At a Glance
- Tasks: Manage personal tax returns and build client relationships with minimal supervision.
- Company: Well-established accountancy practice in West Lothian with a supportive team.
- Benefits: Part-time flexibility, autonomy, and varied client base.
- Other info: Long-term stability in a close-knit, non-corporate environment.
- Why this job: Enjoy a role that fits around your life while handling interesting tax work.
- Qualifications: Strong personal tax compliance experience and client management skills.
The predicted salary is between 30000 - 40000 £ per year.
If you’re a Personal Tax professional who takes pride in owning your work, building proper client relationships, and not being micromanaged—this will suit you down to the ground. We’re working with a well-established, highly regarded accountancy practice in West Lothian looking to appoint a Part-Time Tax Senior to take ownership of their personal tax portfolio within a busy local office. This is a key hire. You’ll effectively become the go-to person for personal tax—trusted to manage your own workload and deliver a high standard of service across a varied client base.
What you’ll be doing:
- Managing and preparing personal tax returns across a diverse portfolio
- Working with sole traders, partnerships, landlords, farmers, directors and trusts
- Handling income tax and CGT matters end-to-end
- Preparing P11Ds, payment on account calculations and coding notices
- Liaising directly with clients and HMRC
- Supporting with company secretarial work (e.g. confirmation statements)
- Using CCH software for compliance work (Optional)
- Supporting with corporation tax compliance if of interest
What we’re looking for:
- Strong experience in personal tax compliance (this is non-negotiable)
- Confident managing your own workload with minimal supervision
- Comfortable dealing directly with clients and building relationships
- Organised, reliable and able to hit deadlines without being chased
- Experience with CCH is advantageous
- Exposure to (or interest in learning) corporation tax is a bonus—not essential
Why this role stands out:
- Part-time (3 days per week) with genuine flexibility on how those days are worked
- Autonomy – you’ll be trusted to run your own workload
- Varied client base – no two days look the same
- Supportive, close-knit team – no corporate politics
- Long-term stability in a well-run local firm
This isn’t a role for someone who needs handholding. It’s for someone who knows personal tax inside out, enjoys being trusted, and wants a role that fits around life without sacrificing interesting work. Interested? Apply or contact Karen at karen@lusona.co.uk to arrange a confidential chat.
Personal Tax Senior (Part-Time) employer: Lusona Consultancy (Financial) Limited
Join a well-established accountancy practice in West Lothian that values autonomy and client relationships, making it an excellent employer for Personal Tax professionals. With a supportive, close-knit team and the flexibility of part-time hours, you can manage your own workload while enjoying a varied client base without the constraints of corporate politics. This role offers long-term stability and the opportunity to thrive in a dynamic environment that prioritises employee growth and satisfaction.
Contact Details:
Lusona Consultancy (Financial) Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior (Part-Time)
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field and let them know you're on the lookout for opportunities. Sometimes, the best jobs come from a friendly chat rather than a formal application.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially since this role values autonomy and client relationships. Be ready to share how you’ve successfully managed your own workload in the past.
✨Tip Number 3
Show off your expertise! When you get the chance to meet potential employers, highlight your experience with personal tax compliance and any relevant software like CCH. Confidence in your skills can really set you apart.
✨Tip Number 4
Don’t forget to apply through our website! It’s the easiest way to get your application noticed, and we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Personal Tax Senior (Part-Time)
Some tips for your application 🫡
Show Your Personal Tax Expertise:Make sure to highlight your strong experience in personal tax compliance. We want to see how you’ve managed personal tax returns and built client relationships in your previous roles. This is your chance to shine!
Demonstrate Autonomy:Since we’re looking for someone who can manage their own workload with minimal supervision, share examples of how you've successfully handled tasks independently. Let us know how you take ownership of your work!
Tailor Your Application:Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the specific skills and experiences that match our job description. We love seeing candidates who put in the effort.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important details!
How to prepare for a job interview at Lusona Consultancy (Financial) Limited
✨Know Your Stuff
Make sure you brush up on personal tax compliance before the interview. Be ready to discuss your experience managing personal tax returns and handling income tax matters. This role requires a strong foundation in personal tax, so showcasing your expertise will definitely impress.
✨Showcase Your Autonomy
Since this position values independence, be prepared to share examples of how you've successfully managed your own workload in the past. Talk about times when you took ownership of projects without needing supervision, as this will demonstrate that you're the right fit for their culture.
✨Build Client Relationships
Highlight your experience dealing directly with clients. Share specific instances where you built strong relationships or resolved client issues effectively. This will show that you understand the importance of client interaction in this role and that you can handle it with ease.
✨Be Organised and Reliable
Prepare to discuss your organisational skills and how you meet deadlines. You might want to mention any tools or methods you use to stay on top of your tasks. This will reassure them that you can manage a varied client base without needing constant reminders.
