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Personal Tax Senior

Hays Taxation

Widnes

On-site

GBP 35,000 - 45,000

Full time

6 days ago
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Job summary

A leading tax firm in Widnes is seeking a Personal Tax Senior/Assistant Manager to manage a diverse portfolio of clients, including high-net-worth individuals. This role involves overseeing compliance, preparing tax returns, and engaging with clients, offering room for future advisory work. Competitive salary and benefits package included.

Benefits

Generous benefits package
Holiday allowance

Qualifications

  • 3-5 years of personal tax compliance experience, especially with high-net-worth clients.
  • Experience in liaising with clients and HMRC.
  • Strong portfolio management skills.

Responsibilities

  • Oversee a portfolio of 200 personal tax clients.
  • Prepare and submit personal tax returns.
  • Assist clients with capital gains and compliance needs.

Skills

Personal Tax Compliance
Client Communication
Portfolio Management

Education

ATT Qualification
Qualified by Experience

Job description

Your new company

This forward-thinking and regional firm, which has recently taken on investment to grow, has a long history of supporting a range of clients across the North West and the wider UK. They employ over 200 staff covering key service lines such as taxation, advisory, accounts/bookkeeping, and audit. This firm has a unique portfolio of clients ranging from multi-million turnover corporate clients, owner-managed businesses, and start-up businesses. They are currently searching for a Personal Tax Senior/Assistant Manager due to the growth and success of the current team.

Your new role

As the personal tax lead, you will oversee your own portfolio of around 200 personal tax clients, responsible for delivering all their compliance needs in a timely manner. Your portfolio will include high-net-worth individuals, non-doms, and non-residents, and you will assist with capital gains and other considerations. You will liaise with clients, prepare and submit personal tax returns, and communicate with HMRC and clients throughout.

What you'll need to succeed

You should have substantial personal tax compliance experience, ideally working with entrepreneurs or high-net-worth individuals over the past 3-5 years. ATT qualification is welcomed, but candidates qualified by experience are also encouraged to apply.

What you'll get in return

This Widnes-based tax opportunity offers a competitive salary ranging from £35,000 to £45,000, depending on experience. The firm provides a generous benefits package and holiday allowance. While most work is compliance-focused, there is an opportunity to expand into advisory services in the future.

What you need to do now

If you're interested in this Personal Tax Compliance Manager role, click 'apply now' to send an updated CV or call us at 0161 237 3388. If this position isn't suitable, contact us for a confidential career discussion.

Hays Specialist Recruitment Limited acts as an employment agency for permanent and temporary staffing. By applying, you accept our T&Cs, Privacy Policy, and Disclaimers available at hays.co.uk.

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