
- Dress for the day
- Flexible and hybrid working
- Early finish Fridays during Summer
- 28 days holiday plus up to 3 days when offices close over Christmas with the option to purchase 5 extra days per year
- Employee discount scheme
- Season ticket loan
- Wedding/Civil Partnership Gift
- Employee assistance programme
- Private medical insurance
- Death in service
- Social events