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.

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INDFIR

Portfolio Payroll Ltd is acting as an Employment Agency in relation to this vacancy