Personal Tax Senior

Addington Ball; West Midlands; Hybrid; GBP 55,000 - 70,000; Full time

Benefits offered by this job

Hybrid working

Mentorship from Director & Manager

Professional development towards CTA

Job summary

Addington Ball in the West Midlands is seeking a Personal Tax Senior to take ownership of a personal tax portfolio, delivering compliance and advising on planning and IHT matters.

You will work closely with the Tax Director and Tax Manager, developing advisory skills toward CTA, with hybrid working and strong mentorship to grow your private client expertise. The role offers autonomy from day one and a clear path to CTA, with exposure to Trusts, Estates and IHT.

Qualifications

• Solid personal tax compliance experience and confidence managing your own portfolio.
• Comfortable dealing directly with clients and HMRC.
• Able to take ownership of deadlines and workflow without needing close supervision.
• ATT qualification would be ideal, although strong qualified-by-experience (QBE) candidates will be equally considered.
• An interest in developing further into private client advisory work.

Responsibilities

• Take ownership of a portfolio of personal tax clients and their compliance requirements
• Manage your return workflow, tracker and key deadlines
• Build direct client relationships and liaise with HMRC
• Identify tax planning and advisory opportunities arising from compliance work
• Support more complex private client work, including Trusts, Estates and IHT matters

Skills

Personal tax compliance

Client liaison

Deadline management

Portfolio ownership

Education

ATT qualification preferred

Job description

If you're confident managing a personal tax portfolio but feel your current role has become too focused on simply getting returns out of the door, this could give you the step forward you're looking for.

This mixed compliance and advisory Personal Tax Senior / Senior Tax Adviser opportunity offers the chance to take genuine ownership of client relationships, managing your own compliance workflow, and becoming their trusted point of contact.

Additionally, you will work closely with and support the team leadership - Tax Director and Tax Manager - giving you scope to grow your advisory knowledge with exposure to more complex private client matters. The firm is seeing consistent growth, at a minimum of 10% year-on-year, with advisory work contributing significantly to this success.

For an experienced Personal Tax Senior, that means the best of both worlds: autonomy from day one, plus the support and technical exposure to broaden your knowledge across planning, Trusts, Estates and IHT. If you want more responsibility now, with the potential to progress towards CTA and develop a stronger advisory skillset over time, it's well worth a conversation.

Role Overview

• Take ownership of a portfolio of personal tax clients and their compliance requirements
• Manage your return workflow, tracker and key deadlines
• Build direct client relationships and liaise with HMRC
• Identify tax planning and advisory opportunities arising from compliance work
• Support more complex private client work, including Trusts, Estates and IHT matters.

The Ideal Candidate

• Solid personal tax compliance experience and confidence managing your own portfolio
• Comfortable dealing directly with clients and HMRC
• Able to take ownership of deadlines and workflow without needing close supervision.
• ATT qualification would be ideal, although strong qualified-by-experience (QBE) candidates will be equally considered
• An interest in developing further into private client advisory work.

What's on Offer

• Competitive salary, dependent upon experience
• Support for personal professional development towards CTA
• Advisory opportunity to assist with more complex private client work including Trusts, Estates and IHT
• Close support and mentorship from both the Director and Manager
• Autonomy to manage your own client portfolio and relationships
• Hybrid working, if desired.