Tax Senior

Are you an experienced tax professional with experience working in tax compliance?

Do you enjoy working closely with clients and contributing to tax planning strategies?

Looking for a leadership role in a supportive firm offering impressive progression?

This is an exceptional opportunity for a Tax Senior to work alongside Partners in a role that provides a substantial amount of responsibility and autonomy. The successful candidate will oversee the tax compliance services of this small yet mighty firm.

This Tax Senior job offers a varied mix of client onboarding, compliance, tax planning, and process improvement, making it ideal for someone who thrives in a client-facing role with strategic responsibilities.

You’ll have the opportunity to lead tax processes, mentor junior staff, and implement improvements, ensuring clients receive a seamless and efficient service.

But the benefits don't end there...

The firm offers a clear progression pathway toward manager level and beyond, making this the perfect opportunity for an ambitious and highly capable ambitious tax professional.

Want to hear more?

Get further details by applying for this Tax Senior job in Wilmslow today!

• Acting as the first point of contact for new personal tax clients, providing quotes based on their needs
• Setting up new client registrations with HMRC and handling necessary authorisations
• Managing KYC and financial due diligence as part of the onboarding process
• Serving as the main contact for tax client queries, offering timely support and solutions

• Gathering client information and updating records annually
• Preparing personal tax returns, ensuring accuracy and adherence to tax regulations
• Reviewing tax returns prepared by junior staff, identifying any errors or omissions
• Preparing P11Ds and quarterly CT61 returns
• Meeting with clients to discuss tax returns, queries, and planning opportunities
• Managing estate tax matters and tax returns up to the date of death for individuals

• Handling tax administration for trusts, including registration and claims

• Attending client meetings and assisting other team members as needed
• Expanding knowledge through ongoing training and development

• Providing basic tax planning advice to clients
• Assisting the internal team with tax-related queries

• Supporting the implementation of MTD for income tax, working alongside the accounts team

• Reviewing tax return completion levels, identifying opportunities for process improvements
• Ensuring all returns are completed ahead of deadlines
• Evaluating internal checklists and resources, ensuring adequate team support
• Regularly communicating with directors and team members to drive efficiency and effectiveness

This firm has a reputation for providing expert tax and advisory services while fostering a collaborative and supportive work environment. They offer:

• A diverse client portfolio, including individuals, businesses, and trusts
• Opportunities for career progression, with ongoing training and development
• A dynamic and friendly team culture, where your expertise is valued
• A commitment to flexibility and work-life balance

• Qualified tax professional (CTA, ATT, or equivalent experience)
• Strong technical knowledge of personal tax, estate tax, and trust administration
• Experience in managing client relationships and providing high-quality tax advice
• Leadership skills, with experience mentoring and supporting junior team members
• Excellent communication skills, both written and verbal, with a client-focused approach
• Ability to implement process improvements and enhance tax compliance efficiency
• Proficiency in tax software and familiarity with HMRC processes and MTD requirements

• £35,000 to £50,000 per annum
• Permanent, full-time role
• Hybrid / flexible working
• Generous annual leave
• Employee Assistance Programme
• Contributory pension scheme
• Ongoing progression
• Modern office
• Plus more

Public Practice Recruitment Ltd recruits high-calibre accounting professionals at all levels for tax, accounts, and auditor jobs on both a permanent and temporary basis for accountancy firms.

Specialising solely in accountancy recruitment, Public Practice Recruitment Ltd regularly has new accountancy jobs in Wilmslow and has a superb track record of meeting and exceeding expectations for accountants looking for their next accounting role.