Personal Tax Senior

Amicus Search & Recruitment; Belfast City District; On-site; GBP 42,000 - 54,000; Full time

Job summary

Amicus Search & Recruitment is seeking a Personal Tax Senior Associate to join the Private Client Tax team in Belfast, Northern Ireland. You will deliver personal tax compliance services and support clients with their tax obligations across a varied private client portfolio.

You will prepare private client and personal tax returns, assist in tax computations, and liaise with HMRC as needed. Strong communication and attention to detail are essential.

Qualifications

• Currently studying toward, or fully qualified in professional accounting/tax credentials (ATT, CTA, ACA, ACCA, CA).
• Experience in tax or accountancy practice environment.
• Proficiency with tax and practice management software and MS Office.
• Solid understanding of UK personal tax rules and expenses.

Responsibilities

• Prepare private client and personal tax returns (employment income, investments, and rental adjustments) for review with minimal adjustments.
• Assist in drafting final tax computations and handling electronic submissions to HMRC.
• Communicate professionally with clients to gather required financial documentation and resolve routine queries.
• Liaise directly with HMRC via phone to trace payments, process repayments, and address basic technical queries.
• Support technical research regarding core tax compliance areas, including capital allowances and expense deductibility.
• Manage job budgets, monitor chargeable time, and identify opportunities for workflow improvements.

Skills

Communication skills

Attention to detail

Client service oriented

UK personal tax knowledge

Education

ATT/CTA/ACA/ACCA/CA qualifications

Tools

Tax software

Practice management software

MS Office

Job description

Job Title: Personal Tax Senior Associate

Location: Belfast, Northern Ireland

Position Type: Full-Time, Permanent (37.5 hours per week)

Study Support: Fully supported (ACA / CTA pathway option)

About the Role

A leading accountancy firm is seeking a Personal Tax Senior Associate to join their established Private Client Tax team in Belfast. In this role, you will play a key part in delivering personal tax compliance services, supporting clients with their tax obligations, and handling compliance for a varied private client portfolio.

Key Responsibilities

• Prepare private client and personal tax returns (including employment income, investments, and rental adjustments) for review with minimal adjustments.
• Assist in drafting final tax computations and handling electronic submissions to HMRC.
• Communicate professionally with clients to gather required financial documentation and resolve routine queries.
• Liaise directly with HMRC via phone to trace payments, process repayments, and address basic technical queries.
• Support technical research regarding core tax compliance areas, including capital allowances and expense deductibility.
• Manage job budgets, monitor chargeable time, and identify opportunities for workflow improvements.

Key Requirements & Skills

• Experience: Proven experience working within a tax or accountancy practice environment.
• Qualifications: Currently studying toward, or fully qualified in, professional accounting/tax credentials (e.g., ATT, CTA, ACA, ACCA, CA), or equivalent qualified-by-experience (QBE).
• Technical Proficiency: Experience using tax and practice management software alongside the MS Office suite.
• Knowledge: Sound understanding of UK personal tax regulations, tax codes, rates, and allowable expenses.
• Soft Skills: Strong professional communication skills, excellent attention to detail, and a focus on delivering high-quality client service.