Personal Tax Semi-Senior

Sopher + Co; Borehamwood; Hybrid; GBP 34,000 - 48,000; Full time

Benefits offered by this job

EAP & Digital GP

Discount program

Holiday entitlement

Training & exams

Cycle to Work

Wills & LPAs

Social events

Fresh fruit

Job summary

Sopher + Co in Borehamwood is seeking a Personal Tax Semi Senior to join our growing Tax team. You will prepare Self Assessment returns, assist with tax compliance, and work closely with senior staff to deliver high-quality client service.

You'll build technical knowledge in personal tax, manage a diverse portfolio, and enjoy a supportive, collaborative firm culture with development opportunities.

Qualifications

• Studying towards the ATT qualification, or equivalent relevant experience.
• Previous experience in a Personal Tax role, ideally within an accountancy practice.
• Experience preparing Self Assessment tax returns for a range of clients.
• A good understanding of personal tax compliance and HMRC processes.
• Strong attention to detail and accuracy.
• Ability to work independently and manage workload to deadlines.

Responsibilities

• Prepare Self Assessment tax returns for individuals, partnerships and landlords.
• Prepare tax computations, including basic Capital Gains Tax calculations.
• Manage tax compliance for clients with multi-property rental portfolios.
• Assist with HMRC enquiries and responding to requests for information.
• Draft correspondence to clients, HMRC and other third parties.
• Prepare and submit forms and supporting documentation required by HMRC.
• Liaise with clients to obtain information and resolve tax-related queries.
• Support senior members of the team with personal tax assignments.
• Maintain accurate client records and ensure work is completed within deadlines.

Skills

ATT qualification

Personal tax experience

HMRC processes

Excel skills

Time management

Attention to detail

Communication skills

Self-management

Tax software

Microsoft Office

Tools

Tax software

Microsoft Office

Job description

Location: Hybrid / Borehamwood, UK
job type: Permanent / Full-time
Sector and subsector: Accounting & Finance | Audit & Practice
Salary: Negotiable salary

About us

Big decisions deserve clear thinking.

At Sopher + Co, we've spent more than 50 years helping entrepreneurs and high-net-worth individuals navigate complex financial and commercial challenges. From tax planning and private office services to business advisory and technology, we bring everything together to make life simpler and help our clients focus on what matters most.

We don't just solve problems. We build relationships, offer clarity, and give our clients the confidence to move forward. And it's our people who make that possible.

We started in Elstree in 1975, working closely with clients in the media, entertainment and music industries. Today, we support a diverse and prestigious client base across more than 20 sectors, with a continued strong and long-standing presence in entertainment and media. While we've grown, our approach hasn't changed. We keep things straightforward and focus on advice that is practical, personal, and easy to act on.

If something's complex, we simplify it. That's where we add value.

The role

We're looking for a Personal Tax Semi Senior to join our growing Tax team in our Borehamwood office.

This is a varied role where you'll support a diverse portfolio of clients, preparing personal tax returns, assisting with tax compliance matters and working closely with senior members of the team to deliver a high standard of client service. You'll have the opportunity to build your technical knowledge while developing your career within a supportive and collaborative environment.

Other responsibilities include, but are not limited to:

• Preparing annual Self Assessment tax returns for individuals, partnerships and non-resident landlords.
• Preparing tax computations, including basic Capital Gains Tax calculations.
• Managing tax compliance for clients with multi-property rental portfolios.
• Assisting with HMRC enquiries and responding to requests for information.
• Drafting correspondence to clients, HMRC and other third parties.
• Preparing and submitting forms and supporting documentation required by HMRC.
• Liaising with clients to obtain information and resolve tax-related queries.
• Supporting senior members of the team with a variety of personal tax assignments.
• Maintaining accurate client records and ensuring work is completed within agreed deadlines.

What you'll bring

You're organised, proactive and committed to delivering a high standard of work. You enjoy building relationships with clients and colleagues and are confident communicating clearly and professionally.

You have a keen eye for detail and enjoy working accurately, ensuring work is completed efficiently and to a consistently high standard.

You're eager to continue developing your technical knowledge and enjoy working as part of a collaborative team where knowledge is shared and people support one another.

You’ll also bring:

• Studying towards the ATT qualification, or equivalent relevant experience.
• Previous experience in a Personal Tax role, ideally within an accountancy practice.
• Experience preparing Self Assessment tax returns for a range of clients.
• A good understanding of personal tax compliance and HMRC processes.
• Experience using tax software and Microsoft Office applications, particularly Excel.
• Strong organisational and time management skills.
• Excellent attention to detail and accuracy.
• Good written and verbal communication skills.
• The ability to work independently and manage your own workload effectively.

What you’ll get in return

We offer a competitive salary and a comprehensive benefits package, designed to support your health, wellbeing, financial security and career development.

Our benefits include (some available from day one, others after probation or length of service):

• Employee Assistance Programme and 24/7 Digital GP access
• Reward Gateway (employee discounts and cashback)
• Generous holiday entitlement, with the option to buy and sell leave
• Enhanced family-friendly policies
• Ongoing training and development opportunities
• Fully funded training packages with a generous exam reward structure
• Recognition and long-service milestones
• Cycle to Work scheme
• Discounted wills and LPAs
• Social committee and regular social events
• Fresh fruit in the office

Just as important is the environment. We're a friendly, supportive team where people enjoy working together and take pride in what they do.

You’ll have the opportunity to work with a well-known client base across a wide range of industries, gaining exposure that is genuinely unique and difficult to find elsewhere in a firm of our size.

Our commitment

Sopher + Co strongly believe in staff development and continuously encourage internal progression, supporting you to grow your career within the firm.

We are committed to equality of opportunity in employment and expect all employees to act in accordance with this principle, recognising its importance to the success of our business.