Personal Tax Senior

Michael Page (UK); Liverpool; On-site; GBP 35,000 - 50,000; Full time

Job summary

A professional services organisation in Liverpool seeks a Personal Tax Senior to manage a portfolio of clients, ensuring compliance and providing tailored tax advice. This role requires strong communication skills, attention to detail, and a deep understanding of personal tax regulations. The firm offers a supportive culture and opportunities for professional development.

Benefits

Professional development opportunities

Supportive company culture

Potential for additional benefits

Qualifications

• Experience managing a portfolio of personal tax clients in the professional services industry.
• Proficiency in using tax software and other relevant tools.
• Excellent attention to detail and problem-solving skills.

Responsibilities

• Manage a portfolio of personal tax clients, ensuring compliance with relevant regulations.
• Prepare and review self-assessment tax returns for individuals, partnerships, and trusts.
• Provide tax advice and planning services tailored to clients' needs.
• Handle HMRC correspondence and client enquiries.
• Identify opportunities for tax savings and efficiencies for clients.
• Support junior team members by reviewing their work.

Skills

Understanding of personal tax regulations

Portfolio management

Tax software proficiency

Communication skills

Attention to detail

Education

Professional qualification (ATT, CTA, or equivalent)

Job description

• Outstanding City Centre office
• Continued professional development and progression opportunities

About Our Client

This opportunity is with a professional services organisation that specialises in tax, audit, and advisory services. As a small-sized firm, they focus on delivering tailored solutions for their clients while maintaining a supportive and collaborative work environment.

Job Description

• Manage a portfolio of personal tax clients, ensuring compliance with relevant regulations.
• Prepare and review self-assessment tax returns for individuals, partnerships, and trusts.
• Provide tax advice and planning services tailored to clients' individual needs.
• Handle HMRC correspondence, including enquiries and investigations, on behalf of clients.
• Identify opportunities for tax savings and efficiencies for clients.
• Support junior team members by reviewing work and providing guidance.
• Keep up to date with changes in tax legislation and advise clients accordingly.
• Build and maintain strong client relationships, ensuring high levels of service are delivered.

The Successful Applicant

A successful Personal Tax Senior should have:

• A strong understanding of personal tax regulations and compliance requirements.
• Experience managing a portfolio of personal tax clients in the professional services industry.
• Proficiency in using tax software and other relevant tools.
• A professional qualification such as ATT, CTA, or equivalent (or working towards one).
• Excellent attention to detail and problem-solving skills.
• Strong communication skills, both written and verbal.

What's on Offer

• A permanent role within a reputable firm in Liverpool.
• Opportunities for professional development and further study support.
• Supportive and collaborative company culture.
• Potential for additional benefits, subject to confirmation.

If you are passionate about personal tax and are looking for an opportunity to grow your career in Liverpool, we encourage you to apply today!