Tax Senior

Tax Senior
Permanent, Full-time
Reading

A reputable firm of Chartered Accountants, located in a central town area, is looking for an experienced private client tax senior to join their team. The successful candidate will report directly to the Senior Tax Manager.
Responsibilities:

• Managing a portfolio of self-assessment tax clients, including individuals, partnerships, and trusts. Tasks include preparing annual tax returns, managing budgets, billing, and providing tax advice as needed.
• Offering advisory services for Capital Gains Tax, Inheritance Tax, and Estate planning.
• Preparing various tax forms, such as P11ds, PSA, ATEDs, and relevant documents for clients.
• Effectively communicating with colleagues, clients, and HMRC via phone, email, and written correspondence.
• Supervising and mentoring junior tax staff.
• Meeting with prospective clients and assisting with their onboarding process.
• Supporting departmental management with scheduling and workflow tasks.

• Previous experience in accountancy practice.
• Strong knowledge of and proficiency with tax software.
• Ability to work independently and manage tasks without direct supervision.
• Excellent interpersonal skills.
• Attention to detail and the ability to meet deadlines in a dynamic office environment.