Overview

Our client, a leading national accountancy Practice is looking to recruit an an experienced and driven Personal Tax professional into its Barnsley office to provide expert advisory and compliance services to a portfolio of clients whilst building lasting relationships and delivering high-quality solutions to meet their tax needs.

Duties

• Managing a portfolio of clients, providing tax services that meet and exceed their expectations.
• Preparing tax returns in line with standard procedures, ensuring accuracy and compliance.
• Advising SME limited companies, larger partnerships, and high-net-worth individuals (HNWIs) on detailed and complex tax issues, including CGT, IHT, personal, and business tax planning.
• Building strong client relationships to deliver innovative and forward-thinking solutions.
• Acting as a line manager for junior team members, mentoring them and reviewing their work.
• Ensuring all deliverables are completed within agreed timeframes and budgets.
• Keeping up to date with changes in tax legislation to ensure clients receive the best possible advice.

Requirements

• ATT qualified (CTA qualification preferred).
• Extensive experience managing a portfolio of tax clients.
• Strong knowledge of tax planning for SMEs and high-net-worth individuals.
• Excellent interpersonal and communication skills with a client-centric approach.
• Proven ability to manage and mentor team members.
• A proactive and commercially minded outlook.
• Competent in using relevant tax software and tools.

On Offer

• Hybrid working
• Company Pension Scheme
• 25 days of annual leave + bank holidays
• Additional annual leave days from certain levels of seniority
• Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum
• Business closure over Christmas*
• Life Assurance x4 annual salary
• Enhanced family leave policies
• Enhanced Company Sick Pay
• Employee Assistance Programme - 24/7 support, free and confidential
• Corporate Discounts Platform
• Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as: Critical Illness Cover, Cash plan, Cycle to work, Eye care, Dental *subject to exceptions and business needs