Personal Tax Senior

Pro-Tax; Cheadle; On-site; GBP 35,000 - 45,000; Full time

Job summary

A leading independent firm in South Manchester is seeking a Personal Tax Senior to support advisory projects. This role requires experience in personal tax management and strong client relationship skills. Benefits include a competitive salary, enhanced pension, and flexible working options. You will play a vital role in delivering excellent service and identifying advisory opportunities.

Benefits

Enhanced pension

Competitive Annual Leave entitlement up to 26 days

Annual Leave Purchase Scheme

Smart Working Policy

Qualifications

• Previous experience with Personal Tax is essential.
• Direct experience dealing with clients and ensuring quality service.

Responsibilities

• Aid in delivery of advisory projects focused on clients across the North.
• Obtain information from clients for tax advisory projects.
• Assist the Private Client Team with various tax advice.

Skills

Client relationship management

Tax advisory knowledge

Compliance understanding

Education

ATT/AAT or equivalent qualifications

Job description

Overview

Personal Tax Senior
South Manchester
£35,000 - £45,000 + Benefits

Are you looking to join a leading independent firm where you get make a real difference?
Do you enjoy building strong client relationships and deliver excellence?
Are you looking for a role where you can progress and develop?

Benefits

• Salary £35,000 - £45,000
• Enhanced pension
• Competitive Annual Leave entitlement up to 26 days, plus Bank Holidays
• Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
• Smart Working Policy, giving you the ability to balance home and remote working

Your new firm

Our client is a well-established firm based across the north of England and Scotland. Their services and advise are all focused in the aim to get their clients to be as prosperous as possible whilst maintaining peace of mind for the future.

Your new role

As a personal tax senior you will aid in the delivery of advisory projects to clients, focusing on clients across the North.

Key responsibilities

• Being involved with and being responsible for obtaining information from clients in relation to tax advisory projects as well as communicating with other service lines, keeping them up to date with progress of the project and dealing with / communicating with third parties
• Assisting the Private Client Team with the provision of advice to clients including Capital Gains Tax, IHT, income tax planning, business restructuring, estates and trusts and stamp duty land tax as appropriate
• Supporting clients with their ongoing compliance needs
• Identifying advisory opportunities from the compliance portfolio
• Supporting senior tax team in dealing with adhoc queries from the wider business

To be successful in this role, you\'ll need

• Suitable qualifications include ATT/AAT or equivalent
• Previous experience with Personal Tax
• Direct experience dealing with clients and ensuring they get the absolute best quality of service

Interested in this role?

Get in touch with Sam Priday on 07846 741892 or email [e-mail]

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