Tax Semi-Senior (Personal Tax) in St Albans)

Are you an ambitious tax professional looking to advance your career within a progressive, medium-sized practice? Do you enjoy managing a diverse client portfolio while delivering tailored personal tax compliance services? This is an exceptional opportunity to join an established firm that provides a supportive team environment alongside high-level exposure to diverse clients. If you are a proactive professional ready to take ownership of your workload and develop your technical expertise, this is the career move you have been waiting for.

About the Firm

This 7-Partner Firm is an established, progressive accountancy practice with offices in St Albans and Central London, offering a full range of professional services to small and medium-sized enterprises. The firm acts as the go-to practice for a wide array of clients across business, industry, professions, and the arts, ranging from large international corporates to privately owned businesses, partnerships, and high-net-worth individuals. With a collaborative culture and a focus on excellence, the practice offers a structured environment where professionals are encouraged to excel.

As a Tax Semi-Senior you will:

• Manage a dedicated portfolio of 150 to 200 clients, ensuring all personal tax compliance deadlines are met efficiently.
• Prepare complex personal tax returns, capital gains tax returns, employee benefits compliance including P11D and PSA, and ATED returns.
• Liaise directly and professionally with clients and HM Revenue and Customs officers regarding tax compliance issues and enquiries.
• Record time accurately using relevant software and submit weekly timesheets to ensure work is completed within budget.

As the successful candidate you will:

• Bring strong previous experience in personal tax compliance or be part-qualified to ATT standard.
• Possess a good working knowledge of Personal Tax, Capital Gains Tax, ATED matters, and experience working with self-employed individuals and company directors.
• Demonstrate a strong understanding of tax legislation with the ability to apply technical knowledge directly to client circumstances.
• Possess prior experience using CCH tax software packages and rental accounts.

What You’ll Receive:

• Ongoing technical training through tax webinars, seminars, and CPD updates.
• Workplace pension scheme with a 4% employer contribution.
• Health cash plan to cover everyday healthcare needs such as dental, optical, and physiotherapy.
• Life assurance scheme provided calculated at 4 times salary.
• Holiday trading scheme allowing employees to purchase up to 3 days of additional annual leave or sell up to 2 days.
• Interest-free season ticket loans of up to £4,500 for annual public transport tickets.
• Access to the online benefits portal offering financial health checks, mortgage advice, and various retail and lifestyle discounts.