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Permanent

Personal Tax Specialist

Winnington
money-bag Negotiable
225163082
Posted Today

My client, a well-established and forward-thinking accountancy practice, is looking to recruit an experienced Personal Tax Specialist to join their busy Northwich office. This is an excellent opportunity for a tax professional who enjoys managing client relationships, delivering high-quality compliance work and working within a supportive and collaborative team.

Reporting to the Client Director, the successful candidate will manage a portfolio of approximately (phone number removed) personal tax clients, including high-net-worth individuals, landlords and Court of Protection cases.

Duties will include:

  • Managing a varied portfolio of personal tax clients
  • Preparing, reviewing and submitting self-assessment tax returns
  • Providing personal tax planning and compliance support
  • Calculating and communicating tax liabilities to clients
  • Preparing and filing P11Ds and administering benefits in kind
  • Liaising with HMRC and third parties on behalf of clients
  • Building strong client relationships and handling queries professionally
  • Ensuring all work is completed accurately and within deadlines
  • Keeping up to date with tax legislation and compliance requirements

To be suitable for this role you will have:

  • Previous experience within an accountancy practice in a personal tax role
  • Strong understanding of UK personal tax compliance
  • Excellent communication and interpersonal skills
  • Highly organised with strong time management abilities
  • Able to work independently and collaboratively within a team
  • Tax or accountancy qualifications (or studying towards) advantageous
  • Proactive approach with strong attention to detail
  • Comfortable managing sensitive and complex client matters

This role offers a basic salary dependant on experience plus excellent benefits including:

  • Hybrid working after probation (3 office / 2 home)
  • 36 days holiday including Bank Holidays & Christmas closure
  • 5% employer pension contribution
  • Buy/sell holiday scheme
  • Enhanced family leave and sick pay
  • Employee assistance programme & life assurance
  • Volunteer days and charity initiatives
  • Long service rewards and referral scheme
  • On-site parking


This is a fantastic opportunity to join a progressive and people-focused firm offering long-term career development, modern working practices and a supportive team environment. Email your CV today - if you do not hear from us within 5 working days, please assume you have not been successful.


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