The Company
Become a part of an established 6-partner firm of chartered accountants based in Waterloo, London, with over 100 years of history, serving a diverse client base across the capital, offering a broad range of tax and advisory services.
The Role
We are looking for a motivated Personal Tax Senior to help manage a portfolio of approximately 600 personal tax clients. Our clients include self-employed professionals, company directors, small partnerships and LLPs, non-resident landlords, retirees with investment portfolios, non-domiciled individuals, and high-net-worth individuals (HNWIs).
Key Responsibilities:
- Tax Compliance and Advisory: Work closely with partners and managers on a range of tax compliance and advisory matters.
- Tax Return Preparation: Prepare and review personal tax returns and LLP partnership tax returns across various industries, ensuring timely turnaround.
- Client Engagement: Liaise directly with clients, attend meetings, and identify tax planning opportunities, drafting proposals for their consideration.
- Team Management: Supervise and mentor tax juniors and seniors, ensuring quality and efficiency in their work.
- Tax Due Diligence: Undertake tax due diligence projects for diverse clients.
- Deadline Management: Ensure all tax payment deadlines are met and manage interactions with HMRC regarding tax enquiries.
- Portfolio and Workflow Management: Oversee client workflows, billing, budget management, and work-in-progress (WIP) management.
- Marketing Contributions: Contribute to the firm's marketing strategy by producing articles for the website and suggesting client communications.
- Technology Use: Utilize Microsoft Outlook, Excel, Word, and the CCH software suite for efficient tax management.
- Compliance and Documentation: Prepare Anti-Money Laundering (AML) and Know Your Customer (KYC) documents, as well as fee notes for partner approval.
- Ad-hoc Duties: Perform other duties as required to support the team and department.
About You
You are ATT/CTA qualified or post-qualified, with at least 4 years personal tax experience within a practice environment. You are proactive, detail-oriented, and have a strong ability to manage client relationships and deadlines.
What's in It for You?
- Competitive Salary: With an annual review to ensure it aligns with your experience and performance.
- Career Advancement: Opportunities for professional development and growth within the firm.
- Comprehensive Benefits: Including a pension scheme, life assurance, and a supportive work environment.
- Flexible Working Arrangements: Offering a balance between office and remote work.
- Engaging Workplace: Participate in social events and community engagement initiatives.
Why Join ?
Be part of a firm that values expertise, collaboration, and continuous growth. If you are a driven tax professional looking for a challenging yet rewarding role, we want to hear from you!