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- Tasks: Manage a diverse portfolio of personal tax clients and ensure compliance.
- Company: Established practice in Liverpool city centre with a supportive culture.
- Benefits: Competitive salary, hybrid working, and opportunities for career progression.
- Other info: Ideal for those seeking autonomy and growth in their tax career.
- Why this job: Gain exposure to varied tax work while building strong client relationships.
- Qualifications: ATT/CTA qualified or equivalent experience with five years in personal tax.
The predicted salary is between 40000 - 50000 £ per year.
We are looking to recruit an experienced Personal Tax Senior to take ownership of a varied portfolio of clients within a well-established and growing practice in Liverpool city centre. This is an excellent opportunity for someone confident managing their own portfolio while also gaining exposure to wider tax work, including corporation tax compliance and advisory projects.
Working closely with the Tax Director, you will play a key role in delivering a high level of client service, acting as the main point of contact and ensuring all compliance work is completed accurately and on time.
The role:
- Manage a portfolio of personal tax clients from onboarding through to completion
- Prepare and review self-assessment tax returns, ensuring accuracy and compliance with deadlines
- Act as the main point of contact for clients, building strong and lasting relationships
- Provide advice on income tax and capital gains tax matters, with some exposure to inheritance tax
- Liaise with HMRC and handle client queries effectively
- Identify potential tax planning opportunities and support on advisory work
- Gain exposure to corporation tax compliance and assist on advisory projects where appropriate
- Work closely with the Tax Director on complex cases and technical matters
About you:
- ATT / CTA qualified or qualified by experience
- Minimum of five years' experience in personal tax within practice
- Strong technical knowledge of personal tax compliance (income tax and capital gains tax essential)
- Experience managing your own portfolio of clients
- Confident communicator with a client-focused approach
- Organised, proactive, and able to manage multiple deadlines
- Ability to work independently with a good level of autonomy
What's on offer:
- Competitive salary
- Hybrid working (Liverpool city centre office)
- Exposure to a broad range of tax work, including advisory projects
- Supportive and collaborative working environment
- Opportunity to develop your technical skills and progress your career
This is a senior-level role offering responsibility and autonomy, ideal for someone looking to build on their personal tax expertise while broadening their experience into corporate tax and advisory work.
Personal Tax Senior in Liverpool employer: Adele Carr Recruitment Limited
Contact Detail:
Adele Carr Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior in Liverpool
✨Tip Number 1
Network like a pro! Attend industry events, join tax-related groups on LinkedIn, and connect with fellow professionals. You never know who might have the inside scoop on job openings or can refer you to someone looking for a Personal Tax Senior.
✨Tip Number 2
Show off your expertise! Prepare a portfolio showcasing your achievements in personal tax compliance and advisory projects. When you get the chance to chat with potential employers, use this to demonstrate your skills and how you can add value to their team.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your career goals. Check out our website for openings that match your skills and interests. Tailor your approach to each company, highlighting how your experience fits their needs.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. Use this opportunity to reiterate your enthusiasm for the role and remind them why you’re the perfect fit for their team.
We think you need these skills to ace Personal Tax Senior in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your personal tax expertise and any relevant qualifications like ATT or CTA. We want to see how you can manage a portfolio and deliver top-notch client service!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Personal Tax Senior role. Share specific examples of your experience managing clients and handling tax compliance, so we can see your passion for the role.
Showcase Your Communication Skills: As a Personal Tax Senior, you'll be the main point of contact for clients. Make sure your application reflects your strong communication skills. Whether it's through your CV or cover letter, let us know how you've built lasting relationships with clients in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Adele Carr Recruitment Limited
✨Know Your Tax Stuff
Make sure you brush up on your personal tax knowledge, especially around income tax and capital gains tax. Be ready to discuss specific cases or scenarios where you've successfully managed tax compliance or provided advice.
✨Showcase Your Client Management Skills
Prepare examples of how you've built strong relationships with clients in the past. Think about times when you acted as the main point of contact and how you handled client queries effectively.
✨Demonstrate Your Proactivity
Be ready to talk about how you've identified tax planning opportunities for clients. Highlight any experiences where you took the initiative to support advisory work or improve processes.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to tax compliance and advisory projects. This shows your genuine interest in the role and helps you understand how you can contribute to their success.