Personal Tax Senior Associate

Adele Carr Recruitment Limited; Stockport; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

Adele Carr Recruitment Limited is partnering with a well-established Stockport accountancy practice to recruit a Personal Tax Senior. You will manage a varied personal tax portfolio and support clients with compliance, planning and HMRC matters.

The role offers hybrid working and a supportive team environment that encourages technical development and progression in your tax career.

Qualifications

• Experience in a UK accountancy practice
• Experience in Personal Tax handling
• Understanding of UK personal tax compliance
• Ability to manage a diverse client portfolio with multiple deadlines
• Strong written and verbal communication skills
• Attention to detail and methodical approach
• Capable of handling deadlines and managing client expectations
• Confident communication with clients and HMRC
• Proactive development of tax career
• Qualification or active study in tax/accountancy advantageous

Responsibilities

• Prepare and review Personal Tax Returns for a diverse portfolio
• Manage compliance deadlines and timely submission to HMRC
• Provide support on personal tax planning and advisory projects
• Assist with HMRC enquiries and correspondence
• Research complex tax issues and provide clear advice to clients and colleagues
• Maintain strong client relationships and be a key contact for queries
• Stay updated with UK tax changes and apply them appropriately
• Identify opportunities to improve processes and client service
• Collaborate with wider tax and accounts teams
• Support training and development of junior team members

Skills

Personal Tax

UK Tax Compliance

Client communication

Deadline management

Attention to detail

Portfolio management

Proactive learner

HMRC liaison

Tax advisory

Education

Tax/accountancy qualification

Active study towards qualification

Job description

Adele Carr are proud to be partnering with a well-established accountancy practice based in Stockport to recruit a Personal Tax Senior.

This is an excellent opportunity for an experienced Tax Senior to join a successful practice and take responsibility for a diverse portfolio of personal tax clients, whilst developing their technical knowledge and progressing their career within a supportive team.

The role offers hybrid working, providing flexibility for the successful candidate.

The Role

As a Tax Senior within the Personal Tax department, you will manage a varied portfolio of clients, taking responsibility for the preparation and review of personal tax returns while supporting clients with their ongoing tax requirements.

You will work closely with colleagues and clients, providing a high-quality service and assisting with tax planning, advisory work and HMRC matters.

Key Responsibilities

• Prepare and review Personal Tax Returns for a diverse portfolio of clients
• Manage compliance deadlines and ensure timely submission of returns to HMRC
• Provide support on personal tax planning and advisory projects
• Assist with HMRC enquiries, investigations and correspondence
• Research complex tax issues and provide clear and concise advice to clients and colleagues
• Maintain strong client relationships and act as a key point of contact for day-to-day queries
• Keep up to date with changes in UK tax legislation and ensure these are appropriately applied
• Identify opportunities to improve processes and the client service
• Work collaboratively with the wider tax and accounts teams
• Support the training and development of junior members of the team
• Ensure work is completed accurately and to a high professional standard

About You

• Recent experience working within a UK accountancy practice
• Previous experience working within Personal Tax
• Strong understanding of UK personal tax compliance
• Experience managing a portfolio of clients and working to multiple deadlines
• Excellent written and verbal communication skills
• Strong attention to detail and a methodical approach
• Proven ability to manage multiple deadlines and client expectations
• Confident communicating with clients and HMRC
• A proactive approach with a genuine interest in developing your tax career
• A relevant tax/accountancy qualification or active study towards one would be advantageous

What's on Offer

• Competitive salary depending on experience
• Hybrid working available
• Opportunity to manage a varied personal tax portfolio
• Support for professional development and further qualifications
• A supportive and collaborative practice environment
• Excellent opportunity for career progression