Personal Tax Senior Associate (Finance)

TL;DR

Personal Tax Senior Associate (Finance): Providing high-quality personal tax compliance and ad hoc advisory services with an accent on inheritance tax, capital gains tax, and trust planning. Focus on managing a personal portfolio, delivering compliance services, and developing solutions for complex tax issues.

Location: Hybrid (Manchester / Leeds, UK)

Salary: £35,000 - £45,000 per annum

Company

An award-winning tax practice specializing in personal tax compliance and advisory services.

What you will do

• Manage a dedicated portfolio of personal tax clients.
• Deliver and manage high-quality personal tax compliance services.
• Provide expert tax advice on inheritance and capital gains tax planning.
• Develop and implement trust planning strategies tailored to individual client strengths.
• Communicate complex tax issues clearly and develop effective solutions.
• Collaborate with the wider team to ensure all deadlines and organizational goals are met.

Requirements

• ATT, ACA, or CTA qualified or currently working towards qualification.
• Strong communication and stakeholder management skills.
• Proven organizational and prioritization skills to manage multiple deadlines.
• Must be based in the UK to support the hybrid working model in Manchester or Leeds.

Culture & Benefits

• 25 days holiday.
• Private health care and life assurance.
• Competitive pension scheme.
• Eligibility for the firm's Profit-Sharing Plan.
• Regular training and structured career development opportunities.