Personal Tax Lead Specialist

1 day ago


Northwich, Cheshire, United Kingdom Bennett and Game Recruitment LTD Full time
Personal Tax Lead Specialist

A well-established accountancy practice based in Northwich, Chester, is seeking an experienced Personal Tax Lead Specialist to join their team on a full-time, permanent basis.

About the Job

This is a very busy, fast-paced, and varied personal tax position that requires an experienced tax-focused individual who enjoys planning, compliance, and preparation of personal tax returns.

You will be responsible for planning, preparing, and carrying out personal tax returns, managing a portfolio of personal tax clients, positively building relationships with clients, colleagues, and potential clients, reviewing the work of more junior tax colleagues, liaising with HMRC, and correctly calculating tax liability and communicating this with clients.

Other key responsibilities will include completing client P11D forms and submitting these to HMRC, keeping knowledge updated including tax laws and regulations, recording chargeable time daily, and working within fee budgets where required.

To be successful in this role, you will need to have at least 3 years' experience in a UK accountancy practice in a tax lead role, excellent personal tax experience, and strong organizational skills, efficient time management, and the ability to work under pressure at certain times of the year.

The ideal candidate will also hold tax or accountancy qualifications such as AAT, ATT, CTA, or ACCA, and be based within a reasonable commute of Northwich, Cheshire.

Responsibilities
  1. Plan and prepare personal tax returns
  2. Manage a portfolio of personal tax clients
  3. Build relationships with clients, colleagues, and potential clients
  4. Review the work of junior tax colleagues
  5. Liaise with HMRC
  6. Calculate tax liability and communicate with clients
  7. Complete client P11D forms and submit to HMRC


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