Personal Tax Senior

Reed; Liverpool City Region; Hybrid; GBP 41,000 - 51,000; Full time

Benefits offered by this job

Hybrid & flexible working

Annual bonus

Pension scheme

Structured progression

Professional qualification support

Friendly team

Job summary

Reed is recruiting a Personal Tax Senior in Liverpool with hybrid and flexible working options. You will manage a portfolio of personal tax clients, including directors, business owners, partnerships and trusts, delivering high-quality compliance and advisory work.

The role offers a competitive salary up to £46,000 DOE, an enhanced package, and clear career progression within a leading accountancy practice.

Qualifications

• Experience in personal tax within an accountancy practice.
• Ability to manage multiple deadlines and client relationships.

Responsibilities

• Managing a portfolio of personal tax clients.
• Preparing and reviewing self-assessment tax returns.
• Handling tax affairs for directors, sole traders, partnerships, trusts and high-net-worth individuals.
• Supporting tax planning projects including CGT, IHT and wealth preservation.
• Being a key point of contact for client queries.
• Ensuring deadlines are met accurately and timely.
• Developing junior team members.

Skills

Strong technical knowledge

Excellent organisational skills

Client-facing skills

Education

ATT/CTA/ACA/ACCA qualified or studying

Job description

Personal Tax Senior

• Liverpool, Flexible Working Options
• Up to £46,000 DOE
• Top Accountancy Practice
• Enhanced Package + Career Progression

Are you a Personal Tax professional looking to further your career with a well-established and growing accountancy practice?

A respected firm in Liverpool is looking to strengthen its tax team with the appointment of a Personal Tax Senior. This role offers the opportunity to work closely with a varied client base, including high-net-worth individuals, business owners, company directors, partnerships, and trusts, whilst gaining exposure to both compliance and advisory work.

The Role

You'll take responsibility for managing a portfolio of clients, ensuring a high standard of service delivery while developing strong relationships and identifying opportunities to provide additional value.

Responsibilities

• Managing a portfolio of personal tax clients.
• Preparing and reviewing self-assessment tax returns.
• Handling the tax affairs of directors, sole traders, partnerships, trusts, and high-net-worth individuals.
• Assisting with tax planning projects covering areas such as CGT, IHT, and wealth preservation.
• Acting as a key point of contact for client queries.
• Ensuring compliance deadlines are met efficiently and accurately.
• Supporting and developing junior members of the tax team.

About You

• Previous Personal Tax experience within an accountancy practice environment.
• ATT, CTA, ACA or ACCA qualified or studying towards qualification.
• Strong technical knowledge of personal tax compliance.
• Excellent organisational and client-facing skills.
• Able to manage multiple deadlines and client relationships effectively.
• Keen to develop professionally and progress within a successful firm.

What's On Offer?

• Competitive salary with regular reviews
• Annual bonus scheme
• Hybrid and flexible working arrangements
• Exposure to high-quality personal tax advisory work
• Structured progression opportunities
• Professional qualification support where applicable
• Generous holiday entitlement and pension scheme
• Friendly and supportive working environment