Personal Tax Senior

Clear Legal & Financial Recruitment; Eastleigh; Hybrid; GBP 42,000 - 60,000; Full time

Benefits offered by this job

Hybrid working

20 days annual leave plus bank holiday

Holiday Purchase Scheme

Private Medical Insurance

Free parking

Job summary

Clear Legal & Financial Recruitment client in Eastleigh is looking for a Personal Tax Senior to join their growing team. You will manage a portfolio of personal tax clients and handle complex cases, ensuring timely submissions and high standards.

The ideal candidate is ATT qualified (or equivalent) with at least 2 years PQE, strong knowledge of UK personal taxation, and experience mentoring juniors. Hybrid working and attractive benefits are on offer.

Qualifications

• ATT qualified (or equivalent) with at least 2 years' post-qualification experience.
• Strong technical knowledge of UK personal taxation.
• Experience managing a personal tax portfolio independently.
• Experience reviewing work and supporting junior colleagues is desirable.
• Strong attention to detail and accurate tax calculations.
• Proficient IT skills; knowledge of IRIS software beneficial.

Responsibilities

• Manage a portfolio of personal tax clients, including more complex cases.
• Prepare and review self-assessment tax returns to a high standard.
• Act as a key point of contact for clients, providing advice and resolving queries.
• Review the work of junior team members and provide guidance and support.
• Assist with personal tax planning and advisory projects.
• Liaise with HMRC and ensure compliance with filing deadlines.
• Identify tax risks, opportunities and value-added solutions for clients.

Skills

Attention to detail

Client service

Strong communication

Education

ATT qualified

CTA advantageous

Tools

IRIS software

Job description

Our client, based in Eastleigh, is excited to announce that they are looking for a Personal Tax Senior to join their growing team. This is an excellent opportunity for an experienced tax professional to take ownership of a varied portfolio while contributing to the continued success of a supportive and expanding firm.

Key Responsibilities

• Manage a portfolio of personal tax clients, including more complex cases.
• Prepare and review self-assessment tax returns to a high standard.
• Act as a key point of contact for clients, providing advice and resolving queries.
• Review the work of junior team members and provide guidance and support.
• Assist with personal tax planning and advisory projects.
• Liaise with HMRC and ensure compliance with filing deadlines.
• Identify tax risks, opportunities and value-added solutions for clients.

Candidate Profile

• ATT qualified (or equivalent) with at least 2 years' post-qualification experience; CTA qualification advantageous.
• Strong technical knowledge of UK personal taxation.
• Experience managing a personal tax portfolio independently.
• Previous experience reviewing work and supporting junior colleagues is desirable.
• Strong attention to detail with the ability to accurately calculate tax liabilities.
• Proficient IT skills; experience with IRIS software would be beneficial.

Benefits

• Hybrid working.
• 20 days annual leave plus bank holidays, increasing with length of service up to 25 days.
• Holiday Purchase Scheme.
• Private Medical Insurance.
• Free parking.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful