Personal Tax Senior

The Personal Tax Senior role involves managing personal tax compliance and advisory work for a portfolio of clients. This position requires a detail-oriented individual with a strong understanding of tax regulations and a commitment to delivering exceptional service.

Client Details

This opportunity is with a professional services firm based in Bolton. The organisation is a small-sized company with a focus on providing expert tax and financial services to a diverse client base.

Description

• Manage a portfolio of personal tax clients, ensuring all compliance deadlines are met.
• Prepare and review personal tax returns, ensuring accuracy and compliance with regulations.
• Provide tax planning advice to clients, identifying opportunities for tax efficiency.
• Handle HMRC enquiries and correspondence on behalf of clients.
• Assist with advisory projects, including inheritance tax and capital gains tax planning.
• Support junior team members by providing guidance and reviewing their work.
• Maintain up-to-date knowledge of UK tax legislation and changes.
• Develop strong client relationships through effective communication and service delivery.

Profile

A successful Personal Tax Senior should have:

• Professional qualifications in tax or accountancy, such as ATT, CTA, or equivalent.
• Experience in personal tax compliance and advisory work within professional services.
• A strong understanding of UK tax legislation and regulations.
• Excellent attention to detail and organisational skills.
• Proficiency in tax software and Microsoft Office applications.
• A proactive approach to problem-solving and client service.
• Strong communication skills, both written and verbal.

Job Offer

• Permanent role with opportunities for professional growth and development.
• Support for further qualifications and training.
• A collaborative and supportive working environment in Bolton.

If you are ready to take the next step in your career as a Personal Tax Senior in the professional services industry, apply now to join a dedicated team in Bolton!