Senior Personal Tax Advisor - Compliance & Advisory

Taxation; Macclesfield; Hybrid; GBP 40,000 - 45,000; Full time

Benefits offered by this job

Wider benefits

Job summary

Taxation in Macclesfield is seeking a Personal Tax Senior to focus on both compliance and advisory work within a growing team. You will own a portfolio of personal tax clients, prepare and review returns for high-net-worth individuals, business owners and trusts, and handle HMRC correspondence with confidence.

You will also contribute to advisory projects, including HMRC enquiries and disclosures, and provide tax planning guidance for individuals and trusts while collaborating with managers and

Qualifications

• ACA/CTA/ACCA qualified.
• Experience in UK personal tax with exposure to advisory projects.
• Self-motivated, able to manage deadlines and juggle multiple client needs.
• Willingness to mentor junior staff and contribute to a positive team environment.

Responsibilities

• Take ownership of a portfolio of personal tax clients, ensuring high standards of compliance and client care.
• Prepare, review, and submit personal tax returns for a range of individuals, including high-net-worth clients, business owners, and trusts.
• Handle HMRC correspondence and manage client queries confidently and professionally.
• Involvement in advisory work, including HMRC enquiries and disclosures, and providing tax planning advice for individuals and trusts.
• Work closely with managers and partners, gaining exposure to complex tax matters and mentoring junior team members.

Skills

Self-motivation

Mentoring juniors

Education

ACA/CTA/ACCA qualified

Job description

Taxation in Macclesfield is seeking a Personal Tax Senior to focus on both compliance and advisory work within a growing team. You will own a portfolio of personal tax clients, prepare and review returns for high-net-worth individuals, business owners and trusts, and handle HMRC correspondence with confidence.

You will also contribute to advisory projects, including HMRC enquiries and disclosures, and provide tax planning guidance for individuals and trusts while collaborating with managers and