Personal Tax Semi-Senior
Location:Home-based in Dorset/Bournemouth or Hybrid in Penarth/Cardiff (1 day per week in office)
Salary:£32,000 – £35,000 per annum, depending on experience
Contract Type:Full-time, Permanent — 40 hours per week, Monday to Friday, 08:30–17:00
Reports To:Tax Operations Manager
About the Client
Our client is a Financial Times Top 500 UK Best Employer 2026. They have a small, progressive tax team with a specialist focus on CIS contractor clients, offering a supportive environment and support towards ATT qualification.
Role Summary
We need a Personal Tax Semi-Senior to take ownership of personal tax compliance for a portfolio of CIS contractor clients. This is a compliance-focused role at heart, combined with direct client contact. You will be the tax specialist clients speak to about the work you complete for them. You will report directly to the Tax Operations Manager.
Key Responsibilities
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Complete quarterly MTD IT submissions accurately and on time for a portfolio of CIS contractor clients.
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Prepare and submit Self Assessment Tax Returns for CIS contractor clients.
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Act as the main point of contact for client tax queries relating to the compliance work completed. For example questions about submissions, payments on account or expenses included.
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Handle client queries confidently and professionally by phone as well as in writing, including calling clients directly to chase outstanding information or actions.
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Liaise with HMRC on client behalf, including chasing repayments and handling simple HMRC enquiries.
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Apply Self Employed Income and Expense rules correctly and consistently across client returns.
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Manage your own workload and quarterly deadlines to ensure timely accurate submissions.
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Escalate more complex or advisory level queries to the Tax Operations Manager where appropriate.
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Keep up to date with relevant HMRC rules and guidance affecting personal tax and CIS compliance.
About You
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At least 2 years experience in UK personal tax, ideally including Self Assessment compliance.
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Good working knowledge of Self Employed Income and Expense rules.
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Good understanding of MTD for Income Tax.
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Comfortable and confident speaking to clients and HMRC on the phone.
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Well organised, with the ability to manage a portfolio of clients and quarterly deadlines.
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Clear professional written and verbal communication.
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Comfortable working remotely as part of a small close knit team.
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ATT or CTA qualification is not required. Candidates who are studying towards, or interested in studying towards, ATT are particularly welcome to apply.
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Experience with CIS contractor clients specifically is a plus but not essential.
What We Offer
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Salary of £32,000 – £35,000 per annum, depending on experience.
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Fully remote working with occasional visits to the offices (Dorset) or Hybrid working (Penarth).
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Full home working equipment provided (laptop, monitor and any other equipment needed to do the job).
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Support and encouragement to work towards ATT qualification.
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A role in a small progressive team, with direct line management and support from the Tax Operations Manager.
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The opportunity to build strong client relationships within a specialist CIS contractor client base.
Benefits
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Holiday entitlement: 25 days
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Benenden Health Plan
Adroit is committed to being an equal opportunities employer. We welcome applications from all suitably qualified candidates regardless of age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race, religion or belief, sex or sexual orientation.
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