Senior Tax Specialist: Client Advisory & Compliance Lead

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

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.