Personal Tax Senior

Job Description

Hiring: Personal Tax Senior

Salary: 35000 - 45000

Location: Crewe Cheshire Flexible Working Available

Lead Personal Tax Compliance with an Expanding Practice

Are you a fully qualified tax professional with 5 years practice experience ready to take ownership of a personal tax portfolio and lead client relationships Our client a well-established chartered certified accountancy firm in Crewe with over 20 years of excellence is seeking a Personal Tax Senior to join their expanding tax department.

This is an outstanding opportunity to manage your own portfolio of personal tax clients handle complex tax matters and develop junior team members. With clear progression to management level excellent remuneration and a supportive culture this role offers the perfect platform for ambitious tax professionals looking to advance their careers.

About the Role

As a Personal Tax Senior youll take full responsibility for managing a diverse portfolio of personal tax clients from straightforward self-assessment returns to complex tax planning matters. Youll work independently on most assignments provide technical tax advice and act as the primary point of contact for clients. Youll also supervise and mentor junior tax staff whilst contributing to the growth and development of the tax department.

This is a full-time position with flexible working arrangements available offering excellent work-life balance in a professional practice environment that values technical excellence client service and staff development.

Key Responsibilities

Personal Tax Compliance & Returns

• Prepare and review self-assessment tax returns for individuals partners sole traders and trustees
• Manage a diverse portfolio of personal tax clients with varying complexity levels
• Calculate income tax liabilities capital gains tax and other personal tax obligations
• Ensure accurate completion and timely submission of all tax returns and computations
• Review tax returns prepared by junior staff for accuracy and compliance
• Identify and claim all available reliefs allowances and exemptions
• Prepare partnership tax returns and allocation of profits/losses to partners
• Handle trust and estate tax returns including income tax and capital gains tax
• Manage non-resident and domicile tax matters including split-year treatment and remittance basis
• Prepare provisional and amended tax returns where required

Capital Gains Tax (CGT)

• Calculate and advise on capital gains tax for individuals and trustees
• Prepare CGT computations for property disposals share sales and other asset disposals
• Advise on principal private residence relief lettings relief and business asset disposal relief
• Calculate and claim entrepreneurs relief (now business asset disposal relief) where applicable
• Advise on CGT planning opportunities including use of annual exemptions and losses
• Handle share reorganisations takeovers and corporate actions for CGT purposes
• Prepare real-time CGT returns for property disposals within 60-day deadline

Tax Planning & Advisory

• Provide proactive personal tax planning advice to clients
• Advise on income tax efficiency including dividend planning pension contributions and gift aid
• Develop tax-efficient strategies for property investors and landlords
• Advise on inheritance tax planning including lifetime gifts trusts and estate planning
• Provide guidance on tax-efficient investments (ISAs pensions EIS SEIS VCTs)
• Advise on remuneration planning for owner-managers and directors
• Support clients with retirement planning and pension tax matters
• Identify and implement tax saving opportunities across all taxes
• Prepare tax projections and forecasts for clients financial planning

Client Relationship Management

• Act as primary point of contact for personal tax clients
• Build and maintain strong trusted relationships with clients
• Conduct client meetings to discuss tax matters planning opportunities and compliance
• Communicate complex tax matters clearly and in plain English to clients
• Respond to client queries promptly and professionally
• Provide excellent client service that enhances the firms reputation
• Identify opportunities for additional services and cross-selling
• Support business development activities and client retention

HMRC Correspondence & Enquiries

• Handle HMRC correspondence queries and notices on behalf of clients
• Manage tax enquiries and investigations including full and aspect enquiries
• Prepare responses to HMRC information requests and queries
• Negotiate settlements with HMRC where appropriate
• Handle penalty appeals and mitigation submissions
• Manage payment on account applications and time-to-pay arrangements
• Deal with coding notices tax calculations and refund claims
• Liaise with HMRC agents helpline and correspondence teams

Technical Compliance & Quality

• Maintain up-to-date knowledge of personal tax legislation case law and HMRC guidance
• Ensure all work complies with current tax law and professional standards
• Apply anti-money laundering (AML) procedures and client due diligence
• Ensure compliance with professional conduct in relation to taxation (PCRT) standards
• Review and quality-check work prepared by junior staff
• Contribute to the firms tax technical resources and knowledge base
• Participate in technical training and CPD activities
• Provide technical support and guidance to colleagues on complex tax matters

Team Leadership & Supervision

• Supervise mentor and develop tax assistants and trainees
• Delegate work appropriately and monitor progress
• Review tax returns and computations prepared by junior staff
• Provide constructive feedback coaching and on-the-job training
• Support recruitment and training initiatives within the tax department
• Contribute to a positive collaborative team environment

