Personal Tax Senior - Wilmslow

Georgiana Head Recruitment Limited; Wilmslow; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A growing independent firm in Wilmslow seeks an experienced personal tax senior to join their team. The role involves managing personal tax compliance for a portfolio of clients, including high-net-worth individuals. Ideal candidates have a background in personal tax within a UK practice and are ATT qualified or part-qualified CTA. Flexible working hours and an excellent benefits package are on offer.

Benefits

Flexible working

Full or part-time hours

Excellent salary and benefits package

Qualifications

• Experience in personal tax compliance within a UK practice.
• Pro-active and detail-oriented approach to work.
• Ability to work directly with clients and support colleagues.

Responsibilities

• Manage personal tax compliance for a portfolio of individuals.
• Prepare and review self-assessment tax returns.
• Provide advice on various tax issues.

Skills

Background in personal tax

Pro-active and detail-oriented

Comfortable with client interaction

Education

ATT qualified or QBE/CTA part-qualified

Tools

IRIS software

Job description

Overview

Growing independent firm with lovely offices in Wilmslow seeks an experienced personal tax senior.

Responsibilities

• Manage the delivery of day-to-day personal tax compliance to a portfolio of individuals including high-net-worth clients, business owners and directors
• Prepare and review self-assessment tax returns, utilising junior team members where applicable
• Provide advice to colleagues and clients on a range of tax issues, including capital gains tax, VAT and aspects of corporation tax
• Meet with prospective personal tax compliance clients to understand their needs and assess how our services can support them
• Liaise with HMRC on client matters, managing correspondence effectively
• Assist the senior managers and directors with tax advisory projects

Qualifications

• A background in personal tax within a UK practice, ideally with awareness of a broader range of UK taxes
• ATT qualified or QBE/CTA part-qualified
• Pro-active and detail-oriented approach
• Comfortable working with both clients directly and in a supporting advisory role to colleagues
• Experience of using IRIS software useful, but not essential

Benefits

This firm can offer flexible working, full or part-time hours and hybrid working. Excellent salary and benefits package.