Personal Tax Consultant

Levitate Recruitment; Preston; On-site; GBP 35,000 - 45,000; Full time

Job summary

Join an award-winning professional services firm as a Personal Tax Consultant in Preston or Southport. In this role, you'll manage a diverse portfolio of clients, ensuring high-quality service and effective communication with HMRC. The position offers a friendly work environment and excellent training opportunities.

Qualifications

• Experience with self-assessment, capital gains, business tax.
• Ability to communicate effectively with HMRC by phone and in person.
• Strong detail orientation and IT proficiency.

Responsibilities

• Manage a portfolio of approximately 175 clients.
• Prepare and file self-assessment tax returns and forms for employer clients.
• Handle communication with HMRC on behalf of clients.

Skills

Detail-oriented

Strong IT skills

Communication with HMRC

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.