Personal Tax Senior

Personal Tax Senior

Location:

Farnham

Working Arrangement:
Hybrid (3 days office, 2 days home)

Salary: £40,000 – 70,000+ dependent on experience

As a Personal Tax Senior, you will play a pivotal role in the technical delivery and relationship management of the firm, focusing on high‑level accuracy and client satisfaction. You will take full ownership of your own designated portfolio of personal tax clients, managing their compliance needs from end‑to‑end with clarity and energy. Your primary focus will be the meticulous oversight, preparation, and processing of self‑assessment tax returns, ranging from simple submissions to more complex portfolios.

This role suits an experienced tax professional who thrives on delivering top‑tier compliance work and who is ready to grow within a forward‑thinking culture.

• Manage a dedicated portfolio of personal tax clients from a wide range of diverse backgrounds.
• Prepare, process, and finalize personal tax returns and self‑assessments efficiently and accurately.
• Review tax compliance workflows, ensuring all statutory deadlines are met with absolute precision.
• Take full accountability for the client compliance workflow, providing robust technical oversight.
• Conduct day‑to‑day client communication with confidence, managing relationships with a high level of autonomy.
• Utilize and leverage strong practice systems to optimize deliverables and maintain smooth workflow processing.
• Drive practice efficiencies by focusing on reliable, “no‑fuss” delivery of both simple and complex tax returns.

• ATT, CTA, or qualified by experience status within UK practice is preferred.
• Proven track record of solid, reliable experience specifically within a professional practice environment.
• Strong technical expertise in personal tax compliance, self‑assessment preparation, and willingness to execute work.
• Advanced proficiency in utilizing standard tax software and practice management tools.
• Excellent communication skills with the ability to build trusted, long‑term relationships and confidently manage clients.
• A grounded, proactive approach to managing a portfolio independently without the need for constant supervision.
• Commitment to a “can‑do” attitude and a mindset that embraces a practical, delivery‑focused workflow.

• Competitive salary package aligned with experience and technical execution capability.
• Hybrid working model: 3 days in‑office and 2 days working from home.
• Standard workplace pension scheme.
• Professional development support with a clear path for future progression to partner level if desired.
• Direct access to ongoing advisory support from the firm’s senior tax consultant during the transitional year.