At a Glance
- Tasks: Manage personal tax clients, prepare tax returns, and provide advisory support.
- Company: Established accountancy firm in Birmingham with a supportive team culture.
- Benefits: Competitive salary, health cash plan, professional development, and work-life balance initiatives.
- Other info: Opportunities for career growth and a focus on employee well-being.
- Why this job: Join a growing team and make a real impact on clients' financial success.
- Qualifications: Strong personal tax experience and excellent communication skills required.
The predicted salary is between 30000 - 38000 £ per year.
- Personal Tax Senior
- Birmingham
Butler Rose Public Practice is delighted to be supporting a well‑established medium‑sized accountancy firm in Birmingham who are looking for an experienced Personal Tax Senior to join their growing team.
This role offers an excellent opportunity for a tax professional to manage a varied portfolio of personal tax clients, deliver high‑quality compliance services, support advisory work, and contribute to the development of junior team members.
The ideal candidate will have strong personal tax experience within practice, excellent client communication skills, and a desire to progress within a supportive and collaborative environment.
- Role Responsibilities
- Managing a portfolio of individuals, sole traders and partnerships, trusts and estates, overseeing compliance work.
- Preparing and reviewing self‑assessment tax returns.
- Providing advisory support across a range of personal tax matters, including capital gains tax, residence and domicile, property income, and business tax planning.
- Identifying tax planning opportunities and delivering practical, commercial advice to clients.
- Acting as a key point of contact for clients, building trusted relationships and providing ongoing tax support.
- Liaising with HMRC to resolve client queries and handle communications.
- Reviewing the work of junior team members and supporting their development.
- Assisting with planning workloads to ensure deadlines and service standards are met.
- Keeping up to date with legislation and sharing knowledge within the team.
- Personal Requirements
- Solid knowledge of UK personal tax.
- Experience preparing and reviewing self‑assessment tax returns independently.
- A proactive and professional approach, with strong attention to detail.
- Ability to manage deadlines, prioritise tasks, and maintain a high standard of client service.
- Excellent communication and interpersonal skills.
- Ability to work independently and collaboratively within a team.
- Proficient in various accounting software's and MS Office, with advanced Excel skills.
- Exceptional analytical skills and attention to detail.
- Employee Benefits
- Supportive team environment that values professional growth.
- A dedicated well‑being team, providing support, initiatives, and resources to promote a healthy work‑life balance.
- Competitive salary and comprehensive benefits package, including: Company pension scheme, Company health cash plan, Free on‑site parking, fully funded professional qualifications and CPD courses.
- Access to a staff benefits platform, offering health and well‑being support plus exclusive retail discounts.
Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
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Personal Tax Senior employer: Butler Rose Ltd
Butler Rose Ltd is an excellent employer, offering a supportive and friendly work environment in Lancaster that fosters collaboration and teamwork. With competitive pay and opportunities for professional growth, employees can thrive while contributing to the smooth operation of finance processes during busy periods. The company values attention to detail and provides a platform for individuals to enhance their skills in accounting and administration.
