Personal Tax Senior

SectorBridge Recruitment Ltd; England; On-site; GBP 42,000 - 64,000; Full time

Benefits offered by this job

Study support towards professional资格s

Job summary

SectorBridge Recruitment Ltd is recruiting a Personal Tax Senior for a well-established UK accountancy practice. You will manage a varied portfolio of personal tax clients and oversee Self Assessment returns for individuals, company directors, landlords and high-net-worth individuals.

The ideal candidate will have solid UK personal tax knowledge, experience meeting HMRC deadlines and strong client relationships. ATT or CTA qualified or studying is advantageous; study support is offered.

Qualifications

• Experience in Personal Tax within an accountancy practice.
• Strong Self Assessment tax return experience.
• Knowledge of UK personal tax legislation and HMRC compliance.
• Experience managing a client portfolio and deadlines.
• Excellent communication and client service.

Responsibilities

• Manage a portfolio of personal tax clients with deadlines.
• Prepare and review Self Assessment tax returns for individuals and directors.
• Address personal tax matters including employment income, dividends and rental income.
• Review tax calculations and ensure HMRC submissions are timely.
• Liaise with clients to obtain information and update them on their affairs.
• Provide tax planning insights and support junior staff.

Job description

We are currently recruiting for a Personal Tax Senior on behalf of a well-established and reputable accountancy practice. This is an excellent opportunity for an experienced personal tax professional to join a growing team, manage a varied portfolio of clients and play a key role in delivering high-quality tax compliance and advisory services.

The successful candidate will have previous experience within an accountancy practice, a strong understanding of UK personal tax legislation and the ability to manage their own workload while maintaining excellent client relationships.

Key Responsibilities

• Manage a portfolio of personal tax clients, ensuring all compliance requirements and deadlines are met.
• Prepare and review Self Assessment tax returns for individuals, company directors, landlords, sole traders and high-net-worth individuals.
• Deal with a variety of personal tax matters, including employment income, dividends, rental income, capital gains and self-employment income.
• Review tax calculations and ensure returns are accurate and submitted within HMRC deadlines.
• Liaise directly with clients to obtain information, resolve queries and provide updates on their tax affairs.
• Identify tax planning opportunities and assist clients with tax-efficient strategies.
• Handle HMRC correspondence, enquiries and general personal tax queries.
• Monitor deadlines and manage workflow effectively throughout the tax year.
• Support and assist junior members of the tax team where required.
• Work collaboratively with colleagues across the accounts and tax departments to deliver an excellent client service.

The Ideal Candidate

• Previous experience in a Personal Tax Senior or similar role within an accountancy practice.
• Strong experience preparing and reviewing Self Assessment tax returns.
• Good knowledge of UK personal tax legislation and HMRC compliance requirements.
• Experience managing a portfolio of clients and working to strict deadlines.
• Excellent communication and interpersonal skills, with a client-focused approach.
• Strong organisational skills and attention to detail.
• The ability to work independently and manage competing priorities.
• ATT or CTA qualified, part-qualified, or actively studying would be advantageous; candidates qualified by experience will also be considered.

What's on Offer?

• Competitive salary, dependent on experience.
• Opportunities for career progression and professional development.
• Supportive and collaborative working environment.
• Exposure to a varied and interesting client portfolio.
• Study support towards relevant professional qualifications, where applicable.
• A comprehensive benefits package, to be discussed at interview.