Job Description

About the Role:

We are an established and growing accountancy practice based in Shirley, and we are looking for a motivated Tax Senior to join our team. This role is ideal for someone with significant experience in tax, looking to work in a supportive and flexible environment.

The successful candidate will be responsible for managing your own portfolio of personal tax clients and working alongside the Head of Private Client Tax on a range of tax compliance and advisory tasks, including taking the lead on P11Ds. The ideal candidate will have experience in preparing self-assessment tax returns, and P11D forms, with an interest in developing into advisory work.

Key Responsibilities:

Prepare and submit Self-Assessment Tax Returns for a diverse client base, including sole traders, landlords, company directors, and High Net Worth Individuals. Complete and submit P11D forms Prepare and review Capital Gains Tax (CGT) computations and related disclosures Liaise with clients to gather necessary information and provide tax advice where required Communicate with HMRC on behalf of clients to resolve queries and handle correspondence Maintain accurate and up-to-date client records using tax software and internal systems Assist the Head of Private Client Tax with advisory work and trust compliance Keep up to date with changes in tax legislation and best practice
Requirements:

Essential:

Confidence managing a large portfolio of tax returns for directors, self-employed, and landlords 2 years experience with OMB work Experience preparing a range of P11Ds Strong understanding of employment taxes Experience liaising with HMRC on a range of simple and more complex issues Willingness to extend knowledge into trust compliance Interest in and aptitude for advisory work Attention to detail Working knowledge of Microsoft Excel and other Microsoft Office applications A passion for delivering excellent client service
Desirable:

Qualified or part-qualified ATT, CTA, or STEP Experience with trusts and/or estates Experience in advisory work Knowledge of CCH software
What We Offer:

Competitive salary, dependent on experience Hybrid working options (office/home) - after initial probationary period 37.5 hours per week, with flexible start/finish times Supportive, friendly working environment Professional development opportunities and study support if applicable On-site parking and accessible public transport links
Job Types: Full-time, Permanent

Pay: 37,500.00-42,500.00 per year

Benefits:

Company pension Flexitime On-site parking Work from home
Work Location: Hybrid remote in Solihull B90 3AD

Reference ID: Tax Senior