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Personal Tax Senior @ Reed

Liverpool, England, GBHybridFull-time
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About this role

  • Liverpool, Flexible Working Options
  • Up to £46,000 DOE
  • Top Accountancy Practice
  • Enhanced Package + Career Progression

Are you a Personal Tax professional looking to further your career with a well-established and growing accountancy practice?

A respected firm in Liverpool is looking to strengthen its tax team with the appointment of a Personal Tax Senior. This role offers the opportunity to work closely with a varied client base, including high-net-worth individuals, business owners, company directors, partnerships, and trusts, whilst gaining exposure to both compliance and advisory work.

The Role

You'll take responsibility for managing a portfolio of clients, ensuring a high standard of service delivery while developing strong relationships and identifying opportunities to provide additional value.

Responsibilities

  • Managing a portfolio of personal tax clients.
  • Preparing and reviewing self-assessment tax returns.
  • Handling the tax affairs of directors, sole traders, partnerships, trusts, and high-net-worth individuals.
  • Assisting with tax planning projects covering areas such as CGT, IHT, and wealth preservation.
  • Acting as a key point of contact for client queries.
  • Ensuring compliance deadlines are met efficiently and accurately.
  • Supporting and developing junior members of the tax team.

About You

  • Previous Personal Tax experience within an accountancy practice environment.
  • ATT, CTA, ACA or ACCA qualified or studying towards qualification.
  • Strong technical knowledge of personal tax compliance.
  • Excellent organisational and client-facing skills.
  • Able to manage multiple deadlines and client relationships effectively.
  • Keen to develop professionally and progress within a successful firm.

What's On Offer?

  • Competitive salary with regular reviews
  • Annual bonus scheme
  • Hybrid and flexible working arrangements
  • Exposure to high-quality personal tax advisory work
  • Structured progression opportunities
  • Professional qualification support where applicable
  • Generous holiday entitlement and pension scheme
  • Friendly and supportive working environment

Apply Now

This opportunity would suit an experienced Personal Tax Senior seeking a new challenge or a motivated Personal Tax Semi-Senior ready to take the next step. Join a firm that values its people, invests in development, and offers genuine long-term career progression within a thriving tax team. Apply here or contact Liz Chapman at Reed today.

Skills

personal taxself-assessmenttax planningCGTIHTwealth preservation

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