Personal Tax Senior

Staging It; London; Hybrid; GBP 41,000 - 55,000; Full time

Job summary

A leading accountancy firm is looking for a Personal Tax Senior to manage a diverse portfolio of private clients, including high-net-worth individuals and trusts. This role involves ensuring compliance, managing tax returns, and identifying tax planning opportunities. The successful candidate will benefit from a supportive team environment, training opportunities, and flexible working arrangements.

Benefits

Flexible working options

Training support for qualifications

Friendly, supportive team

Qualifications

• Strong experience in personal tax compliance in a practice environment.
• Comfortable with a complex client base.
• Excellent organizational skills and attention to detail.

Responsibilities

• Manage personal tax compliance for a portfolio of 150-200 clients.
• Prepare self-assessment tax returns accurately and timely.
• Advise clients on deadlines and legislative changes.

Skills

Personal tax compliance

Time management

Interpersonal skills

Attention to detail

Education

Formal tax qualifications (not essential)

Job description

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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.

Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.

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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