Personal Tax Senior. LilyLifestyle

Personal Tax Senior | Liverpool 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.

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.

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.