At a Glance
- Tasks: Manage diverse client portfolios and prepare Personal Tax computations.
- Company: Family-friendly accountancy practice with a supportive culture.
- Benefits: Salary up to £37,000, flexible work environment, and career growth.
- Other info: Opportunity for direct client contact and exposure to advisory work.
- Why this job: Join a close-knit team where relationships and work-life balance matter.
- Qualifications: 3-4 years of Personal Tax compliance experience preferred.
The predicted salary is between 37000 - 37000 £ per year.
East Kilbride | Family-Friendly Accountancy Practice
Salary up to £37,000 + Benefits
Looking for a Personal Tax role where relationships and work-life balance still matter? An excellent opportunity has arisen to join a well-established and highly regarded independent accountancy and tax practice based in East Kilbride. With a collaborative team and a strong reputation for delivering trusted, relationship-led advice, this firm offers something increasingly difficult to find — a genuinely supportive, family-friendly culture where people are valued and client service comes first.
This opportunity is ideal for an experienced Personal Tax professional seeking a varied compliance role with exposure to client relationships and occasional advisory work within a close-knit and approachable environment.
The Opportunity
Joining a Personal Tax team of two and reporting directly to the Tax Manager, you will manage a varied and interesting portfolio of clients spanning a broad range of personal and business circumstances. Your responsibilities will include:
- Preparing Personal Tax computations and Self-Assessment tax returns
- Managing a diverse portfolio including:
- Sole Traders
- Company Directors
- Partnerships
- High Net Worth Individuals (HNWIs)
- Property Developers
- Pensioners
- Preparing P11Ds
- Building and maintaining strong client relationships
- Liaising directly with clients to request information and respond to queries
- Managing deadlines and ensuring compliance obligations are met
- Assisting with personal tax advisory work alongside senior team members on occasion
This is a predominantly compliance-focused role with the added opportunity to gain broader exposure to advisory matters and develop professionally over time.
Who We’re Looking For
We are keen to speak with candidates who have:
- A minimum of 3–4 years’ Personal Tax compliance experience
- Experience working within Accountancy Practice or Tax environments
- Strong attention to detail and organisational skills
- A proactive and client-focused approach
- Confidence communicating directly with clients and managing relationships
ATT qualification is preferred, although candidates with strong relevant experience and practical expertise will also be considered.
What’s On Offer?
- Salary up to £37,000 (DOE) + Benefits
- Supportive and family-friendly culture
- Small, collaborative team environment
- Varied and interesting client portfolio
- Direct client contact and relationship management
- Exposure to advisory work
- Genuine long-term career opportunity within an established practice
Why Consider This Opportunity?
For Personal Tax professionals seeking a move away from larger, more corporate environments — or simply looking for a firm where culture, flexibility and people genuinely matter — this is an excellent opportunity to build a rewarding long-term career.
Interested? Apply or contact Karen to arrange a confidential discussion – karen@lusona.co.uk.
Personal Tax Senior employer: Lusona Consultancy (Financial) Limited
Join a well-established and highly regarded independent accountancy practice in East Kilbride, where a supportive, family-friendly culture prioritises work-life balance and client relationships. With a collaborative team environment and opportunities for professional growth, this role offers Personal Tax professionals the chance to manage a diverse portfolio while enjoying direct client contact and occasional advisory work, making it an ideal setting for those seeking meaningful and rewarding employment.
Contact Details:
Lusona Consultancy (Financial) Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy world, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for the interview by researching the company culture. Since this role values relationships and a family-friendly vibe, think about how you can showcase your people skills and adaptability during the chat.
✨Tip Number 3
Don’t just talk about your qualifications; share stories! Bring up specific examples from your past roles that highlight your experience with personal tax compliance and client relationship management.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the role and keeping you top of mind for the hiring team.
We think you need these skills to ace Personal Tax Senior
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Personal Tax compliance experience and any client relationship management you've done. We want to see how you fit into our family-friendly culture!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about Personal Tax and how you can contribute to our supportive team. Don't forget to mention your proactive approach and attention to detail — we love that!
Showcase Your Client-Focused Approach:In both your CV and cover letter, emphasise your experience in managing client relationships. We value strong communication skills, so share examples of how you've successfully liaised with clients and handled their queries.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on this fantastic opportunity to join our close-knit team!
How to prepare for a job interview at Lusona Consultancy (Financial) Limited
✨Know Your Stuff
Make sure you brush up on your Personal Tax knowledge, especially around compliance and the specific client types mentioned in the job description. Being able to discuss your experience with Sole Traders, Company Directors, and HNWIs will show that you're not just familiar with the role but also genuinely interested.
✨Showcase Your Client Relationship Skills
Since this role emphasises building strong client relationships, prepare examples of how you've successfully managed client interactions in the past. Think about times when you went above and beyond to meet a client's needs or resolved a tricky situation.
✨Demonstrate Your Organisational Skills
With deadlines and compliance obligations being key aspects of the job, be ready to discuss how you manage your workload. Share specific strategies or tools you use to stay organised and ensure nothing slips through the cracks.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask during the interview. This could be about the team dynamics, the firm's approach to client service, or opportunities for professional development. It shows you're engaged and serious about finding the right fit for both you and the firm.
