Personal Tax Semi Senior

Personal Tax & Compliance Semi-Senior

Chipping Sodbury Full-Time Office-Based

Join a Growing Accountancy Practice with an Outstanding Reputation

Due to continued growth and increasing client demand, an exciting opportunity has arisen for a Personal Tax & Compliance Semi-Senior to join a well-established and highly regarded accountancy practice in Chipping Sodbury.

The firm has built an exceptional reputation for delivering excellent client service and now supports more than 800 loyal clients across the region. Such is the demand for their services that the business is currently turning away new work, making this a particularly exciting time to join.

This is a busy, dynamic, and collaborative environment where no two days are the same. The successful candidate will become part of a close-knit team currently consisting of a Partner and six team members, with ambitious plans to expand to a team of ten in the near future.

The Role

Reporting to the Client Manager, you will support the preparation of personal tax returns, sole trader accounts, VAT working papers and Making Tax Digital (MTD) reporting requirements. You will play a key role in ensuring client information is accurately prepared, organised and ready for review.

This position would suit someone who enjoys working within a structured environment, has strong attention to detail, and takes pride in producing high-quality work.

Key Responsibilities

Personal Tax Preparation

• Prepare Self-Assessment tax returns, including employment, interest, dividend and rental income.
• Accurately input information into tax software.
• Produce supporting working papers in line with company standards.
• Identify missing information and liaise internally to obtain outstanding details.
• Ensure returns are complete and ready for review.

Sole Trader Accounts

• Prepare income and expenditure accounts for sole traders.
• Analyse bank transactions and categorise income and expenses.
• Prepare figures for inclusion in Self-Assessment returns.
• Highlight unusual items or missing information where appropriate.

MTD Reporting Support

• Prepare monthly and quarterly income and expenditure summaries.
• Ensure reporting periods are complete and accurate.
• Maintain consistency across working paper templates.
• Identify missing information and resolve issues promptly.

VAT Compliance Support

• Assist with VAT analysis and preparation of working papers.
• Reconcile figures to source documentation.
• Identify standard-rated, reduced-rated and zero-rated transactions where appropriate.
• Escalate any uncertainty regarding VAT treatment.

Information & Workflow Management

• Maintain organised and accurate client records.
• Ensure digital files are complete and up to date.
• Manage workloads effectively to meet personal tax and VAT deadlines.

About You

• A methodical and organised approach to work.
• Previous experience within tax, accounts or an accountancy practice environment would be advantageous.
• Experience in personal tax returns

What's on Offer?

• Join a highly respected and growing accountancy practice.
• Work with a loyal client base of over 800 clients.
• Be part of a thriving business experiencing sustained growth.
• Opportunity to join a team with ambitious expansion plans.
• Supportive and collaborative office-based environment.
• Genuine career progression opportunities for those who wish to develop and advance.
• Competitive salary