Tax Senior - Bath

Michael Page Finance; Bath; Sur place; GBP 35 000 - 45 000; Plein temps

Résumé du poste

Michael Page is seeking a Tax Senior for a well-established Bath-based independent firm of Chartered Accountants and Tax Advisers. You will manage a varied portfolio of tax clients, combining compliance with advisory work.

The role offers a supportive culture, opportunities to develop technical expertise, and exposure to Income Tax, CGT and IHT. You will work with HMRC, explain tax matters clearly to clients, and play a key part in business growth.

Qualifications

• Experience in tax within an accountancy practice.
• Proven experience preparing personal tax returns.
• Sound technical knowledge across taxation matters.
• Exposure to tax planning or advisory assignments.
• Confident in managing client relationships and workloads.
• Strong written and verbal communication skills.
• Ability to explain taxation clearly and practically.

Responsabilités

• Managing a portfolio of tax clients and developing relationships.
• Preparing and submitting personal and partnership tax returns.
• Supporting clients with personal and business tax matters.
• Assisting with tax planning across Income Tax, CGT and IHT.
• Identifying opportunities to improve clients' tax efficiency.
• Assisting with HMRC enquiries and investigations.
• Keeping up to date with changing tax legislation and communicating developments.
• Acting as a key point of contact and explaining taxation matters to clients.
• Working with accounting and other specialists to provide integrated solutions.
• Contributing to more complex tax assignments as experience develops.

Connaissances

Tax compliance

Tax advisory

Client relationship management

Communication skills

Attention to detail

Organisation

Tax planning

Formation

ACA/ACCA/ATT/CTA qualification

Outils

IRIS

Microsoft Excel

Description du poste

As a Tax Senior in the professional services industry, you will manage a variety of tax assignments, supporting clients with their tax compliance and advisory needs. This role offers a chance to work with a diverse client portfolio, helping to ensure their tax affairs are in order and compliant.

Client Details

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.

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.

Profile

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

Job 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.