Personal Tax Senior
Salary: £36,000 - £45,000 + Benefits
A well-established and growing accountancy practice is seeking an experienced Personal Tax Senior to join its tax team. The firm provides accountancy, audit, tax, and business advisory services to a diverse portfolio of privately owned businesses and individuals across the North of England.
The Role
The successful candidate will manage a varied portfolio of personal tax clients, ensuring high-quality compliance services while supporting tax planning opportunities and providing guidance to junior team members.
Key Responsibilities
- Manage a portfolio of personal tax clients as the main point of contact
- Prepare, review, and submit self-assessment tax returns
- Review financial information to ensure accurate tax reporting
- Identify tax planning opportunities and assist with advisory work, including remuneration planning, business structuring, and exit strategies
- Build and maintain strong client relationships, responding to queries and providing proactive support
- Support and mentor junior staff members
- Attend occasional meetings with prospective and existing clients
- Undertake ad-hoc tax and client-related assignments as required
Requirements
- Previous experience in a Personal Tax role within an accountancy practice
- Strong technical knowledge of personal tax compliance
- Ability to manage workloads effectively and meet deadlines
- Excellent communication and client relationship skills
- CTA qualification desirable but not essential
Desirable Experience
- Knowledge of taxation within GP practices
- Experience preparing partnership and partners' tax returns
- Familiarity with PCSE administration, including estimates and Type 1 & Type 2 certificates
Benefits
- Salary of £36,000 - £45,000 depending on experience
- Employer pension contribution of up to 5%
- 23 days annual leave plus bank holidays and an additional Christmas closure day
- Professional membership fee reimbursement
- Ongoing professional development and training opportunities
- Flexible working hours within a full-time 37-hour working week
INDACT 23877
Pay: £36,000.00-£45,000.00 per year
Work Location: In person
