Personal Tax Senior

AJ Chambers ®; Southampton; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Private medical insurance

Annual leave plus bank holidays

Employer pension contributions

Group life insurance and medical costs

Mental and physical health support

Social and team events

Cycle-to-work scheme

Season ticket loan

Workplace nursery scheme

Hybrid and flexible working

Job summary

AJ Chambers is seeking a Personal Tax Senior to manage a portfolio of personal tax clients, including UK and international matters, ensuring compliant and timely delivery while building strong client relationships.

You will contribute to tax planning and broader advisory work, supported by Managers and senior colleagues, with a focus on developing advisory experience in a collaborative practice.

Qualifications

• Minimum three years in personal tax
• Experience managing a portfolio of personal tax clients
• Experience preparing personal tax returns and computations
• Knowledge of UK personal tax compliance and relevant legislation
• Good communication skills and ability to meet deadlines
• Collaborative approach and willingness to support colleagues

Responsibilities

• Manage a portfolio of personal tax clients with UK and international matters
• Prepare personal tax returns, computations and payment advice
• Answer client queries and identify issues needing further advice
• Support tax planning assignments and technical projects
• Provide proactive tax advice to clients and colleagues
• Maintain client relationships and coordinate with internal teams
• Monitor deadlines and manage WIP, billing and recoverability
• Keep up to date with tax legislation and develop technical skills

Skills

Portfolio management

Personal tax returns

Tax computations

Client communication

Attention to detail

Team collaboration

Education

ATT or CTA (pursuing)

Job description

Personal Tax Senior

Looking for your next step in Personal Tax?

An established accountancy and advisory practice is looking to recruit a Personal Tax Senior to join its tax team.

This is a varied role offering responsibility for managing a portfolio of personal tax clients, with exposure to both UK and international tax matters. You'll take ownership of compliance delivery, build client relationships and have opportunities to become involved in tax planning and wider advisory work.

It's an opportunity for someone with a few years' experience in personal tax who wants to develop their technical knowledge and take on greater responsibility within practice.

The Role and Your Impact

You’ll manage a portfolio of personal tax clients, ensuring their compliance requirements are handled accurately and efficiently while providing a responsive service.

Your responsibilities will include:

• Managing a portfolio of personal tax clients, covering UK and international tax matters.
• Preparing personal tax returns, computations and payment advice.
• Handling client queries and identifying issues that may require further advice.
• Supporting tax planning assignments and one-off technical projects.
• Providing proactive tax advice to clients and colleagues.
• Building and maintaining relationships with clients and internal teams.
• Monitoring deadlines and ensuring work is completed within agreed timescales.
• Liaising with other departments to coordinate client service delivery.
• Managing WIP, billing and recoverability across your portfolio.
• Keeping up to date with relevant tax legislation and maintaining your technical development.

You’ll have support from Managers and more senior colleagues where required, while being encouraged to take ownership of your portfolio and develop your advisory experience.

The Team and Culture

You’ll be joining an established accountancy and advisory practice where client service, collaboration and continued professional development are important.

The role involves working closely with senior tax colleagues and other departments, giving you exposure to a broad range of client requirements.

You’ll be encouraged to share knowledge, support colleagues and develop your own technical expertise as you progress.

What We're Looking For

We’re interested in speaking with Personal Tax professionals who have:

• At least three years' experience working within Personal Tax.
• Experience managing a portfolio of personal tax clients.
• Experience preparing personal tax returns and computations.
• An understanding of UK personal tax compliance and relevant legislation.
• Good communication skills and confidence dealing with clients.
• Strong attention to detail and the ability to manage competing deadlines.
• A collaborative approach and willingness to support colleagues.

Qualifications:

• Working towards ATT or CTA, or substantial relevant experience.

Exposure to both compliance and advisory work would be advantageous.

Reward and Working Flexibility

The successful candidate will receive a competitive benefits package, which may include:

• Private medical insurance.
• Annual leave plus bank holidays.
• Employer pension contributions.
• Group life insurance and medical expenses support.
• Mental and physical health support.
• Social and team events.
• Cycle-to-work scheme and season ticket loan.
• Workplace nursery scheme.
• Hybrid and flexible working arrangements.

Further details, including salary and specific working arrangements, can be discussed during an initial conversation.