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- Managing a personal tax portfolio including complex cases, high net worth individuals, ensuring tax returns are completed and filed by the deadline.
- Completing and complying with all tax return control procedures.
- Checking and updating client PAYE codes.
- National Insurance calculations.
- Dealing with client and HMRC correspondence.
- Preparing trust and partnership returns.
- Undertaking more complex CGT calculations.
- Undertaking income tax planning for clients.
- Tax responsibility for training junior staff as guided by the tax manager.
- Assisting the tax manager to ensure junior staff manage their portfolios.
- Billing clients.
- Taking responsibility for own training records.
- Maintaining progress reports.
- Up-to-date technical knowledge of taxation and the firm's software packages.
- Awareness of departmental objectives and key performance indicators.
- Ability to use sector software, particularly accounts preparation, Excel, Word, and email systems.
- Adapting to different audiences and able to thoroughly research available data and present findings in a way that can be understood by both clients and staff.
- Willingness to combine the demands of a full-time role while studying for further qualifications.
- Good IT skills, including Microsoft Word and Excel, and IT applications.
- Genuine work-life balance.
- 33 days holiday, including bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days).
- Competitive salary package.
- Employee Recognition awards.
- Accredited Investor in People.
- New and improved programme for succession planning and supportive management structure to help you realise your potential.
- And more.
Accounts and Audit Senior, Accounts and Tax, Accountant - Preston - Baker Tilly International

1 month ago

Description
As a top-tier firm of chartered accountants, tax and business advisers, we work in partnership with clients ranging from entrepreneurs and individuals to multinational corporations.
We leverage our national network of offices to offer a comprehensive range of financial and business strategy services to clients across the UK, enabling them to achieve profitable growth and build sustainable long-term success.
Our agile and responsive approach allows us to have the right conversations with clients at the right time, identifying their goals and business needs both now and in the future.
Key Responsibilities:
Essential Skills:
About Us:
We have won multiple industry awards, including National Firm of the Year, Tax Team of the Year, Graduate and Non-Graduate programme of the Year, Best Advisory Services, and most recently the gold standard accreditation by Investors in People.
Benefits:
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