Tax Senior

Page Personnel; Bath; On-site; GBP 35,000 - 45,000; Full time

Job summary

Page Personnel in Bath is seeking a Tax Senior to manage a varied portfolio of tax clients, combining compliance with advisory opportunities. You will work with experienced colleagues across the wider practice, handling personal and business tax matters and developing tax planning recommendations.

The firm values client-focused service and ongoing professional development, offering exposure to a broad client base and supportive culture.

Qualifications

• Qualified or part-qualified ACA/ACCA/ATT/CTA with strong practical tax experience.
• Experience preparing personal tax returns.
• Broad tax knowledge across taxation matters.
• Experience with tax planning or advisory assignments.
• Strong client management and workload ownership.
• Excellent written and verbal communication.
• Organised with attention to detail.
• Proactive, collaborative and client-focused.

Responsibilities

• Manage a portfolio of tax clients and build relationships.
• Prepare and file personal and partnership tax returns.
• Assist with personal and business tax matters and planning.
• Support with Income Tax, CGT and IHT planning.
• Handle HMRC enquiries and investigations.
• Explain taxation matters clearly to clients.
• Collaborate with colleagues to provide integrated solutions.
• Contribute to business development and growth of the practice.

Skills

Tax knowledge

Client relationships

Communication

Organisation

Proactive

Education

Professional accounting qualification

Tools

IRIS

Excel

Job description

• Develop broad tax expertise across a varied portfolio of clients.
• Join a supportive independent practice with scope for career progression

About Our Client

Our client is a well-established and highly regarded independent firm of Chartered Accountants and Tax Advisers based in the heart of Bath. The practice supports an extensive portfolio of businesses, owner-managers, individuals and families, providing comprehensive accounting, business and taxation advice. Strong client relationships sit at the heart of its approach, with an emphasis on understanding clients' circumstances and delivering practical, proactive advice rather than simply completing compliance work.With a collaborative team of accounting and tax professionals, the practice offers an environment where individuals can develop their technical expertise while building meaningful relationships with clients. Its tax work encompasses both business and private client matters, including tax efficiency, CGT, IHT, trusts, estate planning and wider tax consultancy. The firm is equally committed to developing its people, promoting a supportive culture with opportunities to learn, develop and progress.

Job Description

Joining the team as a Tax Senior, you will take responsibility for a varied portfolio of tax clients while working closely with experienced colleagues across the wider practice.This is a broad, client-facing position combining tax compliance with the opportunity to become increasingly involved in advisory and planning work. Your responsibilities will include:

• Managing a portfolio of tax clients and developing strong ongoing relationships
• Preparing and submitting accurate and timely tax returns for individuals and partnerships
• Supporting clients with a variety of personal and business tax matters
• Assisting with tax planning across areas including Income Tax, CGT and IHT
• Identifying opportunities to improve clients' tax efficiency
• Assisting clients with HMRC enquiries and investigations
• Keeping up to date with changing tax legislation and communicating relevant developments
• Acting as a key point of contact and explaining taxation matters clearly to clients
• Working alongside accounting and other specialist colleagues to provide integrated solutions
• Contributing to more complex tax assignments as your experience develops
• Supporting business development initiatives and the continued growth of the practice

The firm's wider approach is centred around providing comprehensive advice throughout the different stages of a client's business, personal and financial affairs, making this particularly suited to someone who enjoys looking beyond straightforward compliance.

The Successful Applicant

You may be ACA, ACCA, ATT or CTA qualified or part-qualified, although applications are equally welcomed from candidates who can demonstrate strong practical tax experience gained within an accountancy practice.You will ideally bring:

• Previous tax experience gained within an accountancy practice
• Proven experience preparing personal tax returns
• Sound technical knowledge across a broad range of taxation matters
• Some exposure to tax planning or advisory assignments
• The confidence to manage client relationships and take ownership of your workload
• Strong written and verbal communication skills
• The ability to explain technical taxation matters clearly and practically
• Excellent organisation and attention to detail
• A proactive, collaborative and client-focused approach
• Experience using tax software such as IRIS and Microsoft Excel

What's on Offer

• Competitive salary ranging from £35,000 to £45,000, dependent on the level of experience.
• Exposure to a diverse client portfolio and varied tax assignments.
• Opportunities to develop broader tax advisory experience.
• Supportive and friendly working environment.

People are at the heart of Michael Page. We are committed to creating an inclusive environment. As an inclusive recruiter we welcome applications from people of all backgrounds, identities and experiences. If you require any adjustments or accommodations during the recruitment process, we'll work with you to ensure you can perform at your best.