Tax Specialist (UK)

Job Title

Department

Location

Job Summary:

We are seeking a skilled and motivated UK Taxation Self-Assessment Specialist (PTR OR CT) to join our team. The ideal candidate will have in-depth knowledge of the UK self-assessment tax system, personal tax returns, and a strong understanding of relevant HMRC rules and guidelines. This role requires someone with exceptional analytical and communication skills, as you will be responsible for managing personal tax filings, ensuring compliance with UK tax laws, and advising clients on tax planning matters.

Key Responsibilities:

• Preparation and Filing of Personal Tax Returns (Self-Assessment)/Corporate Tax Returns

• Prepare and submit self-assessment tax returns for a portfolio of individuals, ensuring accurate reporting of income, deductions, and applicable reliefs.
• Review financial records and other relevant information to ensure compliance with UK tax regulations.

• Client Management

• Develop strong relationships with clients to understand their financial positions and provide advice on tax-efficient strategies.
• Respond to client queries, providing clear, concise, and effective guidance on tax matters.

• Tax Compliance & Reporting

• Ensure compliance with HMRC guidelines, deadlines, and tax payment obligations.
• Monitor and ensure the timely submission of tax returns to avoid penalties or late submission charges.

• Tax Planning & Advice

• Provide clients with personalized advice on tax planning opportunities, including allowable expenses, tax reliefs, and other deductions.
• Advise clients on the implications of life changes (e.g., marriage, investments, inheritance) on their tax situation.

• HMRC Communication

• Liaise with HMRC on behalf of clients, responding to inquiries, audits, or any notices received regarding tax returns or filings.
• Keep updated on the latest tax laws and changes in regulation that may affect personal tax returns.

• Records Management and Documentation

• Ensure all client documentation and records are maintained in an organized, secure manner.
• Maintain up-to-date knowledge of tax legislation, ensuring accurate and up-to-date submissions.

Key Requirements:

• Education & Qualifications

• A degree in accounting, finance, or a related discipline.
• ACA/ACCA/CTA (or equivalent) qualified or part-qualified is preferable but not essential.

• Experience

• Proven experience preparing UK self-assessment tax returns (personal tax).
• Strong understanding of UK tax law, including income tax, capital gains tax, and allowable deductions.
• Experience working with HMRC, understanding tax codes, and handling compliance matters.

• Skills & Abilities

• Excellent attention to detail with strong analytical and problem-solving skills.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Strong verbal and written communication skills, with the ability to explain complex tax matters to clients.
• Proficient in using tax software (e.g., Xero, TaxCalc, or similar tools).