At a Glance
- Tasks: Manage a portfolio of 200 personal tax clients and ensure timely compliance.
- Company: A forward-thinking firm with a strong history and diverse client base.
- Benefits: Competitive salary, generous holiday allowance, and a solid benefits package.
- Other info: Opportunity for career growth and advisory work in a dynamic environment.
- Why this job: Join a growing team and make a real impact on high-net-worth clients.
- Qualifications: Experience in personal tax compliance, especially with entrepreneurs and high-net-worth individuals.
The predicted salary is between 35000 - 45000 £ per year.
Your new company This forward-thinking and regional firm, which has recently taken on investment to grow, has a long history of supporting a range of clients across the North West and the wider UK.
They employ over 200 staff covering key service lines such as taxation, advisory, accounts/bookkeeping and audit.
This firm has a unique portfolio of clients ranging from multi-million turnover corporate clients, owner-managed businesses and start-up businesses.
They are currently searching for a Personal Tax Senior/Assistant Manager due to the growth and success of the current team.
Your new role As the personal tax lead, you will oversee your own portfolio of around 200 personal tax clients, for which you will be responsible for the delivery of all their compliance needs in a timely manner.
You will have a broad and interesting portfolio including high-net-worth individuals, non-doms and non-residents and assist with capital gains and other considerations.
You will be responsible for liaising with these clients, preparing and submitting the personal tax return and liaising with both HMRC and the client throughout.
What you'll need to succeed To be successful in this role, you will have a depth of personal tax compliance experience.
You will have experience of working with entrepreneurs or high-net-worth individuals over the past 3-5 years.
Whilst ATT qualified candidates will be welcomed, candidates who ae qualified by experience are also encouraged.
What you'll get in return In return for this Widnes-based tax opportunity, you will receive a competitive salary, ranging from £35,000 to £45,000, dependent on experience.
The firm also offers a generous good benefit package and holiday allowance.
Whilst a majority of the work is compliance focussed, there is an opportunity to take on more advisory work moving forward.
What you need to do now If you're interested in this Personal Tax Senior role in Widnes, click 'apply now' to forward an up-to-date copy of your CV,
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