Joining a dedicated personal tax team, you will work closely with clients across a wide range of personal tax matters, taking responsibility for a more varied and technical workload. The role will include plenty of personal tax compliance work, but there will also be a strong focus on advisory matters and supporting clients with more complex issues.
This is a largely client facing position, so you will be expected to build strong relationships, handle queries confidently, and provide a high standard of service. Reporting into senior leadership within the team, you will take on more responsibility than a junior member of staff and play an important role in the delivery of work across the portfolio.
Personal Tax Adviser – Benefits
- 25 days holiday
- Hybrid working
- Largely client facing role with technical responsibility
- Exposure to complex personal tax matters
- Clear progression within an established tax team
Personal Tax Adviser – About The Role
Joining a dedicated personal tax team, you will work closely with clients across a wide range of personal tax matters, taking responsibility for a more varied and technical workload. The role will include plenty of personal tax compliance work, but there will also be a strong focus on advisory matters and supporting clients with more complex issues.
This is a largely client facing position, so you will be expected to build strong relationships, handle queries confidently, and provide a high standard of service. Reporting into senior leadership within the team, you will take on more responsibility than a junior member of staff and play an important role in the delivery of work across the portfolio. Key responsibilities:
- Managing a portfolio of personal tax clients
- Preparing and reviewing self assessment tax returns
- Supporting clients with a range of personal tax queries
- Advising on more technical personal tax matters
- Building and maintaining strong client relationships
- Liaising with colleagues across the wider tax team
- Reviewing work and supporting more junior team members where appropriate
- Assisting with trusts work as part of the wider role
The successful Personal Tax Adviser will have:
- ATT qualified
- Previous experience within a UK accountancy practice in personal tax
- Experience managing personal tax compliance work
- Exposure to more technical personal tax matters
- Strong communication skills and a confident client facing approach
- The ability to manage workload effectively and work with a good level of autonomy
- A genuine interest in progressing within personal tax