Tax Senior - Private Client Advisory + Study Support

Page Personnel; Swindon; On-site; GBP 42,000 - 48,000; Full time

Benefits offered by this job

Competitive salary

ATT/CTA study support

Collaborative team environment

Career progression opportunities

Permanent role

Job summary

Page Personnel are recruiting for a Tax Senior in Swindon to manage a varied personal tax portfolio including individuals, trusts and estates, with opportunity for progression in a well-established independent practice.

You will prepare and review complex returns, offer planning solutions, act as main contact for clients and HMRC, and support advisory projects across capital taxes, IHT, trusts, and succession planning while mentoring junior staff in a collaborative environment.

Qualifications

• ATT or CTA qualified, or actively studying towards qualification.
• Strong technical knowledge of UK tax legislation and compliance requirements.
• Experience preparing personal and corporate tax returns.
• Excellent attention to detail and organisational skills.
• Ability to manage multiple priorities and work to deadlines.
• Proficiency with tax and accounting software.

Responsibilities

• Take ownership of a varied personal tax compliance portfolio, including individuals, trusts, and estates, ensuring accuracy and full regulatory compliance
• Prepare and review complex tax returns, including CGT 60-day reporting, maintaining high-quality documentation and audit-ready records
• Provide tailored tax advice and planning solutions to individuals, owner-managed businesses, and specialist sectors such as farming clients
• Act as a key point of contact for clients and HMRC, resolving queries efficiently and professionally
• Review complex tax work prepared by accounts staff, providing technical oversight and ensuring accuracy
• Support advisory and research projects across capital taxes, including IHT, trusts, estates, and succession planning
• Contribute to the tax aspects of financial reporting and statutory accounts preparation
• Monitor legislative changes and proactively communicate relevant updates to clients and colleagues
• Collaborate with wider service lines to deliver integrated, high-quality client solutions
• Mentor and support junior team members, contributing to overall team development
• Support the growth of emerging service areas, including Making Tax Digital for Income Tax (MTD IT)

Job description

Page Personnel are recruiting for a Tax Senior in Swindon to manage a varied personal tax portfolio including individuals, trusts and estates, with opportunity for progression in a well-established independent practice.

You will prepare and review complex returns, offer planning solutions, act as main contact for clients and HMRC, and support advisory projects across capital taxes, IHT, trusts, and succession planning while mentoring junior staff in a collaborative environment.