- Preparing personal, partnership, and trust tax returns
- Managing a portfolio of approximately 350 personal tax clients, handling the entire process from data collection to submission and billing
- Acting as the main point of contact for clients, advising on tax liabilities and liaising with HMRC as required
- Reviewing corporate tax computations as part of the financial reporting process, finalising returns, and obtaining client approval before filing
- Managing P11D benefits reporting, ensuring compliance and timely submission
- A proactive and detail-oriented approach to tax compliance and advisory work
- Strong organisational skills
- Excellent communication skills