Personal Tax Senior - Reading

PRO TAX; Reading; Presencial; GBP 47.000 - 57.000; Tempo integral

Resumo da vaga

PRO TAX in Reading (RG1) is seeking a Personal Tax Senior to manage a diverse portfolio of self‑assessment clients in a central Reading office. You will prepare tax returns, oversee billing and budgets, and advise on Capital Gains Tax, Inheritance Tax, and estate planning.

The role includes supervising junior staff, onboarding new clients, and assisting with schedule planning to ensure efficient workflow. A strong background in personal tax is essential.

Qualificações

• Must have prior experience in an accountancy practice.
• Strong knowledge of personal tax and experience with tax software (Digita).
• Ability to work independently with a portfolio and manage deadlines.

Responsabilidades

• Preparing annual personal tax returns.
• Managing budgets and billing.
• Advising on Capital Gains Tax, Inheritance Tax, and estate planning.
• Preparing P11Ds, PSAs, ATEDs, and other tax forms as required.
• Supervising and mentoring junior tax staff.
• Supporting client onboarding and assisting in meetings with prospective clients.
• Assisting with workflow planning and departmental scheduling.

Conhecimentos

Personal tax

Independence

Interpersonal skills

Ferramentas

Digita

Descrição da vaga

Personal Tax Senior - Reading (RG1) - Up to £52,000

Are you a Personal Tax Senior looking for a new opportunity in a supportive, well-established practice in the heart of Reading?

This independent firm has a long-standing presence in the Thames Valley and is home to a 28-strong team across audit, accounts, tax and general practice. You'll be joining a friendly and collaborative personal tax team of six, based in their central Reading office - just a short walk from the train station.

The role - Personal Tax Senior

You'll manage your own portfolio of self-assessment clients, including individuals, partnerships, and trusts. The role includes:

• Preparing annual personal tax returns
• Managing budgets and billing
• Advising on Capital Gains Tax, Inheritance Tax, and estate planning
• Preparing P11Ds, PSAs, ATEDs, and other tax forms as required
• Supervising and mentoring junior tax staff
• Supporting client onboarding and assisting in meetings with prospective clients
• Assisting with workflow planning and departmental scheduling

What they’re looking for

• Prior experience in an accountancy practice is essential
• Strong knowledge of personal tax and experience using tax software (they use Digita)
• Able to work independently and manage a portfolio with minimal supervision
• Excellent attention to detail and time management
• Good interpersonal and communication skills

Not sure if you're the right level? Let's talk.

If you feel you're slightly too junior or too senior for this spec, still get in touch. The firm is open to flexing the role for the right person.

Why apply for this Personal Tax Senior role?

• Salary up to £52,000
• Central Reading location (RG1), walking distance from the station
• Varied client portfolio across personal tax, trusts, and partnerships
• Supportive and approachable team of professionals
• Career progression based on your performance - not just your time served
• Flexibility around working patterns
• Historic-meets-modern office with unique features dating back to the 1800s

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.