Personal Tax Senior

Vincere; Leeds; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Competitive salary

Flexible working arrangements

Pension contribution

Professional subscriptions funded

Training and CPD

Job summary

Our Leeds-area client, a forward-thinking accountancy firm, is seeking a Personal Tax Senior to manage a portfolio of private clients, deliver strategic tax advice and help develop junior staff. You will handle Self Assessment, compliance and basic planning, while maintaining strong client relationships and a focus on quality service.

This is a busy, client-facing role with clear progression into leadership, flexible working patterns and a competitive benefits package in addition to salary.

Qualifications

• Minimum 3–5 years’ experience within UK accountancy practice (Personal Tax focus).
• Experience managing a portfolio of personal tax clients.
• Strong knowledge of Self Assessment, compliance, and basic tax planning.
• Ability to manage workload independently and meet deadlines.
• Excellent client-facing and interpersonal skills.

Responsibilities

• Manage a diverse portfolio of personal tax clients, acting as their primary point of contact.
• Prepare, review, and submit Self Assessment tax returns and computations.
• Handle compliance work and identify tax planning opportunities.
• Support Directors with advisory projects such as remuneration planning and restructurings.
• Build and maintain strong client relationships and resolve queries.
• Review financial information to ensure accuracy and compliance.
• Mentor junior staff and contribute to business development.

Skills

Personal Tax experience

Portfolio management

Self Assessment

Time management

Client communication

Tax advisory

Education

CTA qualified

ATT qualified

Job description

Personal Tax Senior

Salary: £35,000 – £45,000 + Excellent Benefits

Location: Leeds Area (Flexible Working)

Take the Next Step in Your Tax Career with a Forward-Thinking Practice

Are you an experienced Personal Tax professional looking to join a progressive and client-focused accountancy firm where your expertise is valued and your development is actively supported? Our client is seeking a Personal Tax Senior to join their growing team in the Leeds area, offering exposure to a diverse client base and genuine opportunities for career progression.

This is an excellent opportunity to work closely with senior leadership, provide strategic tax advice, and play a key role in delivering high-quality service to entrepreneurial, privately owned businesses and their stakeholders.

The Role: Personal Tax Senior

In this varied and client-facing position, you will manage your own portfolio while supporting senior colleagues on more complex tax matters.

Key Responsibilities

• Manage a diverse portfolio of personal tax clients, acting as their primary point of contact
• Prepare, review, and submit Self Assessment tax returns and computations
• Handle compliance work efficiently while identifying tax planning opportunities
• Support Directors with advisory projects such as remuneration planning, exit strategies, and restructuring
• Build and maintain strong client relationships, proactively resolving queries
• Review financial information to ensure accuracy and compliance
• Provide mentoring and support to junior staff
• Attend occasional prospective client meetings and contribute to business development

About You

To be successful in this role, you will bring strong technical expertise alongside excellent communication skills.

Essential Requirements

• Minimum 3–5 years’ experience within UK accountancy practice (Personal Tax focus)
• Proven experience managing a portfolio of personal tax clients
• Strong knowledge of Self Assessment, compliance, and basic tax planning
• Ability to manage workload independently and meet deadlines
• Excellent client-facing and interpersonal skills

Desirable

• CTA qualified or part-qualified (or ATT qualified with strong experience)
• Experience working with medical clients (GPs, dentists) including partnerships and PCSE submissions
• Exposure to complex tax matters and advisory work

What’s on Offer

Our client is committed to supporting their team both professionally and personally.

Benefits Package

• Competitive salary: £35,000 – £45,000 (dependent on experience)
• Flexible working arrangements with adaptable start/finish times
• 23 days annual leave + bank holidays + additional Christmas closure day
• Employer pension contribution up to 5%
• Professional subscriptions fully funded
• Ongoing training and Continued Professional Development (CPD)
• Clear career progression pathway into Manager-level roles
• Supportive, collaborative team environment with strong leadership access

Location & Working Pattern

• Leeds area office-based role with flexibility around working hours
• Standard full-time hours: 37 hours per week, with flexibility to suit commuting and personal needs