Tax Senior

Overview

In this role you will manage a portfolio of personal tax clients, ensuring accurate and timely delivery of self-assessment and compliance services. You will act as the trusted point of contact for clients, building strong relationships and guiding the day-to-day tax affairs. You will oversee workflow, allocate work, and support billing within an in-house tax compliance function. This position supports the tax director and contributes to a forward-thinking, client-focused team in Leeds.

Pay / Benefits

• 25 days’ holiday
• Performance-related bonus
• Private medical insurance
• Life assurance and critical illness cover
• Group income protection
• Hybrid and flexible working

Responsibilities

• Managing a portfolio of personal tax clients and overseeing day-to-day tax affairs
• Preparing and managing annual self-assessment tax returns with deadlines
• Calculating tax liabilities and responding to client queries
• Building strong client relationships and acting as a trusted point of contact
• Allocating work and monitoring progress to ensure efficient workflow
• Overseeing client billing and supporting management of client accounts
• Liaising with clients, advisers and HMRC on tax matters
• Maintaining accurate records and ensuring confidentiality of client information
• Keeping up to date with tax legislation and compliance requirements

Key requirements

• 3+ years of experience in Personal Tax
• Strong knowledge of personal tax compliance and self-assessment
• Experience managing client relationships with professionalism and discretion
• Highly organised with ability to manage multiple clients and deadlines
• Strong attention to detail and proactive problem-solving
• Trustworthy and commercially minded with ownership of work

• client-focused
• discretion
• strong communication
• personal tax compliance
• self-assessment
• tax legislation awareness

…