Mixed Tax or Personal Tax Senior- Stoke on Trent

Taxation; Hempstalls; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

A reputable tax consultancy in the United Kingdom is looking for a Tax Senior to manage a varied portfolio of personal tax clients. This role involves processing self-assessment returns, preparing P11D forms, and collaborating with clients and HMRC. The firm values professional development with a fully funded study support package available. This position offers a friendly team environment and operates on a hybrid basis—ideally three days working from the office.

Benefits

Study support

Free parking

Qualifications

• Experience managing client relationships independently.
• Knowledge of IHT, CGT, Income Tax, and Company Tax issues desirable.
• Experience of corporate restructuring is desirable.

Responsibilities

• Process self-assessment and personal tax returns efficiently.
• Prepare and complete P11D forms.
• Communicate with colleagues, clients, and HMRC when required.
• Provide ad-hoc assistance with tax queries and projects.

Skills

Proven experience within an accountancy practice

Strong technical expertise in personal tax

Excellent attention to detail

Proficiency in self-assessment software

Education

CTA qualification or nearing qualification

Job description

Well regarded long standing independent firm is looking for a new tax hire. You will need a background in UK mixed or personal tax. As Tax Senior, you will be responsible for managing a varied portfolio of personal tax clients, from sole traders, property investors to simple directors of owner managed businesses, with the opportunity to work with larger more complex clients.
This firm's people-first culture emphasises professional development and continuous learning. You will receive personalised training to enhance your leadership and tax skills, enabling you to become a trusted business adviser.
A full funded study support package is available.

Key Responsibilities

• Processing self-assessment and personal tax returns efficiently and accurately.
• Preparing and completing P11D forms
• Communicating with colleagues from other departments, clients, and HMRC by telephone, email, and in writing where required
• Ad-hoc assistance with tax queries and projects

Skills and Experience

• CTA qualification (or be nearing qualification).
• Proven experience within an accountancy practice, with the ability to manage client relationships independently.
• Strong technical expertise in personal tax and capital allowances for sole traders and parthnerships.
• Sound tax advisory knowledge. Owner managed businesses and families covering IHT, CGT, Income Tax and Company Tax issues is desirable but not essential.
• Experience of corporate restructuring desirable but not essential.
• Excellent attention to detail and ability to manage multiple deadlines.
• Proficiency in self-assessment software essential.

Great opportunity with good benefits, study support and free parking. Great local role in a friendly team. This firm works on a hybrid basis - ideally 3 days in the offer. Unfortunately they can't offer visa sponsorship.