Personal Tax Senior

Buckley Consulting LLP; Manchester; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A mid-tier tax firm in Manchester is looking for a personal tax semi-senior who has recently passed or is studying for their ATT or CTA. The role involves managing a personal tax portfolio, building client relationships, and engaging in compliance and advisory tasks. The firm promotes work-life balance and offers hybrid working options, with a supportive team atmosphere.

Benefits

Flexible start/finish times

Supportive team environment

Work-life balance emphasis

Qualifications

• Studying for or recently passed ATT or CTA qualifications.
• Experience managing compliance for personal tax portfolios.
• Strong communication skills for client interaction.

Responsibilities

• Manage your own portfolio of clients for compliance matters.
• Build strong relationships with clients and HMRC.
• Engage in planning and advisory work as required.

Skills

Personal tax knowledge

Client relationship management

Compliance preparation

Education

ATT or CTA qualification

Job description

This is a really fantastic role if you are a personal tax semi-senior either studying for or recently passed your ATT or are a bit more experienced and are studying for your CTA or have recently passed.

The private client tax team of this mid-tier firm offers work of the highest quality and exposure across the board from UHNW including international clients, successful entrepreneurs, and family groups (involving landed estates and trusts).

The team continues to go from strength to strength and is very busy with bags of work and plenty of opportunity. You will have responsibility for your own portfolio and will look after all compliance matters. Building relationships is a big part of the team's ethos and you will be actively encouraged to do this from day one, talking to clients, HMRC and third parties. Advisory work is best handled by the person who knows the client well so you will be supported in getting involved with planning work. Levels of support vary depending on the complexity of the work. If you feel confident, you can do it yourself but a helping hand is never far away.

This firm looks after its people - well-being and work/life balance are viewed as absolutely critical by the partners. You are encouraged to work in a way that suits you, whether that's in the office or hybridly. They offer flexible start/finish times and try hard to accommodate each individual. Having said that, most people enjoy being in the office a couple of days a week as the team environment is so supportive and friendly.

Please do get in touch for more information about the role and the firm.