TPF Recruitment is proud to be representing a leading andwell-established local accountancy firm in their search for a talented and experienced Personal Tax Senior. This firm has an outstanding reputation for providing high-quality services to a broad and diverse client portfolio. They are known for their supportive, collaborative, and professional working environment, making it an excellent place to develop and thrive in your tax career.
As a Personal Tax Senior, you will play a key role within the firm’s tax team, managing a portfolio of personal tax clients and ensuring the highest level of service delivery. You’ll work alongside an experienced team of professionals, providing expertise in personal tax compliance and advisory services.
Key Responsibilities:
1. Manage a portfolio of personal tax clients, including high-net-worth individuals, sole traders, partnerships, and directors.
2. Prepare and review self-assessment tax returns to ensure compliance with HMRC regulations.
3. Provide tax planning advice and support clients with tax-efficient strategies.
4. Identify opportunities for advisory work and collaborate with the team to deliver tailored solutions.
5. Build and maintain strong relationships with clients, acting as a trusted advisor.
6. Liaise with HMRC on behalf of clients to resolve queries and compliance matters.
7. Keep up to date with changes in tax legislation and share knowledge with the wider team.
8. Assist in mentoring and supporting junior team members as required.