Personal Tax Senior

Page Personnel; Skipton; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A respected professional services firm is seeking a Personal Tax Senior to manage client portfolios and deliver tax compliance and advisory services. This position offers a competitive salary and the chance to work in a supportive environment, emphasizing professional growth and efficiency. Ideal candidates will possess relevant qualifications and experience in personal tax services.

Benefits

Hybrid working model

35-hour working week

Access to parking facilities

Qualifications

• Strong knowledge of personal tax compliance and advisory work.
• Professional qualifications, such as ATT or CTA.
• Proven ability to manage a portfolio of clients effectively.

Responsibilities

• Prepare and review self-assessment tax returns for individuals, partnerships, and trusts.
• Liaise with HMRC on behalf of clients to address queries and resolve issues efficiently.
• Support junior team members by reviewing their work and offering technical advice.

Skills

Personal tax compliance

Advisory skills

Attention to detail

Organizational skills

Problem-solving

Education

ATT or CTA

Job description

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• Hybrid working: 3 days office, 2 days home
• Quarterly development meetings focused on continuous growth

About Our Client

Our client is a respected professional services firm with a well-established reputation in the tax sector. As a small-sized organisation, they provide tailored services to a diverse client base and foster an environment that values expertise and precision.

Job Description

• Prepare and review self-assessment tax returns for individuals, partnerships, and trusts.
• Provide tax planning advice to clients, including inheritance tax and capital gains tax guidance.
• Liaise with HMRC on behalf of clients to address queries and resolve issues efficiently.
• Support junior team members by reviewing their work and offering technical advice.
• Assist with managing client portfolios and ensuring deadlines are met consistently.
• Contribute to the development of internal processes to enhance efficiency and accuracy.
• Stay updated on changes in tax legislation and communicate their impact to clients and colleagues.
• Maintain and build strong relationships with clients through excellent communication and service delivery.

The Successful Applicant

A successful Personal Tax Senior should have:

• Strong knowledge of personal tax compliance and advisory work.
• Professional qualifications, such as ATT or CTA, or equivalent experience in tax services.
• Proven ability to manage a portfolio of clients effectively.
• Excellent attention to detail and organisational skills.
• Confidence in communicating technical information to clients and colleagues clearly.
• A proactive approach to problem-solving and delivering client-focused solutions.

What's on Offer

• Competitive salary range of £30,000 to £40,000 per annum
• Hybrid working model: 3 days in the office and 2 days from home.
• 35-hour working week for better work-life balance.
• Access to parking facilities for added convenience.
• Supportive and professional working environment in Bingley.

If you are ready to advance your career as a Personal Tax Senior, we encourage you to apply today.