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Private Client Tax Senior
£40,000 – £50,000 (DOE)
Full-time (part-time hours considered)
Based in Leeds – minimum 1 day per week in the office
The Role
This is a predominantly compliance-focused position with scope to get involved in advisory assignments where appropriate. You will work closely with colleagues and clients to ensure high-quality service delivery throughout the year.
Key responsibilities include:
- Preparing and reviewing Self-Assessment tax returns
- Liaising directly with clients and HMRC
- Managing HMRC correspondence and resolving queries
- Supporting ad hoc advisory projects
- Collaborating with team members to gather and review client information
- Assisting with Making Tax Digital (MTD) quarterly reporting
- Trust experience is advantageous but not essential
About You
We are looking for someone who is:
- Ideally ATT qualified, or Qualified by Experience (QBE)
- Experienced in preparing personal tax returns
- Confident in communicating with clients and HMRC
- Organised, proactive and able to manage deadlines during busy periods
- Comfortable working both independently and as part of a team
What’s on Offer
- Flexible working hours with a hybrid model
- Professional subscriptions paid (where relevant)
- Gym membership contribution up to £50 per month (following successful completion of 6-month probation)
This is a fantastic opportunity to join a forward-thinking firm that values work-life balance while maintaining high professional standards. If you’re looking to take the next step in your private client tax career, we’d love to hear from you.
51189CH
INDFIR
Portfolio Payroll Ltd is acting as an Employment Agency in relation to this vacancy.
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