Personal Tax Semi Senior

Tax Semi Senior - Personal Tax
Top 20 accountancy firm
Newbury based

Butler Rose public practice are excited to be partnering with a top 20 accountancy practice who are looking to recruit a Tax Semi Senior in Newbury. Working for this ambitious firm, you will be teamed with experienced accountants and business advisors to service a portfolio of HNWI's, Partnerships, and Trusts.

Requirements:

• ATT or CTA qualified or equivalent
• Minimum of 2 years tax specific experience from a UK accountancy practice.
• Minimum of 1 years' experience working with high net worth individuals, trusts, and partnerships.

Main duties:

• Administer a portfolio of clients including HNWI's, Partnerships and Trusts.
• Request and collate information, prepare and submit self-assessments for clients. Advise payment amounts and deadlines.
• Consider and advise on basic tax planning opportunities for clients.
• Maintain client relations through email and telephone contact, participate in client meetings.
• Assist other members of staff and directors with their tax queries. Encourage further reading if necessary.
• Correspond with HMRC concerning routine tax matters (i.e. tax codes, checking repayments / tax calculations), assist with the handling of HMRC enquiries.
• Undertake tax planning research projects under the direction of the Tax Director and Senior Tax Manager and prepare reports to summarise the project findings.
• Prepare capital gains tax calculations. Maintain share and asset pool database for relevant clients.
• Consider budgets and draft bills for Directors approval on own cases.
• Complete supported study and keep up to date with professional CPD requirements.
• Develop a keen understanding of crypto assets, relevant platforms and exchanges, transaction identification and tax software and reporting, to support the Senior Tax Manager.
• Assist with the P11D process for the firm's clients. Prepare and file P11D(b)'s and related in-year forms (such as the P46(car)) with HMRC.
• Prepare PAYE Settlement Agreements for review and submission to HMRC.
• Ensure compliance with the firm's Anti-money laundering and other policies.

This is a brilliant opportunity for someone wanting to gain entry into a top firm, whilst also being able specialise in high profile tax work.

Apply today and don't miss out on having your CV considered.

This role is being managed by fay Jones at Butler Rose Public Practice.

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.