Personal Tax Senior

Senior Personal Tax Adviser

Location :
Wakefield (Office Based)

Hours : Minimum 30 hours per week (preferably across 5 days, flexible to
4);
Full-time also considered (35 hours / week)

Salary : £30,000 -£45,000 (Competitive DOE)

A well-regarded, independent accountancy practice in Wakefield is currently seeking an experienced Senior Personal Tax Adviser to join their team. This is a key appointment within the firm and offers a clear pathway for progression to Personal Tax Manager, along with the opportunity to expand into specialist client work depending on the candidate’s ambition and capabilities.

• The successful individual will be responsible for managing a diverse portfolio of personal tax clients, ensuring compliance requirements are met while delivering a high-quality, client-focused service. The role will involve :
• Preparation and review of personal tax returns for a range of clients including high-net-worth individuals, directors, landlords, and sole traders
• Managing compliance deadlines and liaising with clients regarding their tax affairs
• Providing advice on personal tax planning opportunities where applicable
• Handling HMRC correspondence and enquiries
• Supporting junior team members where required
• Identifying opportunities to add value to clients through additional advisory or planning work
• Working closely with the Partners and senior team on client management and practice development initiatives

• ATT qualified
• Strong recent experience in a personal tax role, ideally within an accountancy practice
• Comfortable managing a portfolio independently and meeting deadlines
• Excellent communication and interpersonal skills
• Strong organisational skills with the ability to prioritise tasks efficiently
• Commitment to professional growth and delivering exceptional service
• Experience with ad hoc tax planning or advisory work
• Exposure to software such as CCH, IRIS, or similar