Personal Tax Consultant - Preston or Southport - Levitate Recruitment

Personal Tax Consultant – Preston or Southport

Job ID: KEPR71814

Location: Preston or Southport

Salary: Excellent package to reflect experience

Levitate Recruitment have an excellent opportunity for a Personal Tax Consultant to take up a position with an award winning professional services firm in either their Preston or Southport offices. The firm have an excellent reputation for training staff and will offer a friendly and welcoming environment.

The Role:

Managing a portfolio of c. 175 clients whilst providing a high standard of client service, the principal duties of this role will include:

  • The preparation and filing of self-assessment tax returns
  • Preparing and filing forms P11D(b) and P11D for employer clients
  • Dealing with HMRC on behalf of clients and/or third parties
  • Managing the billing process of the portfolio
  • Candidates will need to have a natural ability to work well with people and be able to develop good and trusting relationships with our clients. A commitment to delivering exceptional client service alongside being a good team player will be the key to success in this role.

Requirements: 

To be considered for this position, applicants will need to have previous experience of:

  • Self-assessment, capital gains and business tax/capital allowances and benefits in kind.
  • Dealing with HMRC both face to face and by telephone
  • Our ideal candidate will have good IT skills and be attentive to detail.
  • Experience of using IRIS software will be advantageous.
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