Personal Tax Senior

TPF Recruitment Ltd

Swindon

Hybrid

GBP 40,000 - 52,000

Full time

2 days ago
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Benefits offered by this job

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Job summary

TPF Recruitment Ltd in Swindon is seeking a Personal Tax Senior to join a growing team within a reputable Chartered Accountants firm. You will manage a varied personal tax portfolio and handle self-assessment compliance alongside advisory work.

The role offers hybrid working, flexible start/finish times, and genuine opportunities for professional development and career progression in a supportive environment.

Qualifications

  • Current or recent experience in personal tax within a UK firm of Chartered Accountants.
  • Strong knowledge of self-assessment and personal tax compliance.
  • ATT qualified, CTA part-qualified/qualified, or qualified by experience.
  • Experience managing a portfolio of clients.
  • Excellent communication and relationship-building skills.
  • Organised, proactive, and able to manage multiple deadlines.
  • Salary circa £40,000 - £52,000 depending on experience and qualification status.
  • Genuine flexibility and hybrid working arrangements.
  • Exposure to a broad range of clients and industries.
  • Ongoing professional development and training.

Responsibilities

  • Managing a portfolio of personal tax clients, including HNWI, company directors, sole traders, partnerships, and trusts.
  • Preparing and reviewing self-assessment tax returns.
  • Assisting clients with tax planning opportunities and advisory matters.
  • Supporting on inheritance tax, residency, domicile, and other personal tax projects.
  • Liaising directly with clients, HMRC, and third parties.
  • Managing tax deadlines and ensuring compliance obligations are met.
  • Keeping up to date with changes in tax legislation and compliance requirements.

Skills

Self-assessment knowledge
Personal tax compliance
Client portfolio management
Communication skills
Relationship building
Organised
Proactive

Education

ATT qualified
CTA part-qualified/qualified
Qualified by experience

Job description

Swindon, United Kingdom | Posted on 21/10/2026

TPF Recruitment is proud to be supporting a highly reputableand growing firm of Chartered Accountants in Swindon in their search for aPersonal Tax Senior to join their expanding tax team. This is an excellent opportunity for an experienced taxprofessional looking to join a supportive and progressive practice. The role ispredominantly focused on personal tax compliance, whilst also offering exposureto a range of advisory projects, providing excellent scope for continuedprofessional development and career progression.

Despite being a leading firm, my client are a genuinely flexiblefirm with a modern approach to work, including hybrid working and flexiblestart and finishing times.

The Role

As a Personal Tax Senior, you will manage a varied portfolioof personal tax clients, ensuring compliance obligations are met efficientlyand accurately whilst developing strong client relationships. You will workclosely with senior members of the tax team and support on a range of advisoryassignments as opportunities arise.

Key Responsibilities
  • Managinga portfolio of personal tax clients, including HNWI, company directors,sole traders, partnerships, and trusts.
  • Preparingand reviewing self-assessment tax returns.
  • Assistingclients with tax planning opportunities and advisory matters.
  • Supportingon inheritance tax, residency, domicile, and other personal tax projects.
  • Liaisingdirectly with clients, HMRC, and third parties.
  • Managingtax deadlines and ensuring compliance obligations are met.
  • Keepingup to date with changes in tax legislation and compliance requirements.
Requirements
  • Currentor recent experience working in personal tax within a UK firm of CharteredAccountants
  • Strongknowledge of self-assessment and personal tax compliance.
  • ATTqualified, CTA part-qualified/qualified, or qualified by experience.
  • Experiencemanaging a portfolio of clients.
  • Excellentcommunication and relationship building skills.
  • Organised,proactive, and able to manage multiple deadlines.
  • Salarycirca £40,000 - £52,000 depending on experience and qualification status.
  • Genuineflexibility and hybrid working arrangements.
  • Exposureto a broad range of clients and industries.
  • Ongoingprofessional development and training.
  • Clearopportunities for career progression within a growing and successful firm.
  • Friendlyand collaborative working environment.

We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family, or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.

For every candidate you refer and we subsequently place into a permanent position, we will give you up to £500 of Love2Shop vouchers. (Terms & Conditions apply).

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