Personal Tax Senior

Rentavilla4u; Lancaster; On-site; GBP 36,000 - 40,000; Full time

Job summary

Join a dynamic Private Client Tax team as a Personal Tax Senior at a leading firm in Lancaster. This role allows you to manage your own portfolio while providing high-quality compliance and advisory services to a diverse clientele. The supportive environment encourages professional growth and offers competitive compensation.

Benefits

Pension Scheme

33 Days Annual Leave

Life Assurance (4x Salary)

Employee Referral Bonus

Learning & Development Opportunities

Career Coaching

Birthday Day Off

Enhanced Parental & Family Leave

Social Events

Qualifications

• Qualified in CTA/ACA/ACCA/CA or equivalent.
• Experience in a practice-based personal/private client tax role.
• Strong knowledge of tax legislation.

Responsibilities

• Manage a portfolio of private clients with minimal supervision.
• Act as the point of contact for personal tax clients.
• Review personal tax returns and identify tax planning opportunities.

Skills

Client Management

Tax Planning

Technical Tax Knowledge

Communication Skills

Detail-oriented

Education

CTA/ACA/ACCA/CA qualified

Job description

Join to apply for the Personal Tax Senior role at Rentavilla4u

1 week ago Be among the first 25 applicants

Join to apply for the Personal Tax Senior role at Rentavilla4u

• To note, our client is very open to negotiations dependent on experience. They often have room to accommodate more senior employees so please still enquire.
  
  

Lancaster

Fulltime; Monday-Friday

£36k - £40k (negotiable Dependent On Experience)

• To note, our client is very open to negotiations dependent on experience. They often have room to accommodate more senior employees so please still enquire.
  
  

We're working with one of the largest UK payroll providers, leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics. They are expanding and require talented individuals within Audit and Assurance.

They pride themselves on their collaborative, people-first culture, and with a strong network of offices and a reputation for professional excellence, they offer outstanding opportunities for development and career growth.

Role

This is an exciting opportunity to join our Private Client Tax team in Lancaster as a Personal Tax Senior. This role is ideal for a motivated tax professional with experience in personal tax compliance and advisory work, who is looking to manage their own portfolio and deepen their expertise in a supportive, forward-thinking environment.

You'll play a key role in delivering high-quality compliance and advisory services to a varied client base, including non-residents, non-domiciled individuals, and high-net-worth individuals.

Your Day To Day May Consist Of

• Managing your own portfolio of private clients with minimal supervision
• Acting as the principal point of contact for personal tax clients
• Reviewing personal tax returns and computations for a range of clients
• Identifying and delivering tax planning opportunities tailored to individual clients
• Supporting clients with tax disclosure cases and understanding complex legislation
• Providing both compliance and advisory services, with a focus on quality and relationship building
• Staying informed of legislative changes and communicating impacts to clients
• Contributing to the delivery of revenue and profitability targets
• Ensuring compliance with internal risk management procedures
  
  

Requirements

• CTA/ACA/ACCA/CA qualified (or equivalent)
• Demonstrable experience in a practice-based personal/private client tax role
• Strong technical knowledge with the ability to research complex tax legislation
• Excellent client communication skills and the ability to manage key relationships
• An interest in developing expertise in IHT and trust planning is desirable
• Confident managing both compliance workloads and advisory projects
• Organised, detail-focused and proactive with a team-oriented mindset
  
  

Additional Information

• Pension Scheme – Secure your future with a comprehensive pension plan.
• 33 Days Annual Leave – Achieve a healthy work-life balance with generous holiday entitlement.
• Life Assurance (4x Salary) – Supporting you and your family.
• Employee Referral Bonus – Be rewarded for bringing talent to the team.
• Employee Benefits Portal – Access to cashback and discounts on everyday purchases.
• Learning & Development Opportunities – Continuous support for professional and personal growth.
• Career Coaching – Ongoing career support and development.
• Birthday Day Off – Enjoy a day off on your special day.
• Enhanced Parental & Family Leave – Supporting you through life's important moments.
• Social Events – A chance to connect and unwind with colleagues.
  
  

This is a fantastic opportunity for an ambitious Personal Tax Senior to further their career in a supportive and professional environment. If you are looking to take the next step in your journey, apply now to join a dynamic and growing team!

If you're interested in something new and want to chat more, please call Hannah Kirk on 01782 438115 (op2) or apply for consideration.

Please note, Safer Hand Solutions are acting as an employment agency on behalf of a client and by applying you agree to register with us and for us to hold your details on file. Due to the volume of applications, we may only contact applicants directly who have been successfully shortlisted but may also contact you in regards to any other suitable vacancies.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting

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