Personal Tax Senior

Pro-Tax; Dudley; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

Join a forward-thinking accountancy practice as a Personal Tax Senior in Dudley, where you'll manage a diverse portfolio of clients and ensure exceptional service delivery. This role offers the chance to work in a supportive environment that values professional growth and work-life balance. With flexible working options and a comprehensive benefits package, including study support and enhanced holiday entitlement, this is an excellent opportunity for those looking to advance their careers in personal tax. If you have a passion for client service and a strong background in tax, we would love to hear from you!

Benefits

36 days holiday

Flexible working options

5% employer pension contribution

Life assurance (2x salary)

Free on-site parking

Employee Assistance Programme

Paid volunteer day

Study support

Enhanced maternity/paternity pay

Qualifications

• Experience in personal tax roles within accountancy practices.
• Ability to work independently and collaboratively.

Responsibilities

• Plan, prepare, and file personal tax returns accurately.
• Calculate tax liabilities and communicate with clients.
• Review work of junior team members and provide guidance.

Skills

Personal Tax Preparation

Client Relationship Management

Tax Legislation Knowledge

Organizational Skills

Education

ACA Qualification

ATT Qualification

CTA Qualification

Job description

An exciting opportunity has arisen for an experienced Personal Tax Senior to join a highly regarded and expanding accountancy practice based in Dudley, West Midlands. This firm is proud of its strong reputation for delivering exceptional service to a loyal and diverse client base and is now looking to grow its Personal Tax team further.

The Role As a Personal Tax Senior, you will take ownership of a varied portfolio of personal tax clients, building strong, positive relationships with both clients and internal colleagues to ensure an outstanding service is consistently delivered. Key responsibilities include:Planning, preparing, and filing personal tax returns accurately and within deadlinesCalculating tax liabilities and communicating these to clientsCompleting and submitting P11D formsManaging correspondence with HMRC and other third parties as requiredStaying up to date with relevant changes in tax legislationReviewing the work of junior members of the team, providing guidance and support where necessaryThe Person The successful candidate will have prior experience working within an accountancy practice in a personal tax-focused role. You will be able to work independently and collaboratively, demonstrating strong organisational skills and the ability to manage deadlines during peak periods. Ideally, you will be ACA, ATT, or CTA qualified, or working towards a recognised tax or accountancy qualification. Support for further study is available for the right candidate. A high level of accuracy, professionalism, and client service is essential.What's on Offer36 days holiday including bank holidays and Christmas closureOption to buy or sell up to 5 additional days of holidayFlexible and hybrid working (minimum 3 days in the office)5% employer pension contributionLife assurance (2x salary)Free on-site parkingEmployee Assistance Programme covering life support, legal advice, medical information, CBT, and morePaid volunteer day and annual charitable donation on your behalfEnhanced maternity, paternity, and shared parental payStudy support and ongoing professional development opportunitiesEnhanced holiday entitlement with length of serviceNext Steps If you are looking for the next step in your personal tax career and would like to work with a firm that values professional growth and work-life balance, we would love to hear from you.For a confidential discussion or to apply, please contact Andy Chaplin at [e-mail] or call 07877 121163.Take the next step towards advancing your career today!

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.