Tax Senior - Personal Tax & Advisory Specialist

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

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.