Personal Tax Senior | Hybrid + Client Advisory

Taxation; Droitwich Spa; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid working

Paid parking

Private healthcare cash plan

Monthly team lunches

Supportive, friendly team environment

Exposure to varied client base

Job summary

Taxation is seeking a Personal Tax Senior to manage a portfolio of clients including sole traders, company directors and individuals with investment income. You will provide personal tax compliance and advisory support, building trusted client relationships and working with colleagues to deliver outstanding service.

The role offers hybrid working after an initial settling-in period, a competitive salary, and access to a wider network of tax professionals within a collaborative, supportive team.

Qualifications

• ATT qualified or Qualified by Experience within personal tax
• Strong knowledge of private client taxation
• Experience managing your own client portfolio
• Excellent communication and relationship-building skills
• A proactive and organised approach to client service

Responsibilities

• Manage your own portfolio of clients including sole traders, company directors, property owners and individuals with investment income
• Provide personal tax compliance and advisory support
• Build trusted client relationships and work closely with colleagues to deliver an excellent service

Skills

Excellent communication skills

Relationship-building

Proactive and organised

Education

ATT qualified or PFTE in personal tax

Job description

Taxation is seeking a Personal Tax Senior to manage a portfolio of clients including sole traders, company directors and individuals with investment income. You will provide personal tax compliance and advisory support, building trusted client relationships and working with colleagues to deliver outstanding service.

The role offers hybrid working after an initial settling-in period, a competitive salary, and access to a wider network of tax professionals within a collaborative, supportive team.