Personal Tax Senior

Imperium Financial Recruitment; Wilmslow; Hybrid; GBP 42,000 - 58,000; Full time

Benefits offered by this job

Hybrid working

Flexible hours

Four-day week option

Paid overtime

Office closure between Christmas and N

Casual attire

Friendly working environment

Job summary

Imperium Financial Recruitment in Wilmslow is looking for an experienced Personal Tax Senior to join a well-established practice of Chartered Accountants. You will prepare personal tax returns for a specialist client base including GPs and hospital doctors.

The role offers hybrid working, flexible hours, and a supportive team environment, with a focus on long-term relationships and professional development. Candidates with strong tax knowledge and client management skills are encouraged to apply.

Qualifications

• Previous experience in a similar personal tax role is essential.
• Experience preparing personal tax returns within an accountancy practice.
• Strong personal tax knowledge.
• Excellent attention to detail and organisational skills.
• Confident and professional client communication skills.
• Ability to manage workloads and meet deadlines.
• Experience working with medical professionals would be advantageous, although it is not essential.

Responsibilities

• Preparing and submitting personal tax returns for individuals.
• Managing a portfolio of clients, including GPs, hospital doctors and their spouses.
• Handling day-to-day personal tax queries from clients.
• Liaising directly with clients to obtain information and resolve outstanding matters.
• Ensuring returns are completed accurately and within the required deadlines.
• Maintaining up-to-date client records.
• Working collaboratively with colleagues across the practice.
• Supporting clients with general personal tax matters as required.

Skills

Personal tax knowledge

Client communication

Attention to detail

Time management

Workload management

Medical professionals experience (adv)

Job description

Personal Tax Senior

Location: Wilmslow

Working Arrangements: Hybrid and flexible working

Hours: Full-time, four days per week or shorter working days

Salary: Competitive and dependent on experience

The Opportunity

A well-established and highly regarded firm of Chartered Accountants based in Wilmslow is looking to recruit an experienced Personal Tax Senior.

The successful candidate will join a friendly and supportive team, preparing personal tax returns for a specialist client base that includes GPs, hospital doctors and their spouses. This is an excellent opportunity for an experienced tax professional seeking a stable position with a genuinely accommodating employer.

Key Responsibilities

• Preparing and submitting personal tax returns for individuals
• Managing a portfolio of clients, including GPs, hospital doctors and their spouses
• Handling day-to-day personal tax queries from clients
• Liaising directly with clients to obtain information and resolve outstanding matters
• Ensuring returns are completed accurately and within the required deadlines
• Maintaining up-to-date client records
• Working collaboratively with colleagues across the practice
• Supporting clients with general personal tax matters as required

Skills and Experience

• Previous experience in a similar personal tax role is essential
• Experience preparing personal tax returns within an accountancy practice
• Strong personal tax knowledge
• Excellent attention to detail and organisational skills
• Confident and professional client communication skills
• Ability to manage workloads and meet deadlines
• Experience working with medical professionals would be advantageous, although it is not essential

Working Hours and Flexibility

The firm is ideally looking for someone on a full-time basis; however, it can also accommodate:

• A four-day working week
• Shorter working days
• Flexible start and finish times
• Hybrid working

Employees are expected to spend at least 50% of their working time in the Wilmslow office. Most hybrid team members currently work three days in the office and two days from home.

Benefits

• Competitive salary based on experience
• Hybrid working
• Flexible working hours
• Four-day working week or shorter days considered
• Paid overtime
• Additional office closure between Christmas and New Year, without using annual leave entitlement
• Casual office attire
• Friendly, supportive and accommodating working environment

This position would suit an experienced Personal Tax Senior who values flexibility, a positive working culture and the opportunity to build long-term relationships with a specialist portfolio of clients.