1. A role moulded around you and your strengths/areas of passion
2. Supportive culture that values individual contribution and expertise
About Our Client
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.
Job Description
3. Manage a portfolio of personal tax clients, ensuring all compliance deadlines are met.
4. Prepare and review personal tax returns, ensuring accuracy and compliance with regulations.
5. Provide tax planning advice to clients, identifying opportunities for tax efficiency.
6. Handle HMRC enquiries and correspondence on behalf of clients.
7. Assist with advisory projects, including inheritance tax and capital gains tax planning.
8. Support junior team members by providing guidance and reviewing their work.
9. Maintain up-to-date knowledge of UK tax legislation and changes.
10. Develop strong client relationships through effective communication and service delivery.
The Successful Applicant
A successful Personal Tax Senior should have:
11. Professional qualifications in tax or accountancy, such as ATT, CTA, or equivalent.
12. Experience in personal tax compliance and advisory work within professional services.
13. A strong understanding of UK tax legislation and regulations.
14. Excellent attention to detail and organisational skills.
15. Proficiency in tax software and Microsoft Office applications.
16. A proactive approach to problem-solving and client service.
17. Strong communication skills, both written and verbal.
What's on Offer
18. Permanent role with opportunities for professional growth and development.
19. Support for further qualifications and training.
20. 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!