Personal Tax Senior

Addington Ball Recruitment Ltd; Birmingham; Hybrid; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Hybrid working

CTA development support

Mentorship from Tax Director/Manager

Autonomy over client portfolio

Private client advisory exposure

Job summary

Addington Ball Recruitment Ltd in Birmingham is seeking a Personal Tax Senior to own a portfolio of private client clients, handling compliance and developing advisory capability.

You will manage your own return workflow, build direct client relationships, and liaise with HMRC, with support from the Tax Director and Tax Manager. Hybrid working is offered, and there are clear opportunities to progress towards CTA and broaden advisory skills.

Qualifications

• Solid personal tax compliance experience and confidence managing your own portfolio.
• Comfortable dealing directly with clients and HMRC.
• Ability to take ownership of deadlines and workflow without close supervision.
• ATT qualification would be ideal, though strong QBE candidates will be considered.

Responsibilities

• Take ownership of a portfolio of personal tax clients and their compliance requirements.
• Manage your return workflow, tracker and key deadlines.
• Build direct client relationships and liaise with HMRC.
• Identify tax planning and advisory opportunities arising from compliance work.
• Support more complex private client work, including Trusts, Estates and IHT matters.

Skills

Client relationships

Portfolio ownership

HMRC liaison

Tax planning awareness

Advisory development

Education

ATT qualification

QBE consideration

Job description

If you're confident managing a personal tax portfolio but feel your current role has become too focused on simply getting returns out of the door, this could give you the step forward you're looking for.

This mixed compliance and advisory Personal Tax Senior / Senior Tax Adviser opportunity offers the chance to take genuine ownership of client relationships, managing your own compliance workflow, and becoming their trusted point of contact.

Additionally, you will work closely with and support the team leadership - Tax Director and Tax Manager - giving you scope to grow your advisory knowledge with exposure to more complex private client matters. The firm is seeing consistent growth, at a minimum of 10% year-on-year, with advisory work contributing significantly to this success.

For an experienced Personal Tax Senior, that means the best of both worlds: autonomy from day one, plus the support and technical exposure to broaden your knowledge across planning, Trusts, Estates and IHT. If you want more responsibility now, with the potential to progress towards CTA and develop a stronger advisory skillset over time, it's well worth a conversation.

Role Overview

• Take ownership of a portfolio of personal tax clients and their compliance requirements
• Manage your return workflow, tracker and key deadlines
• Build direct client relationships and liaise with HMRC
• Identify tax planning and advisory opportunities arising from compliance work
• Support more complex private client work, including Trusts, Estates and IHT matters.

The Ideal Candidate

• Solid personal tax compliance experience and confidence managing your own portfolio
• Comfortable dealing directly with clients and HMRC
• Able to take ownership of deadlines and workflow without needing close supervision.
• ATT qualification would be ideal, although strong qualified-by-experience (QBE) candidates will be equally considered
• An interest in developing further into private client advisory work.

What's on Offer

• Competitive salary, dependent upon experience
• Support for personal professional development towards CTA
• Advisory opportunity to assist with more complex private client work including Trusts, Estates and IHT
• Close support and mentorship from both the Director and Manager
• Autonomy to manage your own client portfolio and relationships
• Hybrid working, if desired.