Personal Tax Senior

Page Personnel; Leicester Forest East; On-site; GBP 42,000 - 60,000; Full time

Job summary

Page Personnel in the United Kingdom seeks an ATT qualified or experienced personal tax specialist to manage a portfolio of private clients through the full self-assessment cycle. You will prepare returns for individuals, partnerships, trusts and estates, coordinate information gathering and HMRC submissions, and support the tax team on planning matters.

The role offers flexible and supportive working arrangements within a respected independent tax advisory practice, with opportunities to

Qualifications

• ATT qualification or qualified by experience.
• Strong personal tax compliance experience in an accountancy practice.
• Experience managing a portfolio of private clients.
• Good knowledge of self-assessment, capital gains tax and personal tax compliance.
• Exposure to trusts, estates and inheritance tax matters would be advantageous.
• Strong understanding of HMRC processes and filing obligations.

Responsibilities

• Manage a portfolio of personal tax clients across the full self-assessment cycle.
• Prepare and review personal tax returns covering individuals, partnerships, trusts and estates.
• Manage information gathering, client communications and HMRC submissions.
• Prepare 60-day Capital Gains Tax returns and associated client correspondence.
• Oversee the P11D compliance process, including benefit and expense reporting.
• Support senior tax professionals with compliance aspects of advisory and planning projects.
• Assist with Trust Registration Service submissions and inheritance tax compliance matters.
• Act as a key point of contact for clients, providing day-to-day tax support.
• Liaise directly with HMRC and resolve compliance-related queries.
• Work closely with payroll and wider practice teams to ensure a joined-up client service.
• Identify opportunities to improve internal processes and enhance client delivery.
• Support and guide junior team members where appropriate.

Skills

Strong client communication

Tax compliance

Attention to detail

Organisational skills

Education

ATT qualified or qualified by experience

Job description

• Join a respected independent firm with a loyal private client base.
• Gain broad exposure across personal tax, trusts, estates and CGT matters.

About Our Client

Our client is a respected independent firm of Chartered Accountants and Tax Advisers with an established reputation for advising private individuals, family-owned businesses, entrepreneurs and SME clients. The firm has built a strong reputation for delivering a high-quality and personalised service, developing long-standing client relationships and providing trusted advice across both personal and business tax matters. With a growing client base and a supportive leadership team, this is an excellent opportunity to join a practice where your contribution will have a visible impact.

Job Description

• Manage a portfolio of personal tax clients across the full self-assessment cycle.
• Prepare and review personal tax returns covering individuals, partnerships, trusts and estates.
• Manage information gathering, client communications and HMRC submissions.
• Prepare 60-day Capital Gains Tax returns and associated client correspondence.
• Oversee the P11D compliance process, including benefit and expense reporting.
• Support senior tax professionals with compliance aspects of advisory and planning projects.
• Assist with Trust Registration Service submissions and inheritance tax compliance matters.
• Act as a key point of contact for clients, providing day-to-day tax support.
• Liaise directly with HMRC and resolve compliance-related queries.
• Work closely with payroll and wider practice teams to ensure a joined-up client service.
• Identify opportunities to improve internal processes and enhance client delivery.
• Support and guide junior team members where appropriate.

The Successful Applicant

• ATT qualified or qualified by experience.
• Strong personal tax compliance experience gained within an accountancy practice.
• Experience managing a portfolio of private clients.
• Good knowledge of self-assessment, capital gains tax and personal tax compliance.
• Exposure to trusts, estates and inheritance tax matters would be advantageous.
• Strong understanding of HMRC processes and filing obligations.
• Excellent organisational skills with the ability to manage multiple deadlines.
• Strong communication skills and ability to build client relationships.
• Proactive approach with strong attention to detail.
• Comfortable working independently while collaborating with wider teams.

What's on Offer

• Flexible and supportive working environment.
• Varied personal tax portfolio.
• Exposure to individuals, partnerships, trusts and estates.
• Opportunity to work closely with experienced tax leaders.
• Strong client-facing responsibility.
• Broad compliance exposure across multiple personal tax areas.
• Involvement in tax planning and advisory-related projects.
• Ongoing professional development and technical training.
• Long-term progression opportunities within a growing practice.