Details:
- Salary: £40,000 - 50,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: Leicester Leicestershire East Midlands
- Date: 1 week ago
Description:
Personal Tax Client Senior / Assistant / Manager
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
About YouEssential:
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 skillsDesirable:
Capital Gains Tax knowledge
Awareness of Making Tax Digital
Experience with TaxCalc, QuickBooks, or Dext
What Sets You ApartYou’re someone who builds trust quickly, communicates clearly, and enjoys helping others develop. You’re organised, proactive, and want to be part of a growing practice—not just a job.
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