Job Description
Personal Tax Client Senior / Assistant / Manager
Are you a personal tax professional who enjoys working closely with clients, building relationships, and developing others not just preparing returns?RECfinancial is working with a growing Leicester-based practice looking for a Personal Tax Client Senior / Assistant / Manager to take ownership of a portfolio and play a key role in their continued growth.The role is commutable from all areas of Leicestershire, Northampton and Warwickshire. The team are fantastic and create a superb environment.
The RoleYou ll manage your own portfolio of personal tax clients, becoming their trusted advisor while overseeing compliance and mentoring junior team members.Key responsibilities:
What Success Looks LikeWithin 12 months, you ll be the trusted point of contact for your clients, managing your portfolio confidently, developing junior staff, and contributing to the firm s growth.
For further information on this and other roles, call Neil on (phone number removed) or email (url removed)
Leicester / £40000 - £50000 / Hybrid / Generous hols / parking
Are you a personal tax professional who enjoys working closely with clients, building relationships, and developing others not just preparing returns?RECfinancial is working with a growing Leicester-based practice looking for a Personal Tax Client Senior / Assistant / Manager to take ownership of a portfolio and play a key role in their continued growth.The role is commutable from all areas of Leicestershire, Northampton and Warwickshire. The team are fantastic and create a superb environment.
The RoleYou ll manage your own portfolio of personal tax clients, becoming their trusted advisor while overseeing compliance and mentoring junior team members.Key responsibilities:
- Manage a portfolio of personal tax clients
- Build strong, long-term client relationships
- Review and oversee personal tax compliance
- Meet clients and explain tax matters clearly
- Mentor and support the Accounts Technician
- Manage workflow and deadlines
- Contribute ideas to improve client service and efficiency
- Accountancy practice experience
- Experience managing personal tax clients
- Strong Self Assessment knowledge
- Experience with sole traders, partnerships, landlords & directors
- Confident reviewing work and supporting junior staff
- Strong communication and organisational skills
- Capital Gains Tax knowledge
- Awareness of Making Tax Digital
- Experience with TaxCalc, QuickBooks, or Dext
What Success Looks LikeWithin 12 months, you ll be the trusted point of contact for your clients, managing your portfolio confidently, developing junior staff, and contributing to the firm s growth.
For further information on this and other roles, call Neil on (phone number removed) or email (url removed)
About RECfinancial