Personal Tax Senior

IPS Finance is working with an independent firm of Chartered Accountants in Leeds on a Personal Tax Senior role.

The role involves managing a diverse portfolio of personal tax clients, including high net worth individuals (HNWIs), company directors, and sole traders. You will ensure all compliance work is executed accurately and efficiently by preparing and reviewing personal tax computations and returns. Additionally, you will contribute to servicing complex clients and assist partners in delivering tax planning advice.

Key Responsibilities

• Managing a portfolio of clients as the primary point of contact
• Preparation and review of personal tax returns
• Providing guidance, training, and support to junior staff
• Identifying tax planning opportunities for individuals and trusts
• Assisting partners with tax consulting relevant to HNWI and trusts when needed

Skills and Experience

• Strong background in Personal Tax within a practice environment

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