Personal Tax Senior

Pro-Tax; Dunfermline; Hybrid; GBP 35,000 - 42,000; Full time

Job summary

A respected firm of accountants is seeking a Personal Tax Senior in Dunfermline or Edinburgh, offering a salary of £35,000 - £42,000. The role involves managing a portfolio of private clients, delivering compliance work, and liaising with HMRC. Candidates must be ATT qualified with strong knowledge of UK personal tax. Benefits include a flexible working policy, workplace pension, and genuine career progression opportunities.

Benefits

Workplace pension

3x life cover

Employee Assistance Programme

Client and staff referral bonuses

Opportunities to join firm-wide ESG initiatives

Qualifications

• Strong technical knowledge of UK personal tax and confident in client communication.
• Organised and adaptable with a commercial and proactive mindset.
• A team player with a commitment to providing first-class client service.

Responsibilities

• Manage a portfolio of private clients delivering high-quality compliance work.
• Work closely with the Private Client Tax Manager and Tax Partner.
• Identify tax planning opportunities and support with advisory work.
• Liaise with HMRC, clients, and internal departments on tax matters.

Skills

ATT qualification

Technical knowledge of UK personal tax

Client communication

Organised and adaptable mindset

Team player

Job description

Personal Tax Senior Edinburgh or Dunfermline (Hybrid Working) £35,000 - £42,000 + Benefits

Join a respected and growing independent firm of accountants and business advisers, as a Personal Tax Senior within their expanding Private Client team.

Celebrating over 75 years in practice, this firm is recognised for its people-first culture, strong professional values, and long-standing client relationships.

The firm combines deep technical expertise with an approachable and collaborative working style - making it a great environment for ambitious tax professionals seeking balance, progression, and variety.

The Opportunity

• As a Personal Tax Senior, you will take responsibility for managing your own portfolio of private clients, including individuals, partnerships, and business owners, delivering high-quality compliance work.
• You will work closely with the Private Client Tax Manager and Tax Partner, gaining exposure to complex tax issues while enjoying the benefits of working in a friendly, close-knit team.
• Identify tax planning opportunities and support with advisory work where appropriate.
• Liaise with HMRC, clients, and internal departments (audit and accounting) on tax matters.

About You

• ATT qualified (or equivalent)
• Strong technical knowledge of UK personal tax and confident in client communication.
• Organised and adaptable with a commercial and proactive mindset.
• A team player with a commitment to providing first-class client service.

Why Join this firm?

• Be part of an independent Scottish firm with a collaborative, people-focused culture.
• 36.5-hour week with an early Friday finish (3:00 PM) and flexible working policy.
• Workplace pension, 3x life cover, and access to an Employee Assistance Programme.
• Client and staff referral bonuses, and opportunities to join firm-wide ESG and well being initiatives.
• Genuine career progression, demonstrated by team members who have risen through the ranks - including current partners.

How to Apply

If you're exploring your next move and this role sounds like a good fit, contact Victoria Walker on 0161 5297 109 or email [e-mail] for a confidential discussion.

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.