Personal Tax Senior

Michael Page; Liverpool City Region; On-site; GBP 35,000 - 50,000; Full time

Job summary

A professional services organisation in Liverpool is seeking a Personal Tax Senior to manage a portfolio of personal tax clients and provide expert advisory services. The ideal candidate will have a strong understanding of personal tax regulations, experience in client management, and a professional qualification such as ATT or CTA. This permanent role offers opportunities for professional development and a collaborative work environment.

Benefits

Opportunities for professional development

Supportive company culture

Potential for additional benefits

Qualifications

• Strong background in personal tax within the professional services industry.
• Experience managing a portfolio of personal tax clients.
• Proficiency in using tax software and other relevant tools.

Responsibilities

• Manage a portfolio of personal tax clients ensuring compliance.
• Prepare and review self-assessment tax returns.
• Provide tailored tax advice and planning services.
• Handle HMRC correspondence on behalf of clients.
• Identify opportunities for tax savings.
• Support junior team members with guidance.
• Stay updated with changes in tax legislation.

Skills

Personal tax regulations understanding

Client portfolio management

Tax software proficiency

Attention to detail

Communication skills

Education

Professional qualification (ATT/CTA or equivalent)

Job description

The Personal Tax Senior will be responsible for managing a portfolio of personal tax clients, ensuring compliance and providing expert advisory services. This role is perfect for a professional with a strong background in personal tax within the professional services industry.

Client Details

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.

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.

Profile

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.

Job 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!