Personal Tax Senior

Job Title:

Personal Tax Senior

Location:

Waterloo, London Package: £40,000-£55,000 , hybrid working, standard holiday, pension, and more

Working hours:

Full time, Monday-Friday, 9am-5:30pm

• Manage a portfolio of personal tax clients, acting as the primary point of contact for both compliance and advisory matters.
• Prepare and review Self Assessment tax returns for individuals, directors, sole traders and partnerships, ensuring accuracy and timely submission.
• Provide personal tax planning advice, including income tax, capital gains tax, inheritance tax, remuneration and pension planning.
• Identify tax planning opportunities and advise clients on available reliefs, allowances and tax-efficient strategies.
• Handle HMRC enquiries and correspondence, resolving technical tax issues on behalf of clients.
• Work closely with the accounts team to deliver integrated tax advice and support clients with complex tax matters, including residency and domicile where required.
• Review and supervise the work of junior team members, providing mentoring and technical guidance.
• Keep up to date with changes in UK tax legislation while developing strong client relationships and identifying opportunities for additional advisory services.

• CTA or ATT qualifications are advantageous
• Strong technical expertise across UK personal tax
• A minimum of 3 years Personal Tax experience. More experienced candidates can be considered for higher roles
• Commercially aware, proactive, and solutions driven
• Excellent communication, interpersonal, and organisational skills

• Salary depending on experience, and level. Ranging from £40,000-£55,000
• 20 days holiday (increases to 23 after 3 years' service, increasing each year to a maximum of 25 days).
• 25 days holiday for Managers & Senior Managers.
• We do close from COB on 23rd December over the Christmas period This is not taken from your annual leave, it is given to employees.
• Maternity - better than Statutory 6 weeks full salary, 6 weeks half salary then SMP.
• Paternity pay - better than Statutory - 2 weeks full pay.
• Employee Assist Program
• Vitality Healthcare
• Standard Pension, employee pays 5%, employer pays 3% (increasing to 5% after 5 years service)
• Payment of £100 towards glasses
• Long term service awards (currently £50 per year of service, 10 & 20 years)
• Client introduction/work awards (10% off fees paid to employee)
• £20 article payment.