Personal Tax Senior

Rutherford Briant Recruitment; Ely; On-site; GBP 35,000 - 39,000; Full time

Job summary

Rutherford Briant Recruitment in Ely is recruiting a Tax Senior / Assistant Manager to own a client portfolio, manage compliance and advisory work. The role focuses on personal tax, self-assessment, CGT and trusts, with opportunity to develop technical expertise and client relationships.

You should have solid accountancy practice experience and be ATT/CTA/ACA/ACCA qualified or studying, with strong communication and attention to detail. Salary £35,000–£39,000 plus development opportunities.

Qualifications

• Previous experience in an accountancy practice with a strong background in personal tax.
• Ability to manage client relationships and deliver advisory work.
• Strong communication and attention to detail.

Responsibilities

• Preparing Self-Assessment tax returns and CGT computations.
• Submitting 60-day CGT returns and assisting with IHT4 forms for trusts.
• Managing and developing a portfolio of clients, acting as main contact.
• Liaising with business owners, identifying opportunities for additional services.
• Providing technical support to colleagues and handling ad-hoc tax advisory work.
• Monitoring progress of tax returns and meeting deadlines.

Skills

Personal tax

Client management

Communication

Attention to detail

Education

ATT/CTA/ACA/ACCA

Job description

Are you an experienced Tax professional looking for a role where you can take ownership of a client portfolio, build strong relationships and develop your technical tax expertise?

A well-established accountancy practice in Ely is looking to appoint a Tax Senior to join their team. This is a great opportunity for someone with strong personal tax experience who wants to take on more responsibility across client management, compliance and advisory work.

Responsibilities

As a Tax Senior / Assistant Manager, you will...

• Preparing Self-Assessment tax returns, including detailed Capital Gains Tax computations and property income schedules
• Preparing and submitting 60-day Capital Gains Tax returns and assisting with IHT100 forms for trusts
• Managing and developing your own portfolio of clients, acting as a key point of contact and building long-term relationships
• Liaising directly with business owners and clients, providing clear explanations and identifying opportunities for additional services
• Providing technical support to colleagues and assisting with ad-hoc tax advisory work
• Monitoring the progress of tax returns and ensuring deadlines and payments are managed effectively

Requirements

As a Tax Senior / Assistant Manager, you will need...

• Previous experience working within an accountancy practice, with a strong background in personal tax
• Good knowledge of Self-Assessment, Capital Gains Tax and wider personal tax matters
• ATT / CTA / ACA / ACCA qualified, studying towards a qualification or qualified by experience
• Strong communication and client management skills, with excellent attention to detail

As a Tax Senior / Assistant Manager, you will get...

• Salary of £35,000 - £39,000
• Exposure to CGT, trusts, IHT and wider advisory work
• Ongoing training and professional development opportunities
• Supportive team environment with opportunities for career progression

Are you looking for your next step in tax, where you can take greater ownership of clients and develop your career within a well-established practice?

Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.