Self Assessment Tax Semi Senior/Senior

Hawthorne-Finch Talent Solutions; Long Lee; On-site; GBP 35,000 - 45,000; Full time

Job summary

Hawthorne-Finch Talent Solutions is seeking a Tax Senior (Personal & Self-Assessment) for a West Yorkshire practice. You will take ownership of a personal tax portfolio, handling self-assessment for a range of clients with high-net-worth individuals, landlords, sole traders and company directors, in a friendly, office-based environment with predictable hours.

This role offers high autonomy, direct client contact, HMRC liaison, and the opportunity to progress toward ATT/CTA qualifications.

Qualifications

• Minimum 2+ years’ recent UK accountancy practice experience focused on personal tax compliance and self‑assessment returns.
• ATT/CTA qualified or qualified by experience (QBE).

Responsibilities

• Lead management of a portfolio of self‑assessment clients, including high‑net‑worth individuals, sole traders, property landlords, and company directors.
• Liaise directly with clients and HMRC, handling tax queries and formal communications.
• Ensure strict statutory deadline compliance during peak tax season.
• Provide direct client contact with high‑net-worth individuals and directors.
• Utilise modern tax software (e.g., IRIS, Digita, CCH, TaxCalc) and strong Excel skills.

Job description

Tax Senior (Personal & Self-Assessment)

Location: West Yorkshire

Salary: £35,000 – £45,000 DOE

Are you a skilled tax practitioner with deep expertise in personal tax and self‑assessment, looking for a high‑autonomy, client‑facing role within a friendly, established regional practice? Our client is a highly respected, independent accountancy firm located in West Yorkshire.Celebrated for their personal approach, technical standards, and supportive office culture, they are seeking an experienced Tax Senior to take full ownership of their personal tax portfolio and self‑assessment compliance workflow.

The Opportunity

In this key specialist role, you will take lead responsibility for managing an established portfolio of several hundred personal tax clients, including high‑net‑worth individuals, sole traders, property landlords, and company directors. Working in a structured, office‑based environment with predictable core hours (Monday to Friday, 9:00am – 5:00pm), you will handle end‑to‑end self‑assessment tax return completion, liaise directly with clients and HMRC, and ensure strict statutory deadline compliance. Designed for an experienced practice tax practitioner or CTA/ATT student, this position offers high operational independence, direct client contact, and long‑term stability within a friendly, non‑corporate practice.

Key Responsibilities & Requirements

• Experience & Qualifications: Minimum 2+ years’ recent UK accountancy practice experience specifically focused on personal tax compliance and self‑assessment returns. ATT/CTA qualified or qualified by experience (QBE).

• Technical Mastery: In‑depth understanding of UK personal tax legislation, including Capital Gains Tax (CGT), property income tax, dividend taxation, and self‑employed accounts reconciliations.

• Portfolio & Deadline Management: Proven ability to manage a high‑volume portfolio of self‑assessment clients, handling multiple deadlines during peak tax season with accuracy and efficiency.

• Client Communication & HMRC Liaison: Acting as the primary point of contact for client tax queries and managing formal communications, enquiries, and disclosures with HMRC.

• Software Proficiency: Hands‑on experience with modern tax and practice software (such as IRIS, Digita, CCH, or TaxCalc) alongside strong MS Excel skills.

Package & Working Structure

• Competitive Remuneration: £35,000 – £45,000 base salary per annum (commensurate with practice experience, qualification status, and technical depth) plus annual performance reviews.

• Structure & Work-Life Harmony: Full‑time, office‑based permanent position with stable, structured core hours (Monday – Friday, 9:00am – 5:00pm) promoting genuine work‑life balance.

• Professional Subscriptions & CPD: Annual payment of professional membership fees (ATT/CTA) and fully supported ongoing technical CPD training.

• Leave & Pension: Generous annual leave entitlement plus statutory bank holidays and workplace pension scheme.

• Environment & Amenities: Friendly, collaborative working culture set within picturesque West Yorkshire, featuring convenient local access and parking.