Senior Tax Specialist

Journey Recruitment Ltd; Wokingham; On-site; GBP 60,000 - 70,000; Full time

Job summary

Journey Recruitment Ltd in Wokingham is seeking an experienced Senior Tax Specialist to join an established accountancy practice. You will support the Tax Director, manage a portfolio of personal tax clients, and deliver compliant tax returns and advisory services.

This hands-on, office-based role focuses on building strong client relationships, mentoring junior staff, and liaising with HMRC to ensure deadlines are met.

Qualifications

• Strong experience in a tax role within an accountancy practice.
• In-depth knowledge of UK tax legislation.
• Ability to manage client portfolios independently.

Responsibilities

• Manage a portfolio of personal tax clients, acting as their primary point of contact.
• Oversee the preparation and review of tax returns, ensuring accuracy and compliance with current UK legislation.
• Prepare and/or review a range of compliance filings, including: Capital Gains Tax returns, ATED returns, ERS returns, P11D forms.
• Support the Tax Director on advisory projects, including tax planning and structuring.
• Respond to client queries in a timely and professional manner.
• Review work prepared by junior staff, providing guidance and mentoring.
• Liaise with HMRC on behalf of clients.
• Ensure deadlines are met and workflows are managed effectively.

Skills

Client portfolio management

UK tax legislation

Communication skills

Education

ACA/ACCA/CTA qualified or equivalent

Job description

An established and reputable accountancy practice is seeking an experienced and proactive Senior Tax Specialist to join their team in Wokingham. Supporting the Tax Director, the successful candidate will play a key role in delivering high-quality tax compliance and advisory services to a varied portfolio of clients.

This is a hands-on, office-based role, ideally suited to someone who enjoys building strong client relationships and working as part of a collaborative team.

The salary for this role is between 60,000 and 70,000 dependent on experience.

Key Responsibilities for the Senior Tax Specialist role are:

• Manage a portfolio of personal tax clients, acting as their primary point of contact
• Oversee the preparation and review of tax returns, ensuring accuracy and compliance with current UK legislation
• Prepare and/or review a range of compliance filings, including:
  • Capital Gains Tax returns
  • Annual Tax on Enveloped Dwellings (ATED) returns
  • Employment Related Securities (ERS) returns
  • P11D forms
• Support the Tax Director on advisory projects, including tax planning and structuring
• Respond to client queries in a timely and professional manner
• Review work prepared by junior staff, providing guidance and mentoring
• Liaise with HMRC on behalf of clients
• Ensure deadlines are met and workflows are managed effectively

Skills required for the Senior Specialist role:

• Strong experience in a tax role within an accountancy practice
• In-depth knowledge of UK tax legislation
• ACA/ACCA/CTA qualified, part-qualified, or qualified by experience
• Proven ability to manage a client portfolio independently
• Excellent communication and interpersonal skills

If you are an experienced tax professional looking to take the next step in your career, we would be keen to hear from you.