The Personal Tax Senior will be responsible for managing a portfolio of personal tax clients, ensuring compliance with tax regulations and providing tailored advice. This role is based in Wilmslow and offers an excellent opportunity to grow within the professional services industry.

Client Details

The employer is a well-established professional services firm with a focus on delivering high-quality tax and financial services. Operating as a small-sized organisation, they are dedicated to providing expert advice to a diverse client base.

Description

• Manage a portfolio of personal tax clients, ensuring timely and accurate submission of tax returns.
• Provide tailored tax planning advice to clients in line with current regulations.
• Identify opportunities to optimise tax positions for individuals and families.
• Respond to client queries and provide clear guidance on tax-related matters.
• Assist with HMRC correspondence and compliance issues.
• Support the team in reviewing and mentoring junior staff members.
• Keep up-to-date with changes in tax legislation and implement them as necessary.
• Collaborate with other departments to ensure a seamless service for clients.

Profile

A successful Personal Tax Senior should have:

• A professional qualification such as ATT or CTA, or equivalent experience in personal tax.
• Strong knowledge of UK tax legislation and compliance processes.
• Proven expertise in managing a portfolio of personal tax clients.
• Attention to detail and the ability to manage multiple deadlines effectively.
• Excellent communication skills to liaise with clients and colleagues.
• Proficiency in tax software and Microsoft Office applications.

Job Offer

• Competitive salary ranging from £35,000 to £45,000 per annum.
• Permanent position based in Wilmslow with opportunities for career progression.
• Supportive and professional working environment within the professional services industry.
• Comprehensive training and development opportunities.
• Potential for flexible working arrangements.

This is a fantastic opportunity for a Personal Tax Senior to advance their career in Wilmslow. If you have the expertise and ambition to thrive in this role, we encourage you to apply today!