Practice Development

• Contribute to the growth and development of the tax department
• Support marketing and business development initiatives
• Participate in client seminars webinars and technical updates
• Build relationships with professional contacts (IFAs solicitors estate agents)
• Represent the firm professionally in the local business community
• Identify opportunities to expand the personal tax service offering

What Were Looking For

Essential Qualifications & Experience

• Fully qualified tax professional (CTA ATT ACA ACCA with tax specialism or equivalent)
• Minimum 5 years personal tax experience within an accountancy practice environment
• Comprehensive knowledge of UK personal tax legislation including income tax CGT and IHT
• Strong experience preparing and reviewing self-assessment tax returns for diverse client types
• Proven ability to manage a personal tax portfolio independently
• Experience handling complex tax matters including non-domicile trusts and estates
• Demonstrated ability to provide tax planning advice to clients
• Experience managing HMRC enquiries and correspondence
• Strong knowledge of capital gains tax including reliefs and exemptions
• Experience supervising and reviewing junior staff work
• Proficiency with tax software (CCH Alphatax Digita or similar)

Desirable Skills & Experience

• Chartered Tax Adviser (CTA) qualification
• Experience with inheritance tax planning lifetime gifts and trusts
• Knowledge of non-resident and domicile tax matters
• Experience with property tax matters including furnished holiday lets and rent-a-room relief
• Understanding of employment-related securities and share schemes
• Experience with tax investigations and settlements
• Knowledge of international tax matters and double tax treaties
• Experience with high-net-worth individuals and complex tax affairs
• Business development and networking experience
• Experience with Making Tax Digital (MTD) for Income Tax

Key Skills & Attributes

• Exceptional technical tax knowledge with meticulous attention to detail
• Strong analytical skills able to interpret complex tax legislation and apply to client situations
• Excellent organisational and time management skills able to manage multiple deadlines and priorities
• Outstanding communication skills both written and verbal with ability to explain tax matters clearly
• Client relationship management skills professional approachable and trusted advisor
• Commercial awareness understanding of clients businesses and personal circumstances
• Proactive and solutions-focused able to identify planning opportunities and solve problems
• Leadership qualities able to supervise motivate and develop junior staff
• Self-motivated able to work independently with minimal supervision
• Professional judgement able to make sound decisions on technical tax matters
• Commitment to quality and accuracy in all aspects of work
• Team player with collaborative approach and positive attitude

Excellent Benefits Package

Our client offers an attractive salary and comprehensive benefits package designed to reward your expertise and support your continued career development:

• Competitive salary: 35000 - 45000 per annum (dependent on experience qualifications and portfolio responsibility)
• Flexible working: Hybrid/Flexiable working arrangements available with work-from-home options
• Career progression: Clear pathway to Tax Manager Senior Manager and Partner level with structured development plans
• Professional development: Regular technical training tax updates CPD opportunities and leadership development
• Mentorship: Direct exposure to partners and senior management with coaching and career guidance
• CPD support: Funding for relevant tax courses conferences and professional development activities
• Modern technology: Access to leading tax software platforms and digital tools
• Supportive culture: Collaborative professional environment where technical excellence is valued
• Performance bonus: Discretionary bonus scheme based on individual performance chargeable hours and firm profitability
• Profit share potential: Opportunity to participate in profit share arrangements as you progress
• Social events: Regular team activities celebrations networking events and charity fundraising
• Pension scheme: Competitive workplace pension contribution
• Annual leave: Generous holiday entitlement plus bank holidays (with additional days for long service)

About Our Client

Our client is a chartered certified accountancy practice based in Crewe Cheshire with over 20 years of experience serving businesses and individuals across the UKand the wider North West. They provide a comprehensive range of services including accountancy audit taxation payroll bookkeeping and business advisory to a diverse and loyal client base.

Following a period of significant growth and expansion the firm is now recruiting across all departments to support their growing client portfolio and ambitious plans for the future. The tax department has experienced particularly strong growth with an increasing number of personal tax clients requiring high-quality proactive tax compliance and planning services. The firm has secured numerous new personal tax clients including high-net-worth individuals property investors business owners and professionals requiring specialist tax advice. This is an exciting time to join a practice that is investing in its tax team systems and service offering.

How to Apply

If youre ready to take the next step in your corporate tax career and manage your own portfolio with a supportive established practice that offers genuine progression to management and partner level wed love to hear from you.

To apply or discuss this opportunity in confidence please contact:

Jake on or contact directly on 0