Personal Tax Specialist

ICAEW; Northwich; Hybrid; GBP 42,000 - 60,000; Full time

Benefits offered by this job

36 days holiday incl. bank holidays &

5% employer pension contribution

Life assurance

Job summary

ICAEW in Northwich is seeking an experienced Personal Tax Specialist to manage a substantial personal tax portfolio within a supportive and modern practice environment.

You will own the end-to-end tax compliance process, including self-assessments, P11Ds, and payroll benefits in kind, while liaising with HMRC and clients to provide clear, practical advice.

Qualifications

• Previous personal tax experience within an accountancy practice.
• Excellent workload management and ability to plan around deadlines.
• Deliver accurate, right-first-time self-assessment tax returns.
• A tax or accountancy qualification (or studying towards one) is beneficial but not essential.

Responsibilities

• Own an established personal tax portfolio (approx. 300–350 clients).
• Handle full end-to-end personal tax compliance cycle and self-assessment returns.
• Liaise with HMRC and third parties; prepare P11Ds.
• Administer payroll benefits in kind and stay updated on tax legislation.

Skills

Client relations

Organisational skills

Time management

Attention to detail

Education

Tax or accountancy qualification (or studying)

Tools

HMRC portal

Self-assessment software

Job description

Your new company

This long standing, well regarding accountancy practice with a large north-west presence is seeking an experienced Personal Tax Specialist to join their growing team in Northwich. This is a permanent, full‑time role offering the opportunity to manage a varied and interesting personal tax portfolio within a supportive and modern practice environment.

Your new role

Reporting directly to the Client Director, the successful applicant will take ownership of an established portfolio of approximately 300-350 personal tax clients, including high‑net‑worth individuals, landlords and Court of Protection cases. The role will cover the full end‑to‑end personal tax compliance cycle, with responsibility for the preparation, review and submission of self‑assessment tax returns, ensuring accuracy, technical quality and compliance with UK tax legislation.You will act as a key point of contact for clients, managing relationships professionally and sensitively, responding to queries and providing clear and practical advice. The role will also involve liaising with HMRC and third parties, preparing and filing P11Ds, administering payroll benefits in kind, and keeping up to date with changes in personal tax legislation and HMRC requirements.

What you will need to succeed

This opportunity would suit someone with previous personal tax experience within an accountancy practice, who is comfortable managing their own workload while also supporting colleagues within a close‑knit team. You will be highly organised, able to plan effectively around deadlines, and confident delivering 'right first time' tax returns. A tax or accountancy qualification, or studying towards one, would be beneficial but is not essential. This is an excellent opportunity for a personal tax professional looking to join a values‑driven firm where technical quality, flexibility and long‑term development are genuinely encouraged.

What you will get in return

The firm places genuine importance on work-life balance and employee wellbeing, offering competitive benefits package and investing in modern systems and technology to support both clients and staff. Hybrid working is available following probation, with a typical split of three days in the office and two from home.The benefits package includes a competitive salary dependent on experience, 36 days' holiday inclusive of bank holidays and Christmas, a 5% employer pension contribution, life assurance, enhanced family leave and sick pay, employee assistance programme, paid volunteering time, long‑service rewards, on‑site parking and the option to buy or sell up to five days' holiday.