Personal Tax Consultant

TN United Kingdom; Preston; On-site; GBP 30,000 - 50,000; Full time

Job summary

Join a forward-thinking professional services firm as a Personal Tax Consultant in Preston or Southport. In this role, you will manage a diverse portfolio of clients, ensuring high-quality service while preparing and filing essential tax returns. Enjoy a supportive work environment that values training and development. Your ability to communicate effectively with HMRC and your attention to detail will be crucial as you build strong relationships with clients and collaborate with your team. This is a fantastic opportunity to advance your career in a reputable firm that prioritizes employee growth and client satisfaction.

Qualifications

• Experience managing self-assessment and business tax for clients.
• Strong communication skills with HMRC and attention to detail.

Responsibilities

• Manage a portfolio of approximately 175 clients with high-quality service.
• Prepare and file self-assessment tax returns and forms for clients.
• Handle billing processes and develop client relationships.

Skills

Self-assessment

Capital gains

Business tax

Capital allowances

Benefits in kind

Communication with HMRC

Detail-oriented

IT skills

Tools

IRIS software

Job description

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Join an award-winning professional services firm in either Preston or Southport as a Personal Tax Consultant. Enjoy a friendly work environment and receive excellent training.

Job Overview:

• Manage a portfolio of approximately 175 clients while providing high-quality client service

• Prepare and file self-assessment tax returns, forms P11D(b) and P11D for employer clients

• Communicate with HMRC on behalf of clients and third parties

• Handle the billing process for your portfolio

• Develop good relationships with clients and work well with others in the team

Requirements:

• • Experience with self-assessment, capital gains, business tax, capital allowances, and benefits in kind
• • Ability to communicate with HMRC both in person and over the phone
• • Detail-oriented with strong IT skills
• • Experience with IRIS software is a plus.