Your new company
A well-established and growing independent accountancy practice in Liverpool is looking to recruit an experienced Personal Tax professional to take ownership of its personal tax portfolio. This is an excellent opportunity for someone who enjoys managing their own clients, acting as a trusted advisor, and working with a good level of autonomy within a supportive team environment.
Your new roleIn this role, you will take day-to-day responsibility for a diverse personal tax portfolio, acting as the primary point of contact for clients and ensuring a consistently high level of service. You will work closely with the Tax Director and will be responsible for managing compliance deadlines, overseeing the preparation and review of self-assessment tax returns, and handling client queries as they arise. You will also liaise directly with HM Revenue & Customs and will be expected to identify potential advisory opportunities, escalating these where appropriate.
What you'll need to succeedYou will be ATT and/or CTA qualified, or qualified by experience, with a minimum of five years' personal tax experience gained within an accountancy practice. You should have strong technical knowledge across personal tax compliance, including income tax and capital gains tax, and ideally some exposure to inheritance tax. Proven experience managing your own client portfolio from onboardin...