Personal Tax Senior

Personal Tax Senior

Edinburgh

Do you enjoy owning personal tax returns end to end and building strong client relationships?

The Company

This is an Edinburgh-based professional services firm with a busy personal tax team and a varied client base, including individuals and owner-managed businesses. You’ll join a supportive environment where client service and accuracy matter.

• Support a wide range of personal tax clients, including HNWIs
• Work with individuals and clients connected to companies
• Deliver a service-led approach with clear, timely communication
• Build trusted relationships through regular client liaison

The Role

This Personal Tax Senior role focuses on personal tax compliance and preparing personal tax returns. You’ll manage your own portfolio and act as a key point of contact for clients, keeping work moving and standards high.

• Prepare and review personal tax returns to agreed deadlines
• Manage personal tax compliance tasks across your portfolio
• Liaise with clients to gather information and resolve queries
• Maintain accurate records and keep workflows on track
• Spot issues early and raise them to the wider team where needed

The Ideal Candidate

You’re comfortable handling personal tax work with care and pace. You communicate well and keep clients informed, even when you’re chasing details.

Mandatory

• Demonstrate experience in personal tax compliance and personal tax returns
• Show confidence liaising with clients and handling queries professionally
• Manage deadlines and prioritise work across multiple cases
• Communicate clearly in writing and over the phone
• Have strong attention to detail and a right-first-time mindset

Preferred

• Support HNWI personal tax work (or be keen to develop in this area)
• Exposure to clients connected to companies (e.g., directors/shareholders)
• Experience working within a practice environment

On Offer

You’ll get a stable role with clear day-to-day ownership, alongside a team that values good client service and getting the basics right.

• Salary: £30,000 – £40,000
• A varied portfolio across individuals, including HNWIs
• Ongoing support from experienced colleagues
• A role focused on quality, deadlines, and client relationships

If you’re ready to step into a Personal Tax Senior role where you can take ownership and make an impact, apply now with your CV.

iMultiply is committed to diversity and will promote diversity for all employees, workers and applicants. iMultiply will treat everyone equally and will not discriminate on the grounds of an individual's 'protected characteristic’. If you like the look of this vacancy and think you could perform the role, but, you don't think you meet all the requirements, please DO APPLY for this opportunity.

Data shows that certain groups, mainly women and people from Black and Minority communities, are less likely to apply for jobs where they don't meet 100% of role requirements. iMultiply would encourage you to apply for roles where there is room for development and growth.