Personal Tax Senior, Southampton

Personal Tax Senior PURPOSE OF ROLE To manage a varied personal tax portfolio dealing with all routine personal tax compliance, preparation of tax returns and ad hoc advisory work. The role requires an individual who takes ownership/responsibility of the portfolio under the guidance of a Supervisor/Manager. JOB CONTENT Dealing with correspondence from clients and HMRC, via letters, email and telephone Completion of personal tax returns, liaising with clients/third parties to collate information, knowledge of CCH software useful Data preparation and data entry, preparation of simple income/expenditure/letting accounts Excellent understanding of UK tax compliance cycle and planning for key deadlines/setting targets Checking tax statements of accounts - advising tax payments and payments on account Electronic filing of tax returns Checking tax statements of accounts Assisting with P11D delivery Assisting at client meetings Dealing with new client set up procedures, letters of engagement and client ID procedures Proposing and raising client bills, reviewing debtors Reporting directly to Senior Manager and Partners ESSENTIAL Ideally ATT Qualified Understands the personal tax compliance cycle (with around 3 years` experience) A driven individual who takes ownership/responsibility of their portfolio Assisting with ad hoc personal tax advisory work Develop excellent client relationships Understanding of chargeable time/ billing procedures and chasing debtors DESIRABLE Working knowledge of CCH personal tax software Knowledge of UK residency and domicile rules useful P11D preparation but not essential