Personal Tax Senior

An experienced and motivated Tax Senior to take responsibility for managing a varied portfolio of personal tax clients, delivering high-quality compliance services and contributing to advisory work. You will support clients in navigating complex tax matters, ensuring technical excellence and outstanding client service.

Client Details

Our client is a well-established independent firm of Chartered Accountants and business advisers based in the Midlands. With a history spanning over 100 years, the firm has built a strong reputation for providing high-quality professional services to a broad portfolio of clients including owner-managed businesses, SMEs, and private individuals.

The firm offers a full range of services including audit and assurance, accounting, tax advisory, payroll, and wider business support. Alongside its traditional compliance services, the practice is continuing to grow its advisory offering and embraces modern systems and cloud-based solutions to support clients effectively.

Despite its long heritage, the firm maintains a forward-thinking approach and prides itself on building long-term relationships with clients, delivering practical and proactive advice tailored to their needs.

Description

• Managing a portfolio of individuals, sole traders and partnerships, trusts and estates, overseeing both compliance and advisory work.
• Preparing and reviewing self-assessment tax returns.
• Providing advisory support across a range of personal tax matters, including capital gains tax, residence and domicile, property income, and business tax planning.
• Identifying tax planning opportunities and delivering practical, commercial advice to clients.
• Acting as a key point of contact for clients, building trusted relationships and providing ongoing tax support.
• Preparing and reviewing trust and estate tax returns.
• Liaising with HMRC to resolve client queries and handle communications.
• Reviewing the work of junior team members and supporting their development.

Profile

• Solid knowledge of UK personal tax.
• Experience preparing and reviewing self-assessment tax returns independently.
• A proactive and professional approach, with strong attention to detail.
• Ability to manage deadlines, prioritise tasks, and maintain a high standard of client service.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively within a team.

Job Offer

• Competitive salary and comprehensive benefits package (Negitoable DOE)
• Supportive team environment that values professional growth.
• A dedicated wellbeing team, providing support, initiatives, and resources to promote a healthy work-life balance.
• Fully funded professional qualifications and CPD courses
• Access to a staff benefits platform, offering health and wellbeing support plus exclusive retail discounts