Personal Tax Senior

Personal Tax Senior
Liverpool City Centre- Hybrid Working

A well-established and highly regarded accountancy practice is currently seeking an experienced Personal Tax Senior to join their growing tax team.

This is an excellent opportunity for a confident and technically strong individual to take ownership of a personal tax portfolio, working closely with senior leadership while maintaining a high degree of autonomy. The role is suited to someone who enjoys building client relationships and delivering high-quality compliance work.

This is a senior-level position with no line management responsibilities.

The Role and Responsibilities:

• Managing a portfolio of personal tax clients, ensuring compliance work is completed accurately and within deadlines
• Acting as the primary point of contact for clients, developing and maintaining strong relationships
• Preparing and reviewing self-assessment tax returns
• Handling a range of personal tax matters, including income tax and capital gains tax, with some exposure to inheritance tax
• Liaising with HM Revenue & Customs to resolve queries and manage client matters efficiently
• Monitoring deadlines and ensuring work is delivered in line with regulatory requirements
• Identifying potential advisory opportunities and escalating where appropriate

Essential skills required:

• ATT and/or CTA qualified, or qualified by experience
• A minimum of five years’ personal tax experience within an accountancy practice
• Proven experience managing a portfolio of clients from onboarding through to completion
• Strong technical knowledge of personal tax compliance
• Confident communicator with the ability to build and maintain client relationships
• Highly organised with the ability to manage competing deadlines
• Self-motivated and comfortable working independently with minimal supervision

The Opportunity

• Ownership of a varied and established client portfolio
• Close working relationship with senior tax leadership
• Supportive and collaborative working environment
• Opportunity to further develop technical expertise and client-facing skills