Personal Tax Senior

Zohorecruit; Ospringe; Hybrid; GBP 42,000 - 64,000; Full time

Benefits offered by this job

Hybrid working arrangements

Job summary

TPF Recruitment is supporting a fast growing Chartered Accountancy practice in Faversham with the recruitment of a Personal Tax Senior to join their expanding tax team.

This is an exciting opportunity to join a modern firm with a reputation for quality tax advice and client service. The role combines compliance and advisory work within a supportive, career‑driven environment.

Qualifications

• Be ATT and/or CTA qualified, or studying towards these qualifications.
• Experience in a personal tax role within an accountancy practice.
• Experience managing a portfolio of personal tax clients.
• Strong technical knowledge across personal tax compliance.

Responsibilities

• Manage a portfolio of personal tax clients including directors and high net worth individuals.
• Prepare and review Self Assessment tax returns.
• Advise clients on personal tax matters including Capital Gains Tax and Inheritance Tax planning.
• Support with tax planning projects and advisory assignments.
• Build and maintain strong client relationships as the day-to-day contact.
• Assist junior team members with technical queries and reviewing work.
• Liaise with HMRC on behalf of clients.
• Identify opportunities to provide additional services and support to clients.

Skills

Client relations

Personal tax

Tax planning

Portfolio management

Education

ATT/CTA or studying

Job description

TPF Recruitment is supporting a fast growing and highly regarded Chartered Accountancy practice in Faversham with the recruitment of a Personal Tax Senior to join their expanding tax team.

This is an exciting opportunity to join a modern and ambitious firm that has developed an outstanding reputation for the quality of its tax advice and client service. The practice advises a broad portfolio of high net worth individuals, business owners, directors, property investors and trusts, offering a genuine mix of compliance and advisory work.

The firm has experienced significant growth in recent years and continues to invest heavily in its people, technology and client offering, making it an excellent environment for someone looking to develop their career in tax.

The Role

As a Personal Tax Senior, you will be responsible for managing your own portfolio of personal tax clients while supporting the wider team on more complex advisory projects.

Your responsibilities will include:

• Managing a portfolio of personal tax clients including directors, high net worth individuals and owner managed business clients
• Preparing and reviewing Self Assessment tax returns
• Advising clients on a range of personal tax matters including Capital Gains Tax and Inheritance Tax planning
• Supporting with tax planning projects and advisory assignments
• Building and maintaining strong relationships with clients and acting as their day to-day point of contact
• Assisting junior members of the team with technical queries and reviewing work where appropriate
• Liaising with HMRC on behalf of clients
• Identifying opportunities to provide additional services and support to clients

Requirements

• Be ATT and/or CTA qualified, or be studying towards these qualifications
• Have experience working within a personal tax role in an accountancy practice environment
• Have experience managing a portfolio of personal tax clients
• Possess strong technical knowledge across personal tax compliance matters
• Have excellent communication and client relationship management skills
• Be proactive, organised and keen to develop professionally
• Have an interest in developing advisory and tax planning skills
• Competitive salary depending on experience
• Hybrid and flexible working arrangements
• Exposure to a varied and interesting client portfolio
• A strong mix of compliance and advisory work
• Excellent opportunities for progression and career development
• Ongoing professional study support where required
• A friendly, collaborative and highly experienced team environment
• The opportunity to join a growing firm with an excellent reputation in the market

This opportunity would suit an experienced Personal Tax Senior looking to join a progressive and successful Chartered Accountancy practice where they can further develop both their technical knowledge and long term career prospects.