Personal Tax Senior, Assistant Manager or Manager

Personal Tax Senior / Manager – Wilmslow

£30,000–£60,000 depending on experience | Hybrid, part-time and condensed hours considered

An excellent opportunity has arisen to join the expanding tax team of a well-established independent accountancy practice in Wilmslow.

The firm has experienced significant growth in recent years and continues to invest in its people, technology and specialist tax services. It supports an interesting private-client portfolio including professionals, business owners, property investors and high-net-worth individuals.

The role can be tailored around the successful candidate’s experience. Applications are welcomed from experienced Personal Tax Assistants and Seniors through to established Managers seeking greater responsibility.

Experienced staff can work predominantly from home, while part-time and condensed working arrangements will also be considered.

You will initially receive a manageable portfolio, giving you time to understand the clients, systems and working practices before gradually taking on greater responsibility.

Your duties may include:

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• Preparing personal tax returns and supporting calculations.
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• Managing a portfolio of private clients and building long-term relationships.
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• Obtaining information from clients and resolving queries.
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• Ensuring work is completed accurately and in line with HMRC deadlines.
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• Preparing files for review and Partner sign-off.
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• Responding to HMRC correspondence and client enquiries.
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• Identifying issues that may require further tax advice.
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• Working closely with colleagues across tax, accounts and payroll.
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• Supporting junior colleagues, depending on your experience.
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• Contributing to process improvements and internal projects.
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There will also be opportunities to develop broader advisory experience in areas such as:

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• Capital gains tax.
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• Inheritance tax planning.
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• Trusts.
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• Property portfolios.
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• Overseas tax matters.
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• Tax planning for high-net-worth individuals and business owners.
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The firm encourages employees to become involved in technical, technology and process-improvement projects alongside their client work.

The firm is flexible on the level of appointment and will consider candidates with different levels of experience.

You will ideally have:

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• At least two years’ personal tax experience.
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• Experience preparing UK personal tax returns.
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• A good understanding of UK personal tax compliance.
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• Strong organisational skills and the ability to manage competing deadlines.
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• Clear written and verbal communication skills.
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• A client-focused and collaborative approach.
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• The confidence to ask questions and seek support when required.
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• An interest in developing your technical knowledge and wider advisory experience.
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Candidates may be ATT qualified, studying towards ATT or qualified by experience. Study support can be provided for relevant ATT or CTA qualifications.

The firm is also interested in transferable skills gained outside tax, particularly experience involving customer service, communication, technology, languages, team leadership or process improvement.

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• Salary of £30,000–£60,000, depending on experience.
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• Flexible and hybrid working.
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• Predominantly remote working available for experienced staff.
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• Part-time hours considered.
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• Condensed working patterns considered.
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• ATT or CTA study support.
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• Supportive buddy system.
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• Regular company-funded social events.
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• Exposure to complex private-client and advisory work.
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• Opportunities to lead internal and technical projects.
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• Genuine scope for progression as the tax team continues to grow.
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The firm has a highly supportive and team-oriented culture. Colleagues work together during busy periods and employees are encouraged to ask questions, share ideas and contribute to the development of the business.

A buddy system ensures that employees always have more than one person available for support. The firm believes that admitting when you do not know something is a learning opportunity rather than a weakness.

Employees at all levels are encouraged to take ownership of projects and improve the way the firm works. This has included technical initiatives, technology implementation, workflow improvements and external presentations.

The practice combines interesting and technically varied work with the flexibility, close relationships and supportive culture of an independent firm.