Personal Tax Senior

Brown Butler is a proactive accountancy firm, specialising in the provision of accountancy, audit and taxation services to a wide-ranging client base. We provide Director-led Business Advice that goes beyond the purely financial aspects. With a strong Client service focus our clients find it refreshing that we focus on the bigger picture, maximising value for them. This enables our experienced team to engage with clients to meet their needs at both the local and also international level as part of the DFK International Association.

Our Clients are wide ranging in type and size, with locations predominantly based across Yorkshire and North East of England. One common factor is they are all privately owned whether that be family, business associates or private equity.

To be part of our team the successful candidate will be confident in their work and enjoy variety in their role.

Role Overview

Manage a diverse portfolio of personal tax clients. This role involves ensuring accurate and efficient compliance work by preparing and reviewing personal tax computations and returns, as well as contributing to servicing complex clients and assisting directors in delivering tax planning advice. The ideal candidate will have a strong background in Personal Tax within a practice environment.

Key tasks and day to day responsibilities

• Managing a portfolio of clients as the primary point of contact, including director/shareholders, sole traders, partnerships, property owners with rental income, doctors, dentists, clients with different investments etc
• Review financial documents to ensure accuracy for self assessment returns
• Preparing and reviewing and submitting personal tax returns
• Compliance work, occasional remuneration/dividend planning, exit strategy & business structuring. Including identifying tax planning opportunities
• Providing guidance, training, and support to junior staff
• Build strong rapport with clients, proactively handling queries and resolving issues
• Various ad hoc duties relating to client queries
• Occasional prospective client meetings/calls

Key Skills and Essential Criteria

• Ability to self-manage workload and ensure working within required time
• Experience working in a similar role
• CTA is desirable, but not required
• Knowledge of tax within GP practices including preparation of partnership & partners' tax returns, PCSE practice administration including filing of estimates, type 1 & type 2 certificates would be desirable.

Some flexibility on working of hours, office hours are 8.30am to 5.30pm each day. We are also able to accommodate starting earlier or later if helpful for candidates travel times and requirements.

Benefits: Competitive salary, with private pension scheme with employer contribution up to 5%

Annual leave based on full time of 23 days plus 8 bank holidays plus 1 extra pre-determined day at Christmas

Professional Fees reimbursement

Opportunities for Continued Professional Development