Tax Senior

Poole Waterfield Limited; Dudley; On-site; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Flexible working hours

CPD and training support

Study package

Job summary

Poole Waterfield Limited in the Black Country is seeking a Tax Senior to join a long‑standing, family‑run firm. You will manage a personal tax portfolio and handle compliance and advisory work for a diverse client base.

You’ll prepare returns, advise on residency issues, and support the accounts team. A two‑year tax practice background is expected; flexible hours and study support are offered to develop your tax career.

Qualifications

• At least two years' experience in a tax role within practice.
• Strong technical knowledge of personal tax compliance.
• Experience with trusts and accounts preparation beneficial.
• Relevant accountancy and/or tax qualifications advantageous, but experience key.

Responsibilities

• Manage your own portfolio of clients for personal tax returns and advisory work.
• Prepare and submit personal tax returns, trust returns and P11Ds.
• Provide advisory support on PAYE, NIC and tax positions.
• Liaise directly with individuals, trustees and companies; assist accounts department as needed.

Skills

Tax compliance

Client portfolio management

Communication skills

Attention to detail

Education

Tax qualifications (advantageous)

Job description

Your new company

Long-established, family-run firm in the Black Country seeking to recruit a Tax Senior to join their team. Having delivered high-quality tax and accountancy services for many years, you'll benefit from a varied role and will become part of a friendly, supportive and committed team. You'll work with a wide range of clients across different industries, giving you the chance to broaden your experience in a collaborative and welcoming environment.

Your new role

As a Tax Senior, you will manage your own portfolio of clients and handle a broad mix of tax compliance and advisory work. You will prepare and submit personal tax returns, trust returns, R185s, residential property returns and P11Ds, while also responding to queries across personal tax, P11Ds, IHT and general tax planning. You will provide advisory support and calculations, including PAYE, NIC and comparisons between limited company and personal tax positions. Your role will also involve residency-related work such as advising on the Statutory Residence Test and preparing Certificates of Residence. You will use your excellent communication skills to liaise directly with individuals, trustees and companies, building long-lasting client relationships. From time to time you will also assist the accounts department as well.

What you'll need to succeed

To be considered for this role, you will need at least two years' experience in a tax role within practice, along with strong technical knowledge of personal tax compliance. You should feel confident preparing the full range of returns listed and comfortable managing your own client portfolio. Strong communication skills, attention to detail and the ability to work independently are essential. Experience with trusts and accounts preparation would be beneficial. Relevant accountancy and/or tax qualifications would be advantageous, but experience will be key.

What you'll get in return

You will receive a competitive salary (c. £30 -£35k p.a. depending on experience) along with a range of benefits. You'll be part of a friendly and supportive team, work with a diverse client base and have full support for CPD and ongoing training. Flexible working hours are available after an initial period, and a competitive study package is offered where applicable. This is an excellent opportunity to develop your tax career within a stable and respected firm. The firm operates a 35h working week for full-time employees and part-time working patterns will be considered, including school hours to support family logistics.

Candidates should have the right to live and work in the UK.