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Location: Stratford-upon-Avon
Position: Personal Tax Senior
About Us: We are a dynamic and forward-thinking firm dedicated to providing exceptional tax services to our diverse client base. We pride ourselves on our positive work environment and commitment to professional growth.

Full benefits available for the Personal Tax Senior

Study support package
Pension scheme
Group life assurance 4 x salary
Healthcare cash plan (eligibility after successful completion of probation period)
Buy and sell holiday scheme
Regular training and development - continuous development and support not only for your professional qualifications but also for your personal goals and aspirations
Salary – £30,000 - £40,000 dependent on the experience and background of the right professional
Hours - Monday to Friday, 37.5 hours flexible in between core hours 8:00am – 6:30pm.
Monthly Perkbox points – this includes free Café Nero drinks, Gregg’s food and many more
A lovely new, modern open plan office with a team of 50
Free parking outside. No need to park and walk!
Friendly team and casual dress 
Job Description

Joining as a Personal Tax Senior based from the firms Stratford-upon-Avon offices you will focus on delivering personal tax compliance, whilst as you develop within the firm and role there will be increasing client contact and scope for involvement in delivering wider tax planning services. You will build relationships with clients and look to provide a quality compliance service, working with the wider management and director team. The role and firm provides an excellent opportunity for you to develop your personal tax career.

Key Responsibilities:

Manage a portfolio of over 150 clients, ensuring timely and accurate tax compliance
Prepare and review Capital Gains Tax (CGT) returns
Handle tax matters for non-resident clients
Provide high-quality advisory services alongside compliance work
Principal point of contact for clients, working closely with them to understand developments in their personal tax affairs, ensuring they are up to date with their compliance obligations and legislative changes, helping them assess the impact for them and keeping abreast of new opportunities
Manage a variety of compliance matters
Ensure clients are up to date with their compliance obligations and legislative changes, helping them assess the impact for them and keeping abreast of new opportunities
Review tax returns and computations
Ensure efficient and risk-managed delivery
Responsible for complying with all internal risk management procedureQualifications:

3-5 years of experience in tax
Familiarity with CCH software (preferred but not essential)
Experience with CGT returns and non-resident clients
Working towards ATT qualification, if not already qualifiedPersonal Attributes:

Positive work ethic and a proactive approach
Excellent customer service skills, with a focus on client satisfaction
Must have access to own car due to the location