Personal Tax Senior

Your new company
A well‑established and growing independent accountancy practice in Liverpool is looking to recruit an experienced Personal Tax professional to take ownership of its personal tax portfolio. This is an excellent opportunity for someone who enjoys managing their own clients, acting as a trusted advisor, and working with a good level of autonomy within a supportive team environment.

Your new role

In this role, you will take day‑to‑day responsibility for a diverse personal tax portfolio, acting as the primary point of contact for clients and ensuring a consistently high level of service. You will work closely with the Tax Director and will be responsible for managing compliance deadlines, overseeing the preparation and review of self‑assessment tax returns, and handling client queries as they arise.

You will also liaise directly with HM Revenue & Customs and will be expected to identify potential advisory opportunities, escalating these where appropriate.

What you'll need to succeed

You will be ATT and/or CTA qualified, or qualified by experience, with a minimum of five years' personal tax experience gained within an accountancy practice. You should have strong technical knowledge across personal tax compliance, including income tax and capital gains tax, and ideally some exposure to inheritance tax. Proven experience managing your own client portfolio from onboarding through to completion is essential, as is confidence in acting as the main point of contact for clients.

Strong organisational skills, the ability to manage multiple deadlines, and a comfortable, autonomous working style are key to success in this role.

What you'll get in return

You'll be joining a friendly and professional firm that values expertise, autonomy, and client relationships. The firm offers a supportive working environment, the opportunity to work closely with senior leadership, and a competitive salary and benefits package.

What you need to do now
If you're interested in this Personal Tax Senior role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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