Personal Tax Senior

Page Personnel; Ledston; Hybrid; GBP 40,000 - 55,000; Full time

Benefits offered by this job

Life assurance

Enhanced family leave

Flexible benefits

Hybrid working

Job summary

Page Personnel is seeking a Personal Tax Senior to manage a diverse client base from our Wetherby office. Hybrid role with real client-facing responsibility and opportunities to provide tailored tax advice.

The successful candidate will handle personal tax compliance, advise on planning opportunities, and liaise with HMRC as required while keeping the team updated on tax changes. Strong communication and organisational skills are essential.

Qualifications

• Strong experience in personal tax compliance and advisory work.
• Excellent written and verbal communication skills.
• Attention to detail and strong organisational abilities.
• Confidence in managing client relationships and providing tailored advice.

Responsibilities

• Prepare and review personal tax returns for a variety of clients.
• Provide tax advisory support to clients, addressing their specific needs.
• Assist with HMRC enquiries and liaise with them on behalf of clients.
• Keep up to date with changes in tax legislation and communicate relevant updates to the team.
• Support junior team members with technical queries and training.
• Identify tax planning opportunities and advise clients accordingly.
• Maintain accurate client records and ensure deadlines are met.
• Work collaboratively with other departments to deliver a seamless service to clients.

Skills

Personal tax

Tax advisory

Client relationships

Communication skills

Education

Tax/accountancy qualifications

Job description

• Hybrid working and flexibility with a strong work-life balance
• ATT/CTA-focused role with real client-facing responsibility

About Our Client

This professional services firm is located in Wetherby and operates within the tax sector.

Job Description

• Prepare and review personal tax returns for a variety of clients.
• Provide tax advisory support to clients, addressing their specific needs.
• Assist with HMRC enquiries and liaise with them on behalf of clients.
• Keep up to date with changes in tax legislation and communicate relevant updates to the team.
• Support junior team members with technical queries and training.
• Identify tax planning opportunities and advise clients accordingly.
• Maintain accurate client records and ensure deadlines are met.
• Work collaboratively with other departments to deliver a seamless service to clients.

The Successful Applicant

A successful Personal Tax Senior should have:

• Relevant qualifications in tax or accountancy.
• Strong experience in personal tax compliance and advisory work.
• Good knowledge of UK tax legislation and regulations.
• Excellent communication skills, both written and verbal.
• Attention to detail and strong organisational abilities.
• Confidence in managing client relationships and providing tailored advice.

What's on Offer

• Salary ranging from £40,000 to £55,000, dependent on the level of experience.
• Hybrid working with a genuine work-life balance.
• Life assurance and enhanced family leave policies.
• Flexible benefits package tailored to your needs.