Experienced hires

Tax Semi-Senior
Hertford

Job Purpose

We are looking for someone with energy, ambition and a strong sense of commitment to join our Tax Team in Hertford. The main purpose of this role is undertake all aspects of the preparation to submission of personal tax returns, whilst maximising practice efficiency and income by ensuring completion to specified standards.

 

Key Responsibilities

  • to service an allocated portfolio of private clients
  • to identify any additional tax advice required within the portfolio
  • assist with any HMRC tax enquiries that may arise
  • undertake relevant CPD and share technical knowledge gained with the wider team
  • to support the Partners in delivery of services to their clients
  • assist with the annual preparation of P11D forms
  • liaise with our financial planning team regarding potential client investments
  • undertake relevant CPD and share technical knowledge gained with the wider team
  • to support the tax team in delivery of services to clients
  • liaise with our financial planning team regarding potential client investment
  • Where experience allows, manage a small portfolio of private clients; and
  • carry out advisory work under the supervision of a Tax Manager

 

Person Specification

  • For an Assistant – strong educational background
  • Computer experience - Word, Excel and Tax Return preparation packages – essential
  • For a semi-senior ATT qualified – desired; and
  • Previous and demonstrable practice experience in a similar role - essential

 

Skills Required

  • Team player able to develop good relationships with clients and within the firm
  • Ability to manage workload and time effectively
  • Self-motivation and positive attitude
  • Effectively solve problems
  • Excellent attention to detail
  • Professional and approachable manner with effective communication skills

 

To be considered for this role, please send your CV complete with salary expectations to anna.gibbs@wilkinskennedy.com (FAO Anna Gibbs, Regional Recruitment Manager) or apply direct here.

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