The role involves managing a diverse portfolio of personal tax clients, including high net worth individuals (HNWIs), company directors, and sole traders. You will ensure all compliance work is executed accurately and efficiently by preparing and reviewing personal tax computations and returns. Additionally, you will contribute to servicing complex clients and assist partners in delivering tax planning advice.
Key Responsibilities:
Managing a portfolio of clients as the primary point of contact
Preparation and review of personal tax returns
Providing guidance, training, and support to junior staff
Identifying tax planning opportunities for individuals and trusts
Assisting partners with tax consulting relevant to HNWI and trusts when needed
Skills and Experience:
Strong background in Personal Tax within a practice environment
This is a great opportunity for a tax professional to join a truly independent firm.
If you are interested in this Personal Tax Senior opportunity or would like any further information, please do not hesitate to contact Richard Warwick at IPS Finance.
IPS Finance has 45 years experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities
Salary description
£40000.00 - £50000.00 per year