Personal Tax Senior

Overview

The Person al Tax Senior will be responsible for managing personal tax compliance and advisory services for a portfolio of clients within the professional services industry. This permanent role is based in Leeds and offers an excellent opportunity for career progression. This small-sized professional services firm specialises in providing expert tax and accounting services to a diverse client base. They are committed to delivering high-quality, tailored advice to meet the needs of their clients.

• Manage a portfolio of personal tax clients, ensuring compliance with tax regulations.
• Prepare and review self-assessment tax returns accurately and in a timely manner.
• Provide tax planning and advisory services to individual clients.
• Liaise with HMRC on behalf of clients, handling queries and resolving issues.
• Monitor deadlines and ensure all submissions are completed promptly.
• Identify opportunities to optimise tax efficiency for clients.
• Assist with tax investigations and enquiries, offering technical guidance.
• Support junior team members by providing training and mentorship.

• Strong technical knowledge of personal tax compliance and planning.
• Experience managing a portfolio of individual tax clients.
• Excellent organisational skills and attention to detail.
• Ability to communicate effectively with clients and team members.
• A relevant professional qualification, such as ATT or CTA.
• Proficiency in tax software and MS Office applications.

• Competitive salary ranging from £35,000 to £45,000 per annum.
• Permanent role based in Leeds within the professional services industry.
• Opportunities for career development and progression.
• Supportive working environment within a small-sized firm.

If you are an experienced Personal Tax Senior looking for an exciting opportunity in Leeds, apply today to join a reputable professional services firm.