Personal Tax Senior

Si Recruitment; Aberford; Vor Ort; GBP 42.000 - 64.000; Vollzeit

Zusammenfassung

SI Recruitment Limited are recruiting on behalf of a busy Baildon accountancy practice seeking an experienced Personal Tax Senior to manage a portfolio of personal tax clients, providing compliance and advisory support. The role covers Self Assessment, tax planning, and liaising with HMRC, with opportunities for career progression in a supportive, forward-thinking firm.

Part-time options available and a focus on quality service.

Qualifikationen

• Recent experience working within an accountancy practice.
• Strong technical knowledge of UK personal taxation.
• Ability to manage a portfolio of clients independently.
• Experience handling both personal tax compliance and advisory work.
• Excellent communication and client relationship skills.
• A proactive and organised approach with strong attention to detail.

Aufgaben

• Managing a portfolio of clients.
• Preparing and reviewing Self Assessment tax returns.
• Advising clients on a wide range of personal tax matters.
• Handling correspondence and enquiries with HMRC.
• Identifying tax planning opportunities and assisting with advisory projects.
• Building and maintaining strong client relationships.
• Keeping up to date with changes in UK tax legislation.

Kenntnisse

UK personal taxation

Portfolio management

Client relationships

Communication

Ausbildung

ATT/CTA or equivalent tax qualifications

Jobbeschreibung

Location: Baildon
Salary: Competitive (DOE)
Job Type: Full-Time or Part-Time, Permanent

We're recruiting on behalf of a rapidly growing and forward-thinking accountancy practice in Baildon that is looking to appoint an experienced Personal Tax Senior to join its expanding team.

This is an excellent opportunity for a confident tax professional who can manage a varied portfolio of personal tax clients with minimal supervision. The role offers a mix of personal tax compliance and advisory work, providing exposure to a broad range of tax matters while working closely with clients and senior colleagues.

The practice prides itself on delivering a proactive, high-quality service and offers a supportive environment with genuine opportunities for career development. Part-time applicants will also be considered.

The Role

As a Personal Tax Senior, you'll be responsible for managing your own portfolio of clients, providing expert support on a range of personal tax matters and ensuring compliance obligations are met.

Your responsibilities will include:

• Managing a portfolio of clients.
• Preparing and reviewing Self Assessment tax returns.
• Advising clients on a wide range of personal tax matters.
• Handling correspondence and enquiries with HMRC.
• Identifying tax planning opportunities and assisting with advisory projects.
• Building and maintaining strong client relationships.
• Keeping up to date with changes in UK tax legislation.

About You

The successful candidate will have:

• Recent experience working within an accountancy practice.
• Strong technical knowledge of UK personal taxation.
• The ability to manage a portfolio of clients independently.
• Experience handling both personal tax compliance and advisory work.
• Excellent communication and client relationship skills.
• A proactive and organised approach with strong attention to detail.

Relevant ATT, CTA or equivalent tax qualifications would be advantageous, although candidates with the right level of practical experience are also encouraged to apply.

What's on Offer?

• Competitive salary depending on experience.
• Full-time or part-time hours considered.
• Join a successful and rapidly expanding accountancy practice.
• A varied role combining compliance with advisory work.
• Genuine opportunities for career progression and professional development.
• A supportive, collaborative and forward-thinking working environment.

If you're an experienced Personal Tax professional looking for a role where you can work autonomously, build strong client relationships and be part of an ambitious and growing practice, we'd love to hear from you.