At a Glance
- Tasks: Manage a portfolio of personal tax clients and mentor junior team members.
- Company: Growing Leicester-based practice with a fantastic team environment.
- Benefits: Competitive salary, generous holidays, hybrid work, and parking.
- Other info: Join a proactive team focused on growth and development.
- Why this job: Become a trusted advisor and make a real impact in clients' lives.
- Qualifications: Experience in accountancy practice and managing personal tax clients.
The predicted salary is between 45000 - 45000 £ per year.
Are you a personal tax professional who enjoys working closely with clients, building relationships, and developing others—not just preparing returns? RECfinancial is working with a growing Leicester-based practice looking for a Personal Tax Client Senior / Assistant / Manager to take ownership of a portfolio and play a key role in their continued growth. The role is commutable from all areas of Leicestershire, Northampton and Warwickshire. The team are fantastic and create a superb environment.
The Role
- Manage your own portfolio of personal tax clients, becoming their trusted advisor while overseeing compliance and mentoring junior team members.
Key responsibilities:
- Manage a portfolio of personal tax clients
- Build strong, long-term client relationships
- Review and oversee personal tax compliance
- Meet clients and explain tax matters clearly
- Mentor and support the Accounts Technician
- Manage workflow and deadlines
- Contribute ideas to improve client service and efficiency
About You
Essential:
- Accountancy practice experience
- Experience managing personal tax clients
- Strong Self Assessment knowledge
- Experience with sole traders, partnerships, landlords & directors
- Confident reviewing work and supporting junior staff
- Strong communication and organisational skills
Desirable:
- Capital Gains Tax knowledge
- Awareness of Making Tax Digital
- Experience with TaxCalc, QuickBooks, or Dext
What Sets You Apart
You’re someone who builds trust quickly, communicates clearly, and enjoys helping others develop. You’re organised, proactive, and want to be part of a growing practice—not just a job.
What Success Looks Like
Within 12 months, you’ll be the trusted point of contact for your clients, managing your portfolio confidently, developing junior staff, and contributing to the firm’s growth.
