Personal Tax Senior

Safer Hand Solutions; Lancaster; On-site; GBP 36,000 - 40,000; Full time

Job summary

A leading accountancy firm in Lancaster seeks a Personal Tax Senior to join their Private Client Tax team. This role offers the opportunity to manage a client portfolio and provide high-quality advisory services. The firm is known for its supportive environment and focus on professional growth.

Benefits

Pension Scheme

33 Days Annual Leave

Life Assurance (4x Salary)

Employee Referral Bonus

Employee Benefits Portal

Learning & Development Opportunities

Career Coaching

Birthday Day Off

Enhanced Parental & Family Leave

Social Events

Qualifications

• CTA qualified with proven experience in personal tax.
• Confident in client dealings and managing a portfolio.
• Strong knowledge of personal tax compliance.

Responsibilities

• Manage a portfolio of personal tax clients independently.
• Prepare and submit personal tax returns for clients.
• Provide proactive advice on personal tax issues.

Skills

Communication

Interpersonal Skills

Time Management

Proactive

Organizational Skills

Technical Knowledge

Education

CTA qualified

Job description

Personal Tax Senior Private Client (Compliance & Advisory) Lancaster £36,000 £40,000 + Excellent Benefits
Full Time; 37.5 hours per week
Permanent

We are delighted to be recruiting for a fantastic opportunity with one of the UK's leading and fastest-growing accountancy firms. Our client, a highly reputable Top 10 firm, is seeking a Personal Tax Senior to join their growing Private Client Tax team based in Lancaster.

Role:
This is an excellent opportunity for a motivated and ambitious tax professional who is keen to take ownership of their own client portfolio, work closely with high-net-worth individuals, and gain exposure to advisory work in a supportive and technically strong environment.
You will be joining an established, friendly, and forward-thinking firm that is known for delivering high-quality services to a diverse range of clients.

Key Responsibilities:

• Manage a portfolio of personal tax clients independently, with minimal supervision.
• Be the main point of contact for clients, building and maintaining long-term, trusted relationships.
• Prepare, review, and submit personal tax returns for a broad range of private clients.
• Provide proactive advice on a wide variety of personal tax issues, including residency, domicile, CGT, and IHT.
• Monitor and manage client deadlines to ensure timely submission and compliance.
• Identify and advise on potential tax planning opportunities and solutions.
• Research complex tax issues and legislation to support advisory work.
• Review work prepared by junior staff, providing training and guidance as required.
• Ensure all work is completed in accordance with internal risk management policies.
• Support the wider tax team and management with the delivery of revenue targets and business development where appropriate.

Requirements:

• CTA qualified
• Proven experience working within personal tax / private client tax in a professional practice environment.
• Confident dealing directly with clients and managing your own portfolio.
• Strong technical knowledge of personal tax compliance with an interest or exposure to advisory work.
• Excellent communication and interpersonal skills, with the ability to explain complex tax matters in a clear, client-friendly manner.
• A keen interest in developing technical knowledge further, particularly in areas such as inheritance tax and trust planning, would be advantageous.
• Proactive, organised, and able to manage multiple deadlines and priorities effectively.

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 (phone number removed) (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