At a Glance
- Tasks: Manage personal tax clients and ensure compliance while supporting advisory projects.
- Company: Reputable Chartered Accountants firm in Swindon with a modern, flexible approach.
- Benefits: Salary up to £52,000, hybrid working, and comprehensive benefits package.
- Other info: Friendly environment with clear opportunities for career progression.
- Why this job: Join a supportive team and develop your career in personal tax with real impact.
- Qualifications: Experience in personal tax, ATT qualified or studying towards relevant qualifications.
The predicted salary is between 40000 - 52000 £ per year.
TPF Recruitment is proud to be supporting a highly reputable and growing firm of Chartered Accountants in Swindon in their search for a Personal Tax Senior to join their expanding tax team. This is an excellent opportunity for an experienced tax professional looking to join a supportive and progressive practice. The role is predominantly focused on personal tax compliance, whilst also offering exposure to a range of advisory projects, providing excellent scope for continued professional development and career progression. Despite being a leading firm, my client are a genuinely flexible firm with a modern approach to work, including hybrid working and flexible start and finishing times.
As a Personal Tax Senior, you will manage a varied portfolio of personal tax clients, ensuring compliance obligations are met efficiently and accurately whilst developing strong client relationships. You will work closely with senior members of the tax team and support on a range of advisory assignments as opportunities arise.
Key Responsibilities:
- Managing a portfolio of personal tax clients, including HNWI, company directors, sole traders, partnerships, and trusts.
- Preparing and reviewing self-assessment tax returns.
- Assisting clients with tax planning opportunities and advisory matters.
- Supporting on inheritance tax, residency, domicile, and other personal tax projects.
- Liaising directly with clients, HMRC, and third parties.
- Managing tax deadlines and ensuring compliance obligations are met.
- Keeping up to date with changes in tax legislation and compliance requirements.
Requirements:
- Current or recent experience working in personal tax within a UK firm of Chartered Accountants.
- Strong knowledge of self-assessment and personal tax compliance.
- ATT qualified, CTA part-qualified/qualified, or qualified by experience.
- Experience managing a portfolio of clients.
- Excellent communication and relationship building skills.
- Organised, proactive, and able to manage multiple deadlines.
Benefits:
- Salary circa £40,000 - £52,000 depending on experience and qualification status.
- Genuine flexibility and hybrid working arrangements.
- Comprehensive benefits package.
- Exposure to a broad range of clients and industries.
- Ongoing professional development and training.
- Clear opportunities for career progression within a growing and successful firm.
- Friendly and collaborative working environment.
Please contact Joe Potter for a confidential conversation.
Personal Tax Senior in Swindon employer: Green Professionals
Join a highly reputable and growing firm of Chartered Accountants in Swindon, where you will find a supportive and progressive work environment that values flexibility and professional development. As a Personal Tax Senior, you will enjoy a collaborative culture, hybrid working options, and clear pathways for career advancement, all while managing a diverse portfolio of clients and engaging in meaningful advisory projects.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior in Swindon
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We think you need these skills to ace Personal Tax Senior in Swindon
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at Green Professionals
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Green Professionals.
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