Personal Tax Senior

PRO-TAX RECRUITMENT LIMITED; Macclesfield; On-site; GBP 40,000 - 45,000; Full time

Job summary

A leading independent firm in Macclesfield seeks a Personal Tax Senior to manage a diverse portfolio of clients. The role offers a mix of compliance and advisory work, with opportunities for professional growth in a supportive team environment.

Qualifications

• Experience in UK Personal tax with exposure to advisory projects.
• Ability to manage deadlines and multiple client needs.

Responsibilities

• Manage a portfolio of personal tax clients ensuring compliance and care.
• Prepare and submit personal tax returns for various clients.
• Handle HMRC correspondence and manage client queries.

Skills

Self-motivated

Client management

Tax advisory

Job description

Personal Tax Senior
Macclesfield
£40,000 - £45,000 (+ Wider Benefits)

An exciting opportunity has arisen at a leading independent firm in Macclesfield, for a talented Personal Tax Senior to focus on both compliance and advisory work to join their growing team.

With a reputation for delivering expert, high-quality tax compliance and advisory services, this firm supports a diverse client portfolio of entrepreneurial businesses, professionals, and high-net-worth individuals across Cheshire and South Manchester.

This firm offers a level of technical variety and complexity that rivals larger firms, but with the close-knit team environment of an independent practice.

Your New Role:

• Take ownership of a portfolio of personal tax clients, ensuring high standards of compliance and client care
• Prepare, review, and submit personal tax returns for a range of individuals, including high-net-worth clients, business owners, and trusts
• Handle HMRC correspondence and manage client queries confidently and professionally
• You can also get involved in advisory work, such as handling HMRC enquiries and disclosures, as well as providing tax planning advice for individuals and trusts.
• Work closely with managers and partners, gaining exposure to complex and interesting tax matters whilst offering support to junior team members.

Why consider this role and firm?

• This firm offers a level of technical variety and complexity that rivals larger firms, but with the close-knit team environment of an independent practice.
• Work with a broad client base, from entrepreneurs to high-net-worth individuals, on both compliance and advisory matters.
• Work closely with managers and partners, gaining exposure to complex tax issues and mentorship that supports your professional growth
• Join a friendly, experienced team where collaboration and well-being matter.

What you'll need to succeed:

• You will come from a professional services background having worked in UK Personal tax, with experience and exposure to tax advisory projects.
• Self-motivated, able to manage deadlines, and comfortable juggling multiple client needs.
• Willingness to support and mentor junior staff and contribute to a positive team environment.

Want to find out more about this role?

If you believe that this position is of interest or would like to find out more information, call Victoria Walker on 0161 5297 109 or email [e-mail]

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