Tax Senior

Marks Sattin; Leeds; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Annual leave 25 days

Performance bonus

Private medical insurance

Life assurance & critical illness

Income protection

Employee wellbeing support

Hybrid & flexible working

Volunteer days

Celebration leave

Free healthy breakfast/snacks

Recognition awards

Career development

Job summary

Marks Sattin are partnering with a leading investment management business to recruit a Personal Tax Senior for their in‑house Tax Compliance team in Leeds City Centre. You will own client relationships, ensure timely tax compliance, and help run an efficient tax function.

Reporting to the Tax Director, you will manage a portfolio of personal tax clients, oversee returns, calculate liabilities, and liaise with HMRC.

Qualifications

• 3+ years of experience in Personal Tax or similar.
• Strong knowledge of personal tax compliance and self‑assessment.
• Experience managing client relationships with professionalism and discretion.
• Highly organised with ability to manage multiple clients and deadlines.
• Strong attention to detail and proactive problem solving.
• Trustworthy, commercially minded and takes ownership of work.

Responsibilities

• Manage a portfolio of personal tax clients and oversee day-to-day tax affairs.
• Prepare and manage annual self‑assessment tax returns and ensure deadlines are met.
• Calculate tax liabilities and respond to client queries.
• Act as a trusted point of contact for clients and build lasting relationships.
• Allocate work and monitor progress to ensure efficient workflow.
• Oversee client billing and support the management of client accounts.
• Liaise with clients, advisers and HMRC on tax matters.
• Maintain accurate client records and handle information confidentially.
• Keep up to date with tax legislation and compliance requirements.

Skills

Years of experience

Tax compliance

Client relationships

Organisation

Attention to detail

Ownership mindset

Job description

Personal Tax Senior | Leeds City Centre - Hybrid | £45,000 + Benefits

Marks Sattin are delighted to be partnering with a leading investment management business who are looking to recruit a Personal Tax Senior to join their in-house Tax Compliance team based in Leeds City Centre.

This is a fantastic opportunity for someone with experience in Personal Tax who is looking to take ownership of client relationships and play a key role in the delivery of tax services within a professional, forward-thinking organisation.

You'll be responsible for managing client affairs, ensuring compliance deadlines are met and helping to oversee the smooth running of the tax function.

The Role

Reporting to the Tax Director, you'll play a key role in supporting the management of a portfolio of clients and ensuring the accurate and timely delivery of tax compliance services.

• Managing a portfolio of personal tax clients and overseeing their day-to-day tax affairs.
• Preparing and managing annual self-assessment tax returns and ensuring compliance deadlines are met.
• Calculating tax liabilities and responding to client queries.
• Acting as a trusted point of contact for clients, building strong and lasting relationships.
• Allocating work and monitoring progress to ensure an efficient workflow.
• Overseeing client billing and supporting the management of client accounts.
• Liaising with clients, advisers and HMRC on tax-related matters.
• Maintaining accurate records and ensuring client information is handled confidentially.
• Keeping up to date with tax legislation and relevant compliance requirements.

About You

• 3+ years pf experience working within Personal Tax
• Strong knowledge of personal tax compliance and self-assessment.
• Experience managing client relationships and handling client affairs with professionalism and discretion.
• Highly organised, with the ability to manage multiple clients and deadlines.
• Strong attention to detail and a proactive approach to problem-solving.
• A trustworthy and commercially minded individual who takes ownership of their work.

What's on Offer

• Annual leave: 25 days' holiday, increasing to 28 days with length of service
• Bonus: Performance-related bonus opportunities
• Private medical insurance
• Life assurance and critical illness cover
• Group income protection
• Employee Assistance Programme: Additional employee wellbeing support.
• Hybrid and flexible working: Flexible working opportunities, depending on the role.
• Additional perks: Paid volunteering days, celebration leave, free healthy breakfast or snack options, recognition awards and discounted financial advice.
• A supportive working environment with opportunities for long-term career development.