Personal Tax Senior

Staging It; London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A respected accountancy firm is seeking a Personal Tax Senior to manage a varied portfolio of private clients, including high-net-worth individuals. This role offers the chance to work within a supportive team, handle diverse tax compliance requirements, and develop your expertise in tax planning. Flexible working options are available, and support for further qualifications is provided.

Benefits

Flexible portfolio allocation

Opportunity to grow knowledge in trusts and tax planning

Hybrid working options

Full training support for further qualifications

Qualifications

• Strong experience in personal tax compliance, ideally in a practice environment.
• Excellent time management and organizational skills.
• Strong interpersonal and communication skills.

Responsibilities

• Manage personal tax compliance for a portfolio of 150-200 clients.
• Prepare accurate self-assessment tax returns and maintain compliant files.
• Build strong client relationships through proactive communication.

Skills

Personal tax compliance

Time management

Communication skills

Education

Formal tax qualifications (support towards ATT available)

Job description

Personal Tax Senior - Private Client Portfolio
?? Location: East Hants | ?? Salary: Competitive | ?? Full-Time, Permanent (POTENTIAL FOR PART TIME)
Recruiter: Robert Half - Practice Division

Are you an experienced tax professional looking to join a respected and growing private client team? I'm working with a well-regarded accountancy firm seeking a Personal Tax Senior to take ownership of a varied and flexible portfolio of private clients.

?? The Role

This is a fantastic opportunity for a tax specialist with proven experience in personal tax compliance. You will manage a portfolio of 150-200 clients, including high-net-worth individuals, directors, partnerships, and trusts, ensuring all compliance work is handled with the highest standard of accuracy and care.

?? Key Responsibilities

• Manage all personal tax compliance requirements across your portfolio.
• Prepare accurate and timely self-assessment tax returns, maintaining structured and compliant files.
• Keep clients informed of key deadlines, obligations, and legislative changes.
• Plan and manage your own workload, flagging issues to the Tax Manager/Partner when needed.
• Build strong client relationships through regular and proactive communication.
• Identify potential tax planning opportunities and support advisory projects.
• Collaborate with internal teams and participate in ad hoc assignments.

? What We're Looking For

• Strong experience in personal tax compliance, ideally gained within a practice environment.
• Comfortable handling a diverse and sometimes complex client base.
• Excellent time management and organisational skills with attention to detail.
• Strong interpersonal and communication skills - both written and verbal.
• Confidence working independently and as part of a collaborative team.
• A basic understanding of accounting principles is a plus.
• Formal tax qualifications are not essential - however, support towards ATT qualification is available.

?? Why Apply?

• Join a friendly, supportive and technically strong team.
• Flexible portfolio allocation tailored to your experience and areas of interest.
• Opportunity to grow your knowledge in areas like trusts, estates, and tax planning.
• Hybrid/flexible working options depending on the firm.
• Full training support if you wish to pursue further qualifications.

If you're looking to develop your career in personal tax with a firm that values your expertise and encourages progression, we want to hear from you.

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