Personal Tax Senior

Job Description

Hiring :
Personal Tax Senior

Salary : 35000 - 45000

Location :
Crewe Cheshire Flexible Working Available

Lead Personal Tax Compliance with an Expanding Practice

Are you a fully qualified tax professional with 5 years practice experience ready to take ownership of a personal tax portfolio and lead client relationships Our client a well-established chartered certified accountancy firm in Crewe with over 20 years of excellence is seeking a Personal Tax Senior to join their expanding tax department.

This is an outstanding opportunity to manage your own portfolio of personal tax clients handle complex tax matters and develop junior team members. With clear progression to management level excellent remuneration and a supportive culture this role offers the perfect platform for ambitious tax professionals looking to advance their careers.

As a Personal Tax Senior youll take full responsibility for managing a diverse portfolio of personal tax clients from straightforward self-assessment returns to complex tax planning matters. Youll work independently on most assignments provide technical tax advice and act as the primary point of contact for clients. Youll also supervise and mentor junior tax staff whilst contributing to the growth and development of the tax department.

This is a full-time position with flexible working arrangements available offering excellent work-life balance in a professional practice environment that values technical excellence client service and staff development.

• Prepare and review self-assessment tax returns for individuals partners sole traders and trustees
• Manage a diverse portfolio of personal tax clients with varying complexity levels
• Calculate income tax liabilities capital gains tax and other personal tax obligations
• Ensure accurate completion and timely submission of all tax returns and computations
• Review tax returns prepared by junior staff for accuracy and compliance
• Identify and claim all available reliefs allowances and exemptions
• Prepare partnership tax returns and allocation of profits / losses to partners
• Handle trust and estate tax returns including income tax and capital gains tax
• Manage non-resident and domicile tax matters including split-year treatment and remittance basis
• Prepare provisional and amended tax returns where required

• Calculate and advise on capital gains tax for individuals and trustees
• Prepare CGT computations for property disposals share sales and other asset disposals
• Advise on principal private residence relief lettings relief and business asset disposal relief
• Calculate and claim entrepreneurs relief (now business asset disposal relief) where applicable
• Advise on CGT planning opportunities including use of annual exemptions and losses
• Handle share reorganisations takeovers and corporate actions for CGT purposes
• Prepare real-time CGT returns for property disposals within 60-day deadline

• Provide proactive personal tax planning advice to clients
• Advise on income tax efficiency including dividend planning pension contributions and gift aid
• Develop tax-efficient strategies for property investors and landlords
• Advise on inheritance tax planning including lifetime gifts trusts and estate planning
• Provide guidance on tax-efficient investments (ISAs pensions EIS SEIS VCTs)
• Advise on remuneration planning for owner-managers and directors
• Support clients with retirement planning and pension tax matters
• Identify and implement tax saving opportunities across all taxes
• Prepare tax projections and forecasts for clients financial planning

• Act as primary point of contact for personal tax clients
• Build and maintain strong trusted relationships with clients
• Conduct client meetings to discuss tax matters planning opportunities and compliance
• Communicate complex tax matters clearly and in plain English to clients
• Respond to client queries promptly and professionally
• Provide excellent client service that enhances the firm's reputation
• Identify opportunities for additional services and cross-selling
• Support business development activities…