Personal Tax Senior

Michael Page (UK); Bolton; On-site; GBP 35,000 - 55,000; Full time

Job summary

A professional services firm in Bolton is seeking a detail-oriented Personal Tax Senior to manage tax compliance and advisory work for its clients. The ideal candidate will hold professional tax/accountancy qualifications and have a strong understanding of UK tax regulations. This permanent role offers opportunities for professional growth in a supportive environment, with responsibilities including managing client portfolios, preparing tax returns, and providing tax planning advice.

Benefits

Support for further qualifications and training

Collaborative working environment

Qualifications

• Experience in personal tax compliance and advisory work.
• Strong understanding of UK tax legislation and regulations.
• Proficiency in tax software and Microsoft Office applications.

Responsibilities

• Manage a portfolio of personal tax clients, ensuring compliance deadlines are met.
• Prepare and review personal tax returns.
• Provide tax planning advice and handle HMRC enquiries.

Skills

Attention to detail

Organizational skills

Client service

Problem-solving

Communication skills

Education

Professional qualifications in tax or accountancy (ATT, CTA)

Tools

Tax software

Microsoft Office

Job description

The Personal Tax Senior role involves managing personal tax compliance and advisory work for a portfolio of clients. This position requires a detail-oriented individual with a strong understanding of tax regulations and a commitment to delivering exceptional service.

Client Details

This opportunity is with a professional services firm based in Bolton. The organisation is a small-sized company with a focus on providing expert tax and financial services to a diverse client base.

Description

• Manage a portfolio of personal tax clients, ensuring all compliance deadlines are met.
• Prepare and review personal tax returns, ensuring accuracy and compliance with regulations.
• Provide tax planning advice to clients, identifying opportunities for tax efficiency.
• Handle HMRC enquiries and correspondence on behalf of clients.
• Assist with advisory projects, including inheritance tax and capital gains tax planning.
• Support junior team members by providing guidance and reviewing their work.
• Maintain up-to-date knowledge of UK tax legislation and changes.
• Develop strong client relationships through effective communication and service delivery.

Profile

A successful Personal Tax Senior should have:

• Professional qualifications in tax or accountancy, such as ATT, CTA, or equivalent.
• Experience in personal tax compliance and advisory work within professional services.
• A strong understanding of UK tax legislation and regulations.
• Excellent attention to detail and organisational skills.
• Proficiency in tax software and Microsoft Office applications.
• A proactive approach to problem-solving and client service.
• Strong communication skills, both written and verbal.

Job Offer

• Permanent role with opportunities for professional growth and development.
• Support for further qualifications and training.
• A collaborative and supportive working environment in Bolton.

If you are ready to take the next step in your career as a Personal Tax Senior in the professional services industry, apply now to join a dedicated team in Bolton!