Personal Tax Senior

Personal Tax Senior

We are looking for an experienced Personal Tax Senior to join a friendly, established tax department. The role involves managing a diverse portfolio of approximately 330 personal tax clients and delivering high‑quality personal tax compliance and advisory services.

Working Hours

Full‑time (37.5 hours per week) or part‑time, with flexible working patterns considered.

Personal Tax Senior Job Responsibilities

• Manage and take full ownership of a personal tax client portfolio of approximately 330 clients.
• Prepare personal self‑assessment and Capital Gains Tax (CGT) returns.
• Directly assist clients with queries, offering clear and proactive tax advice.
• Attend client meetings and conduct phone calls to review tax returns and address queries.
• Register trusts on the Trust Registration Service.
• Liaise directly with HMRC to resolve queries, change tax codes, and chase refunds.
• Assist with the preparation of P11Ds and support other ad hoc tax department duties.
• Collaborate closely with other seniors, managers, and partners, particularly during peak tax seasons.

Personal Tax Senior Requirements

• Proven experience managing personal tax portfolios within an accountancy practice.
• ATT qualified, or demonstrating equivalent substantial practical experience in tax.
• Strong technical knowledge of personal tax compliance, self‑assessments, CGT, and trusts.
• Excellent organisational and communication skills, with a commitment to maintaining high professional standards.
• Proven ability to manage workloads and prioritisation across multiple clients simultaneously.
• Must hold valid United Kingdom work authorisation and be fluent in English.
• Able to comfortably commute to the Malvern office (hybrid remote options available).

Personal Tax Senior Salary & Benefits

• Competitive pay dependent on experience.
• Hybrid remote working and flexi‑time options.
• Workplace pension scheme.
• Death in service benefits.
• Private medical cover (available via salary sacrifice).
• Cycle to work scheme.
• Regular social events.

#J-18808-Ljbffr