Tax Specialist – South Devon


Within this role you will be responsible for providing the firm with all necessary Tax support. This includes assisting with a wide variety of ad hoc Tax queries, advisory work as well as Corporate and Personal Tax compliance for a variety of clients, delivering efficient management of client tax returns and correspondence with the client and HMRC where appropriate.

Role & Responsibilities

  • Review of Tax Returns for individuals, trusts and partnerships as well as Corporate Tax Returns
  • Preparation of correspondence for submission to client and HRMC, directly liaising with both parties throughout
  • Assistance with the provision of pro-active tax planning for clients
  • Provide Tax compliance and advisory services for a wide range of clients
  • Comply with internal policies and procedures, ethical standards and regulatory requirements
  • General admin duties to provide support to Partner, managers, and the office
  • Manage a 300+ client portfolio
  • Billing
  • Tax Planning including IHT
  • Probate Work
  • Dealing with pure Tax PNC’s (potentially new clients)
  • Help Train Juniors in Tax, as well help manage their workloads
  • Provide assistance firm wide with all Tax queries, ranging from juniors up to Partners
  • Ad Hoc Work, including R&D claims, Capital Gains, Employment Taxes, company restructuring, and a significant amount of various other Tax issues

Required Experience

  • Approximately 3 years’ experience in practice

Desired Skills

  • ATT qualified or equivalent with 5 years experience
  • Probate qualification desirable but not required
  • Tax software such as CCH or similar essential
  • Ability to show initiative and work within a team
  • Ability to build good client relationships
  • Excellent communication and interpersonal skills that enable you to build rapport with people at various levels
  • Strong organisational skills and the ability to manage own workload in a timely manner while all the time ensuring we exceed client expectations
  • Knowledge of accounting software such as Sage, QuickBooks, or Xero – desirable but not essential


  • ATT qualified or equivalent with 5 years experience


  • 20-25 days holiday, plus bank holidays
  • 1 extra holiday day for Christmas
  • An additional 0.5 days holiday after each year
  • Flexi time
  • Medicash cash plan
  • Online discount shopping portal
  • Access to a 24 hour employee helpline
  • 1 day working from home
  • Payment of 1 professional subscription per year
  • Fully funded training qualifications
  • Training bonuses for AAT, ACA and ACCA student
  • Parking permit salary sacrifice
  • Employee referral bonus of up to £1500
  • Dress down Friday
  • Wellbeing team
  • Life assurance after 1 year for Senior Managers