Tax Senior

Marks Sattin are delighted to be partnering with a leading investment management business who are looking to recruit a Personal Tax Senior to join their in-house Tax Compliance team based in Leeds City Centre.

This is a fantastic opportunity for someone with experience in Personal Tax who is looking to take ownership of client relationships and play a key role in the delivery of tax services within a professional, forward-thinking organisation.

You'll be responsible for managing client affairs, ensuring compliance deadlines are met and helping to oversee the smooth running of the tax function.

Reporting to the Tax Director, you'll play a key role in supporting the management of a portfolio of clients and ensuring the accurate and timely delivery of tax compliance services.

• Managing a portfolio of personal tax clients and overseeing their day-to-day tax affairs.
• Preparing and managing annual self-assessment tax returns and ensuring compliance deadlines are met.
• Calculating tax liabilities and responding to client queries.
• Acting as a trusted point of contact for clients, building strong and lasting relationships.
• Allocating work and monitoring progress to ensure an efficient workflow.
• Overseeing client billing and supporting the management of client accounts.
• Liaising with clients, advisers and HMRC on tax-related matters.
• Maintaining accurate records and ensuring client information is handled confidentially.
• Keeping up to date with tax legislation and relevant compliance requirements.

• 3+ years pf experience working within Personal Tax
• Strong knowledge of personal tax compliance and self-assessment.
• Experience managing client relationships and handling client affairs with professionalism and discretion.
• Highly organised, with the ability to manage multiple clients and deadlines.
• Strong attention to detail and a proactive approach to problem-solving.
• A trustworthy and commercially minded individual who takes ownership of their work.

• Annual leave: 25 days' holiday, increasing to 28 days with length of service
• Bonus:
  Performance-related bonus opportunities
• Private medical insurance
• Life assurance and critical illness cover
• Group income protection
• Employee Assistance Programme:
  Additional employee wellbeing support.
• Hybrid and flexible working:
  Flexible working opportunities, depending on the role.
• Additional perks:
  Paid volunteering days, celebration leave, free healthy breakfast or snack options, recognition awards and discounted financial advice.
• A supportive working environment with opportunities for long-term career development.