Personal Tax Senior Associate

Taxation; Hinckley; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Flexible working

Job summary

Taxation in Hinckley is seeking an experienced Tax Senior Associate to manage a varied personal tax compliance portfolio and assist Tax Directors with advisory and planning projects.

The role focuses on self-assessment, HMRC submissions, and client liaison, with ATT qualification and strong personal tax experience essential. Office-based with flexible working and a 4- or 5-day week possible for the right candidate.

Qualifications

• ATT qualification and strong self-assessment experience.
• Proven personal tax compliance expertise and HMRC submissions.
• Ability to manage a diverse personal tax portfolio end-to-end.

Responsibilities

• Manage self-assessment process, including information requests, tax return prep and HMRC submissions.
• Oversee a personal tax portfolio including individuals, partnerships, trusts and estates.
• Prepare 60-day Capital Gains Tax returns and client correspondence.
• Coordinate P11D processes with benefit and expense data and HMRC filing.
• Support Tax Directors with compliance for advisory and planning projects.
• Build strong client relationships and act as day-to-day tax contact.
• Collaborate with directors and staff to meet deadlines and quality service.
• Maintain processes to improve deadline tracking and client communications.

Skills

ATT qualification

Self-assessment

Personal tax compliance

HMRC submissions

Education

ATT qualification

Job description

Our Client is an independent Chartered Accountants and Advisers who support individuals, SMEs and family-owned businesses through their business and personal lives. They seek an experienced Tax Senior Associate to join their independent practice based in Hinckley. This role will manage a varied personal tax compliance portfolio, support clients through the self-assessment cycle, and assist Tax Directors with compliance linked to advisory and planning projects.

Key responsibilities include:

• Managing the practice self-assessment process, including information requests and follow-up, tax return preparation and HMRC submission, and client liability and payment-on-account notifications.
• Managing a personal tax portfolio covering individual, partnership, trust and estate self-assessment returns.
• Preparing 60-day Capital Gains Tax returns and related client correspondence.
• Managing the P11D process, including preparation, benefit and expense information, and timely HMRC submission.
• Supporting Tax Directors with compliance linked to planning and advisory work, including Trust Registration Service submissions, holdover relief elections and inheritance tax returns.
• Building and maintaining strong client relationships, acting as a reliable point of contact for day-to-day tax compliance matters.
• Working closely with Tax Directors, Payroll Senior Associate and wider colleagues to coordinate workflow, share client knowledge, meeting deadlines and deliver joined up client service.
• Helping maintain and improve processes so deadlines, client communications and HMRC submissions are managed efficiently and consistently.

The ideal candidate will be ATT qualified and will have strong self-assessment and personal tax compliance experience. This role is based in the office, our client will consider flexible working and 5 days hours across 4 or a part-time 4 day week role. Friendly small firm with a great client base. Unfortunately our client is unable to offer visa sponsorship.