Tax Executive, Personal Tax Compliance Unit

Personal Tax Executive – Private Assurance Tax

Milton Keynes or Manchester

Responsibilities

• Deliver complex personal tax returns and projects for ultra‑high net‑worth individuals.
• Own and manage a portfolio of clients, guiding the full tax‑return lifecycle from start to finish.
• Conduct technical research, prepare returns and calculations for manager review, and provide well‑supported opinions.
• Engage directly with clients and HMRC, acting as the primary point of contact and communicating clearly and timely.
• Proactively manage deadlines, prioritise tasks, and oversee work‑in‑progress to ensure efficient completion.
• Collaborate with other tax service lines, building strong internal relationships and sharing knowledge.

Qualifications

• Minimum experience in UK Personal Tax.
• A‑Levels or equivalent; good grades in Maths and English GCSE.
• Excellent written and verbal communication skills.
• Optional: ATT qualification (or working towards) with study support available.
• Self‑motivated and driven.
• Highly organised with ability to meet deadlines and manage expectations.

Benefits

• Competitive salary and reward package.
• Tailored development programmes and access to coaching.
• Flexible bank holidays.
• Pension, life assurance and private medical.
• Additional holiday purchasing and health benefits.
• Gym memberships, financial advice and shopping discounts.

Flexible working arrangements are available, including reduced hours and the firm’s “how we work” framework.

#J-18808-Ljbffr…