Location: Leeds
Hours: Full-time (37 hours per week). Some flexibility on working of hours, office hours are 8.30am to 5.30pm each day.
We are currently working with a proactive accountancy firm, specialising in the provision of accountancy, audit and taxation services to a wide-ranging client base. Their Clients are wide ranging in type and size, with locations predominantly based across Yorkshire and North East of England.
The successful candidate will be confident in their work and enjoy variety in their role.
Role Overview:
Manage a diverse portfolio of personal tax clients. This role involves ensuring accurate and efficient compliance work by preparing and reviewing personal tax computations and returns, as well as contributing to servicing complex clients and assisting directors in delivering tax planning advice. The ideal candidate will have a strong background in Personal Tax within a practice environment.
Key tasks and day to day responsibilities include:
- Managing a portfolio of clients as the primary point of contact, including
- director/shareholders, sole traders, partnerships, property owners with rental
- income, doctors, dentists, clients with different investments etc
- Review financial documents to ensure accuracy for self-assessment returns
- Preparing and reviewing and submitting personal tax returns
- Compliance work, occasional remuneration/dividend planning, exit strategy &
- business structuring. Including identifying tax planning opportunities
- Providing guidance, training, and support to junior staff
- Build strong rapport with clients, proactively handling queries and resolving
- issues
- Various ad-hoc duties relating to client queries
- Occasional prospective client meetings/calls
Key Skills and Essential Criteria:
- Ability to self-manage workload and ensure working within required time
- Experience working in a similar role
- CTA is desirable, but not required
- Knowledge of tax within GP practices including preparation of partnership &
- partners’ tax returns, PCSE practice administration including filing of estimates,
- type 1 & type 2 certificates would be desirable.
Benefits:
- Competitive salary, with private pension scheme with employer contribution up to 5%
- Annual leave based on full time of 23 days plus 8 bank holidays plus 1 extra pre-
- determined day at Christmas
- Professional Fees reimbursement
- Opportunities for Continued Professional Development
For more information, please contact the below recruiter:
Liam Daly
Lead Associate Recruitment Consultant
T: 07548 836 700
E: liam@supreme-ss.com