Personal Tax Senior

Role Overview

To assist managers, directors and partners with the completion and review of personal tax computations, dealing with tax queries from colleagues and clients as well as complex HMRC correspondence and tax planning issues.

• Manage portfolio of personal tax clients ensuring compliance with HMRC and in-house deadlines
• Prepare tax computations and returns for Manager/Director review
• Review tax work prepared by non-tax specialists
• Provide technical assistance in resolving tax queries
• Provide assistance on ad hoc advisory projects including technical research
• Identify tax planning opportunities
• Supporting and training other members of the tax department
• Provide capital gains and inheritance tax planning advice
• Manage complex HMRC correspondence

• Excellent communication skills – verbal and written
• Ability to work as part of a team, yet also work using own initiative when required.
• ATT qualified with 5-6 years post qualified experience
• Good commercial understanding
• Ability to work to demanding deadlines
• Ability to travel to client premises and between offices
• Good organisational and administrative skills
• Excellent attention to detail
• Proven analytical skills
• Have experience of working with CCH personal tax (desirable)

• Ability to develop trusting relationships with clients and colleagues, demonstrating professionalism, reliability, and genuine care.
• Forward-thinking approach, keen to challenge the norm and suggest improvements that deliver smarter outcomes.
• Strong drive for growth and development, with enthusiasm to learn.
• Confidence in owning work streams, taking responsibility for quality and accuracy while escalating issues appropriately.
• Collaborative mindset, contributing to a supportive team culture and sharing knowledge to help colleagues succeed.
• Desire to support growth, actively building technical expertise while also mentoring more junior team members where appropriate.
• Organised and proactive, able to manage workloads independently while balancing multiple client commitments.
• Clear communicator, able to present financial information in a way that builds understanding and trust.
• Resilient and adaptable, maintaining focus and professionalism when faced with challenges or deadlines.
• Strong sense of commitment to clients, acting as a dependable part of their extended team and invested in their success.

• The opportunity to be part of a collaborative and progressive team.
• 20 days’ annual leave plus bank holidays. To increase in line with tenure.
• Workplace pension
• Employee benefits scheme offering discounts from hundreds of retailers.
• Life assurance.
• Access to an Employee Assistance Programme (EAP).
• Full support towards professional qualifications, including tuition, study materials and exam fees
• Paid study leave and exam support