Personal Tax Senior

Posted 13 April by AJ Chambers

AJ Chambers are currently exclusively recruiting for a Personal Senior vacancy at an award-winning accountancy practice based in Bury St Edmunds. This is an ideal opportunity for someone who wants to further develop their skills and eventually progress into a managerial role.

You will be part of a successful Personal Tax team and responsible for the provision of high quality compliance and advisory services for a range of private clients including high net worth individuals, directors of small and medium sized companies and Trustees.

Personal Tax Senior Responsibilities

  • Managing your own portfolio of Clients
  • Reviewing work completed by junior members of staff
  • Providing capital gains, inheritance tax and VAT advice
  • Report letter drafting for clients’ tax advice
  • Preparing trust tax computations and offering advice to clients
  • PAYE compliance reviews and PAYE settlement agreements
  • VAT investigations
  • Meeting with new and existing clients to progress projects and strengthen relationships
  • Providing technical advice to all sectors of the firm
  • Attending meetings with clients to discuss and finalise tax matters
  • Assisting in the management of work in the department
  • Monitoring and recording staff performance

Tax Manager Requirements

  • CTA qualified or able to demonstrate relevant experience
  • ACCA/ACA or STEP qualification would be beneficial in addition but certainly not essential
  • Experience in a client facing role, managing a private client portfolio in the past
  • Proven tax compliance experience including; Capital Gains Tax planning, Remuneration planning, IR35, Trusts/IHT, P11D, Property income
  • Ability to interact effectively with all colleagues across the group and wider business
  • Understanding of how to use CCH would be ideal
  • Willing to occasionally travel to other office sites across Suffolk

For more information on this Personal Tax Senior role, please apply directly or contact Max Evans at AJ Chambers

Personal Tax Senior - Bury St Edmunds

Application question

Recent Public Practice Experience?

Reference: 34583779

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