Personal Tax Senior

A large, independent, growing firm of Chartered Accountants based in Leeds, are seeking a Personal Tax Senior to join their existing team.
The firm provides a wide range of services for a diverse client range, specialising particularly in accountancy, audit, and tax.

As a Personal Tax Senior, you will be responsible for:

• Managing a portfolio of clients, acting as the primary point of contact. (Clients include but not limited to: director/shareholders, sole traders, partnerships, property owners with rental income, doctors, dentists, clients with different investments etc.)
• Review financial documents to ensure accuracy for self-assessment returns.
• Preparing, reviewing and submitting personal tax returns.
• Compliance work, occasional remuneration/dividend planning, exit strategy & business structuring. Including identifying tax planning opportunities.
• Providing guidance, training, and support to junior staff.

To qualify for this Personal Tax Senior role, ideally you should meet the following:

• Have experience of managing your own portfolio of clients as Personal Tax Senior.
• Have experience of all aspects of the Self-Assessment Tax Return process.
• Ideally be ATT or CTA qualified.
• Have strong technical personal tax knowledge and the ability to research and communicate technical information to both colleagues and clients.
• Have the ability to liaise with clients, resolving their queries in a timely manner.

What’s on offer?

• Flexible working
• Long-term career opportunities
• Hybrid working
• 23 days annual leave + bank holidays + 1 set day at Christmas
• Salary from £35,000 to £45,000

If you are interested in this Personal Tax Senior position or would like any further information, please contact Leah Mason at IPS Finance.
IPS Finance has 45 years’ experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.