JOBS · REF 57304369

Personal Tax Senior

Job Description

Tax Senior, Liverpool City Centre, £32,000 - £38,000, Hybrid working - 100034

Tax Senior - Description:

A well-established firm of chartered accountants is looking to recruit an experienced Tax Senior.

Based in modern City Centre offices, you will be reporting to the Directors and Partners, and tasked with managing a portfolio of personal tax clients.

This role is ideal for an experienced tax professional, looking for autonomy over a client portfolio, direct access to senior decision-makers, opportunities to broaden into planning and advisory and support for continued professional development

Tax Senior - Key Responsibilities:

  • Manage a portfolio of personal tax clients, including directors and sole traders
  • Act as the main point of contact for clients, building and maintaining strong professional relationships
  • Prepare and review Self-Assessment tax returns accurately and in a timely manner
  • Provide support on personal tax planning matters, including income tax, capital gains tax and basic inheritance tax considerations
  • Ensure compliance with HMRC deadlines and requirements
  • Liaise with HMRC on behalf of clients, resolving queries and managing correspondence
  • Identify opportunities to provide additional services and refer to the Tax Director where appropriate
  • Work collaboratively with the accounts team to ensure consistency across client engagements
  • Assist with onboarding new clients and reviewing existing processes to improve efficiency
  • Maintain up to date knowledge of relevant tax legislation and compliance requirements

Qualifications and Experience

  • ATT qualified or Qualified by Experience (QBE)
  • Minimum of 5 years’ experience in a personal tax role within an accountancy practice
  • Demonstrable experience managing a portfolio of clients independently

Skills and Attributes

  • Strong technical knowledge of UK personal tax compliance
  • Excellent communication skills, both written and verbal
  • Ability to build trusted client relationships
  • Highly organised with strong attention to detail
  • Proactive and able to manage workload effectively to meet deadlines
  • Commercial awareness and ability to identify advisory opportunities
  • Experience using tax software such as TaxCalc and digital record keeping system
  • Exposure to MTD ITSA or digital record keeping requirements
  • Broader tax knowledge such as trusts, partnerships, or capital gains tax planning

Benefits:

Based in the City Centre, close to transport links. This is a long-established and respected firm in Liverpool, with a collaborative, professional, yet down-to-earth culture. They offer a competitive salary, study support for professional qualifications such as ATT / ACA / CTA, alongside a hybrid working policy.

Vaisto Recruitment offers a generous referral scheme. If you refer a practice candidate to me (who is not already registered) as a thank you will receive a voucher up to the value of £1000.Vouchers are paid on successful completion of the referral’s probation period.

The above vacancy is only one of many that I am handling. Vaisto Recruitment specialises in permanent and contract practice assignments including:

- Audit Partner / Audit Director / Audit Associate Director / Audit Manager / Audit Senior / Audit Associate / Audit Semi Senior

- Business Services Partner / Business Services Director / Business Services Manager / Business Services Associate / Accounts Senior / Accounts Associate

- Tax Partner / Tax Director / Tax Manager / Tax Senior Manager / Tax Senior / Tax Semi Senior

- Accounts Partner / Accounts Director / Accounts Manager / Accounts Senior / Accounts Semi Senior

- Corporate Finance Partner / Corporate Finance Director / Corporate Finance Manager / Corporate Finance Executive / Corporate Finance Senior M&A

- Payroll Bureau

- Practice Managers

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