Tax Senior

This is an excellent opportunity for a candidate with a degree, ATT or equivalent experience to join a leading North Oxfordshire practice in the role of Tax Senior. Training will be supported for further qualifications such as CTA if desired.

Purpose of the Role

To provide a high-quality service to clients as part of the growing Tax and Wealth Planning Team, with specific ownership of a portfolio of personal tax clients. To contribute to the development of the practice under supervision and develop personal knowledge in other areas of taxation.

Responsibilities

• Prepare personal tax returns based on information supplied by clients, advise on tax payable and payment dates, and meet deadlines.
• Liaise with HM Revenue & Customs on various compliance matters.
• Prepare CGT computations and 60-day returns on a regular basis and support trainees with this work.
• Prepare and assist with specialist tax work such as ATED, VAT options to tax, capital taxes, stamp duty land tax, national insurance contributions, and share schemes.
• Liaise with clients on a regular basis to obtain relevant information to complete simple accounts and tax returns.
• Review tax returns prepared by junior members of the team.
• Identify tax planning opportunities and additional services to raise with clients.
• Assist and train junior members of the team with accounts and tax matters.
• Monitor own job quality and quantity in line with agreed budgets.
• Monitor own chargeable time and ensure maximum recovery.
• Attend courses that are appropriate to the job role and to ensure compliance with CPD requirements.
• Generation and referral of leads to our client's weallth planning department.
• Prepare tax returns for other entities such as partnerships, trusts, and estates.
• Register trusts using the Trust Registration Service.
• Provide tax assistance to other departments within the Firm when required.
• Support Managers in the development and overall management of the Tax Team.

Critical Skills Required:

• Strong computer literacy, including Microsoft Office products
• Ability to communicate effectively with clients and colleagues
• Excellent problem-resolution skills and ideas generation ability
• Strong technical ability and accuracy with advice and recording
• Excellent problem-resolution skills and ideas generation ability

Critical Knowledge Required:

• Knowledge of all personal and business taxes
• Knowledge of capital taxes, including capital gains tax and inheritance tax
• Familiarity with taxation software and interaction with HMRC online services.

Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship, either currently or in the future. This includes those currently on a graduate visa.

Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and abilities to perform the duties of the job.