Senior Personal Tax Accountant - #2191343

Salary: £38,000 to £46,000, depending on experience

Contract: Permanent, full-time

Company: KYZEN Sports

Department: Personal Tax and Mortgage Services

Location: Liverpool, office based

Reports to: Personal Tax Manager

About KYZEN Sports

KYZEN Sports is a Liverpool-based accountancy business providing tax and financial services to professional footballers across the UK.

The role

This is a senior, hands-on personal tax role with additional responsibilities supporting KYZEN Sports’ mortgage services. The postholder will manage their own client portfolio and work closely with the Personal Tax Manager on technical quality and day-to-day workflow. They will also work with the Senior Mortgage Adviser to identify suitable client referrals and help coordinate mortgage enquiries.

Personal tax is the main focus. The time allocated to mortgage work will be agreed with both managers, and return targets will reflect that allocation and the complexity of the cases handled.

Key responsibilities

• Manage an allocated portfolio of personal tax clients, predominantly professional footballers.
• Prepare and submit accurate Self-Assessment tax returns within agreed deadlines.
• Review client income, expenses, tax reliefs and supporting documents, and explain tax calculations and outcomes clearly.
• Handle HMRC correspondence and client queries, escalating complex matters when needed.
• Support quality reviews and provide practical guidance to colleagues on routine tax and procedural questions.
• Help the Personal Tax Manager monitor workflow, deadlines and outstanding work.
• Identify clients who may benefit from mortgage advice and refer them to the Senior Mortgage Adviser or another appropriately authorised adviser.
• With client authorisation, help gather documents and support mortgage administration and follow-up.
• Develop mortgage knowledge through relevant training and shadowing. Work towards CeMAP or another recognised mortgage qualification if agreed with KYZEN Sports.
• Maintain accurate client records, follow KYZEN Sports’ procedures and protect confidential information.
• Identify appropriate opportunities to refer clients to KYZEN Sports’ other services, always taking account of the client’s needs.

The postholder must not provide regulated mortgage advice or make personal mortgage recommendations until they meet the relevant qualification and competence requirements and are working within the firm’s permissions and supervision arrangements.

The ideal candidate

The ideal candidate will have experience preparing UK personal tax returns and managing client work. They will be organised, accurate and confident communicating with clients and colleagues. They will be comfortable supporting teammates and interested in developing their knowledge of mortgage services.

Experience with professional sportspeople, high-income clients or mortgage administration would be useful.

Essential experience and skills

• Experience preparing UK personal tax returns.
• Strong working knowledge of Self-Assessment and HMRC procedures.
• Excellent accuracy and attention to detail.
• Strong client communication and relationship-building skills.
• Ability to manage a portfolio, organise work and meet deadlines.
• Confidence supporting colleagues and providing constructive feedback.
• Good judgement about when to seek guidance or escalate an issue.
• A professional approach to confidential client information.
• Genuine interest in mortgages and willingness to undertake relevant training.

Desirable

• ATT, AAT, ACCA, ACA, CTA or equivalent qualification or experience.
• Experience in a high-volume personal tax environment.
• Experience working with professional sportspeople or complex income arrangements.
• Experience reviewing tax returns or mentoring colleagues.
• CeMAP qualification, progress towards CeMAP or experience in mortgage or financial services.

Key competencies

Technical knowledge and judgement

Prepares and reviews personal tax work accurately and recognises when a matter needs further technical input.

Client communication and service

Explains tax matters clearly, responds professionally and builds trusted client relationships.

Organisation and productivity

Manages a portfolio, follows up outstanding information and meets deadlines while balancing agreed responsibilities.

Quality and accuracy

Checks work carefully, maintains complete evidence and applies feedback to reduce errors and rework.

Team support and collaboration

Provides practical guidance and works effectively with colleagues across Personal Tax and Mortgage Services.

Commercial awareness and client care

Recognises when a client may benefit from another service and makes appropriate referrals based on their needs.

Learning and adaptability

Builds mortgage knowledge through training, shadowing and feedback while keeping personal tax skills up to date.

Performance and bonus

The role includes an annual performance bonus of up to 10%, subject to KYZEN Sports’ bonus scheme and its documented criteria.

The indicative annual benchmark is 600 completed tax returns. The target will be adjusted for case complexity and the agreed time spent on mortgage responsibilities and colleague support.

Working arrangements

Hours: 9:00 am to 5:30 pm, Monday to Thursday, and 10:00 am to 4:00 pm on Friday.

Annual leave: 28 days per year, including bank holidays.