Personal Tax Senior

Business Solutions is a department within the HW Fisher organisation providing a “one-stop shop” for SMEs and owner managed businesses, as well as individuals, including personal and corporate tax, accounting, and VAT functions. The department looks after a range of clients in various sectors, though there is a particular interest within the authors and journalists and sports sectors.

Our Sports Group sits within the Business Solutions department and advises a growing portfolio of professional athletes (including many footballers), coaches, agents and other individuals working across the sports sector. The team supports clients with their UK personal tax compliance and wider tax affairs.

The Role:

We are looking for an enthusiastic Personal Tax Senior to join the Sports Group within the Business Solutions department.

The candidate will be ATT part or fully qualified with 3-4 years’ personal tax experience. They will take day-to-day responsibility for a portfolio of 180 sports clients, preparing personal tax returns, managing compliance deadlines and liaising directly with clients and their advisers.

The candidate will work closely with experienced colleagues contributing to advisory assignments and will also support junior colleagues. Full support may be given by the firm towards a relevant professional qualification, such as CTA.

Key Responsibilities

The responsibilities of the role are varied and will include the following:

• Assisting with the preparation of UK Self-Assessment tax returns
• Collating and reviewing client information, preparing tax projections and assisting with clients with associated matters
• Assisting with MTD
• Correspondence with HM Revenue & Customs including amending PAYE Coding Notices
• Maintaining accurate client records, tax return trackers and electronic files
• Undertaking technical research and training appropriate to the role
• Supporting senior team members with ad hoc personal tax and sports-related assignments
• Building professional relationships with clients and contacts and contributing to team and business development activities

Skills, Knowledge & Expertise

This role would suit an ATT part-qualified or fully qualified tax professional with 3-4 years’ relevant personal tax experience, ideally gained within an accountancy practice.

Candidates should be confident preparing personal tax returns, managing their own workload and communicating directly with clients. Previous experience of sports clients would be very advantageous but is not essential.

We are looking for the following qualities and skills:

• A sound working knowledge of UK personal tax and practical experience of preparing Self-Assessment tax returns and supporting computations.
• Experience of managing a client portfolio and meeting compliance deadlines.
• Excellent attention to detail and a methodical approach.
• Clear written and verbal communication skills, with the confidence to explain tax matters to clients.
• Good organisational skills and the ability to manage competing priorities.
• A proactive, collaborative and client-focused approach, with the ability to work independently and recognise when to seek guidance.
• Discretion when handling confidential personal and financial information.
• An interest in the sports sector is desirable and a willingness to develop specialist knowledge.

The successful candidate should have a good working knowledge of Microsoft Excel, Word and Outlook, together with practical experience of personal tax software. Training will be provided on the firm’s systems and sports-specific tax matters.

Support towards completing ATT and progressing to CTA may be available, subject to the firm’s training policy.

Belong @ Sumer

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