Personal Tax Senior, Private Client Senior

TN United Kingdom; Taunton; Hybrid; GBP 36,000 - 40,000; Full time

Job summary

An established industry player in Taunton is seeking a Personal Tax Senior to join their reputable accountancy firm. This role offers a unique opportunity for career progression in personal tax compliance and advisory services. You will work closely with partners and management, delivering quality tax planning and compliance for a diverse client portfolio. The firm promotes a hybrid working environment with flexible hours, ensuring a healthy work-life balance. If you are looking to enhance your personal tax career in a supportive and dynamic setting, this position is an excellent fit for you.

Benefits

Flexible Hours

Parking

Competitive Benefits

Qualifications

• Qualified in ATT, CTA, ACA, or ACCA with experience in personal tax.
• Experience in delivering personal tax compliance and advisory services.

Responsibilities

• Deliver personal tax compliance and review work of junior staff.
• Build relationships with clients and provide tax advice.

Skills

Personal Tax Compliance

Tax Advisory

IHT Planning

CGT Planning

Education

ATT

CTA

ACA

ACCA

Job description

Social network you want to login/join with:

col-narrow-left

Client:

Page Personnel

Location:

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

62ab3fd0bc9d

Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

col-wide

Job Description:

• Personal Tax Senior to join a successful Taunton accountancy practice
• Career progression on offer with increasing advisory and tax planning work

About Our Client

Based in Taunton this is highly regarded and successful accountancy firm with a very reputable and successful tax team acting for a wide spectrum of private individuals and clients across high net worth individuals, Trusts and other clients. The firm provides a quality compliance service, along with delivering on planning work to include IHT planning, CGT and other wide ranging personal tax planning work . There will be opportunity to develop technically, working closely with partners and management team offering the chance to progress in your tax career. The firm offers hybrid working, flexible hours, parking and competitive benefits.

Job Description

Joining as a Personal Tax Senior based from the firms Taunton offices, whilst you may initially focus on delivering personal tax compliance and reviewing work of junior staff, over time as you develop within the firm and role there will be increasing scope for involvement in delivering wider planning services to a wide ranging portfolio of personal tax clients. You will build relationships with clients and look to advise and deliver on tax advice and wider project work, working with the wider management and partner team. The role and firm provides an excellent opportunity for you to develop your personal tax career.

The Successful Applicant

For this Personal Tax Senior role you may be any of ATT/ CTA / ACA / ACCA qualified and you will have developed a personal tax career within an accountancy practice, or specialist tax firm. Your experience will have been developed within a UK accountancy firm of any size, or specialist tax firm delivering personal tax compliance and/or, reviewing tax returns. You may also have existing planning and advisory experience in addition to the compliance background and be looking to build further on this side of your career as well.

What's on Offer

Circa £36,000 - £40000 + dependent on the experience and background of the right professional/ post qualified experience levels etc, plus benefits. Please apply on line and for a further confidential discussion to find out more please contact Mark Bailey on 01179 271452