Tax Senior

Trial Balance; Taunton (MA); On-site; USD 57,000 - 84,000; Full time

Job summary

Trial Balance in Taunton is seeking an experienced Tax Senior to join its growing tax team. You will manage a portfolio of personal tax clients, ensure compliance deadlines, and contribute to advisory work alongside colleagues.

The role involves preparing self-assessment returns, P11D support, and direct client liaison with HMRC. You’ll build trusted relationships and help clients plan to optimise tax positions while keeping up to date with legislation.

Qualifications

• Experience with personal tax compliance and advisory work.
• Strong ability to explain complex tax matters to clients.
• Excellent organisational and planning skills to meet deadlines.

Responsibilities

• Manage a portfolio of personal tax clients and ensure compliance within deadlines.
• Prepare self-assessment tax returns and calculate liabilities.
• Prepare P11D forms and advise on related tax matters.
• Liaise directly with clients, HMRC and other advisers on tax issues.
• Assist with tax planning opportunities, especially for higher net worth individuals.
• Keep up-to-date with changes in legislation to ensure accurate advice.

Skills

Client communication

Attention to detail

Time management

Tax advisory

Education

ATT/CTA/ACA/ACCA candidate

Job description

Being a tax accountant is about more than just ticking boxes. If you are an accountant who likes to understand the individual behind the numbers, provide practical advice and help clients make informed decisions, this could be just the role for you…

A well-established and progressive accountancy practice in Taunton is looking to recruit an experienced Tax Senior to join its growing tax team. This is an excellent opportunity for a tax professional who enjoys client contact and is looking to broaden their experience across both compliance and advisory work.

As Tax Senior, key responsibilities will include:

• Managing a portfolio of personal tax clients and ensuring all compliance requirements are completed accurately and within deadline
• Preparing self-assessment tax returns and calculating associated tax liabilities
• Preparing P11D forms and supporting clients with related tax matters
• Liaising directly with clients, HMRC and other professional advisers on a range of tax issues
• Assisting with tax planning opportunities, particularly for higher net worth individuals
• Keeping up-to-date with changes in legislation and ensuring advice remains accurate and relevant

The successful Tax Senior will bring:

• Previous experience within a tax or accountancy practice environment, together with a genuine …
• You'll ideally hold ATT, CTA, ACA or ACCA qualifications, or be part-qualified and progressing towards one of these.
• Strong attention to detail and excellent organisational skills will be essential, alongside the ability to explain technical tax matters clearly and confidently to clients.
• You'll also be comfortable working to deadlines, managing a varied workload and adapting to the busier periods of the tax calendar.

This is an excellent opportunity to join a growing practice where you'll gain exposure to a varied tax portfolio, work closely with experienced colleagues and continue developing your technical and advisory skills.