Personal Tax Senior

PRO-TAX RECRUITMENT LIMITED; Dudley; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

An exciting opportunity awaits as a Personal Tax Senior in a reputable accountancy practice in Dudley. You will manage a diverse portfolio of personal tax clients, ensuring exceptional service and building strong relationships. The role involves preparing tax returns, calculating liabilities, and staying updated on tax legislation. This innovative firm values professional growth and offers flexible working arrangements, generous holiday entitlements, and support for further study. Join a team that prioritizes work-life balance and client satisfaction while making a meaningful impact in the field of personal tax.

Benefits

36 days holiday including bank holidays

Flexible working options

Life assurance (2x salary)

Free on-site parking

Employee Assistance Programme

Paid volunteer day

Enhanced maternity and paternity pay

Study support for further qualifications

Enhanced holiday entitlement with service

Qualifications

• Experience in personal tax roles within an accountancy practice.
• Ability to manage deadlines and work independently or collaboratively.

Responsibilities

• Prepare and file personal tax returns accurately and on time.
• Calculate tax liabilities and communicate with clients.
• Review work of junior team members and provide support.

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 deadlines

Calculating tax liabilities and communicating these to clients

Completing and submitting P11D forms

Managing correspondence with HMRC and other third parties as required

Staying up to date with relevant changes in tax legislation

Reviewing the work of junior members of the team, providing guidance and support where necessary

The 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 Offer

36 days holiday including bank holidays and Christmas closure

Option to buy or sell up to 5 additional days of holiday

Flexible and hybrid working (minimum 3 days in the office)

Life assurance (2x salary)

Free on-site parking

Employee Assistance Programme covering life support, legal advice, medical information, CBT, and more

Paid volunteer day and annual charitable donation on your behalf

Enhanced maternity, paternity, and shared parental pay

Study support and ongoing professional development opportunities

Enhanced holiday entitlement with length of service

Next 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.

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.