Personal Tax Senior

Morgan McKinley; Bristol; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A top-tier global law firm in Bristol is seeking a Personal Tax Senior to join their growing private wealth team. This role involves preparing self-assessment tax returns, managing payments, and collaborating with partners across the firm. The ideal candidate will have experience in a personal tax environment and excellent communication skills. The firm offers flexible working arrangements, a bonus scheme, and other benefits to support career development and work-life balance.

Benefits

Bonus scheme

Private medical

Healthcare cash plan

Eye care vouchers

Subsidised gym memberships

Dental cover

Qualifications

• Experience in a personal tax environment (practice, in-house, or legal).
• Strong understanding of self-assessment tax returns.
• Exposure to trusts & IHT tax is desirable but not essential.

Responsibilities

• Prepare self-assessment tax returns for the firm's partners.
• Manage payments and handle queries.
• Collaborate with internal teams and external advisers.

Skills

Experience in a personal tax environment

Strong understanding of self-assessment tax returns

Excellent communication skills

Excellent organisation skills

Education

Working towards ATT, CTA, or STEP

Job description

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Personal Tax Senior

Are you an experienced Personal Tax professional looking for a good work/life balance and long-term career development? Morgan McKinley is pleased to be working with a top-tier, global law firm to recruit a Personal Tax Senior to join their growing private wealth team.

The business handles very high-profile work and competes with large corporates but offers a rare mix of career development, meaningful work, and genuine work-life balance. The private wealth team combines legal, tax, and financial expertise and is the highest performing team in the business in terms of gross profit.

As a Personal Tax Senior, you will take ownership of preparing self-assessment tax returns for the firm's partners, managing payments, handling queries, and collaborating with internal teams and external advisers. You will work closely with the Personal Tax Manager, supporting their work with partners across the firm.

What are we looking for?

• Experience in a personal tax environment (practice, in-house, or legal)
• Strong understanding of self-assessment tax returns
• Exposure to trusts & IHT tax is desirable but not essential
• Excellent communication & organisation skills
• Working towards ATT, CTA, or STEP; study support will be considered

On offer for the successful candidate is flexible, hybrid, or remote working. They prefer someone who can commute to their Bristol or Newcastle office, but remote candidates will also be considered. They offer a bonus scheme, private medical, healthcare cash plan, eye care vouchers, subsidised gym memberships, and dental cover. There are more benefits on offer, so if you want to progress your personal tax career and would like to find out more, please apply and we will be in touch.

Job ID JN -072025-1985607