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: Join a close-knit team without corporate politics and enjoy long-term stability.
- Why this job: Enjoy trust and independence while working on diverse personal tax cases.
- 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 to arrange a confidential chat.
Locations
Accounts and Tax Senior (Personal Tax) in Dunblane, Stirling employer: Lusona Consultancy
Join a well-established accountancy practice in West Lothian that values autonomy and client relationships, offering a part-time role with genuine flexibility. Enjoy a supportive, close-knit team environment where you can take ownership of your personal tax portfolio and thrive without corporate politics. With opportunities for professional growth and a varied client base, this is an excellent place for experienced Personal Tax professionals seeking meaningful work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Accounts and Tax Senior (Personal Tax) in Dunblane, Stirling
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend local events, and don’t be shy about letting people know you’re on the lookout for a new role. You never know who might have the inside scoop on opportunities.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their client base and how you can add value. This will help you stand out as someone who’s genuinely interested in the role and ready to take ownership of your work.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience in personal tax compliance and how you’ve successfully managed your own workload. Confidence is key, so make sure you can articulate your skills clearly.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our supportive team and taking on that varied client base.
We think you need these skills to ace Accounts and Tax Senior (Personal Tax) in Dunblane, Stirling
Some tips for your application 🫡
Show Off Your Personal Tax Skills:Make sure to highlight your strong experience in personal tax compliance. We want to see how you’ve managed personal tax returns and dealt with clients in the past, so don’t hold back on those details!
Demonstrate Your 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. This will show us you’re the right fit for our flexible environment.
Client Relationships Matter:We value building proper client relationships, so include any relevant experiences where you’ve liaised directly with clients. Let us know how you’ve built trust and rapport in your previous roles!
Keep It Organised and On Point:Make sure your application is well-structured and free from errors. We appreciate organisation and reliability, so a tidy application reflects those qualities. And remember, apply through our website for the best chance!
How to prepare for a job interview at Lusona Consultancy
✨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 is all about owning your work, so show them you know the ins and outs of the field.
✨Showcase Your Client Relationship Skills
Since this position involves liaising directly with clients, prepare examples of how you've built strong relationships in the past. Think about times when you’ve gone above and beyond for a client or resolved a tricky situation—this will demonstrate your ability to manage your own workload with minimal supervision.
✨Be Organised and Reliable
The firm values someone who can hit deadlines without being chased. Bring along a few examples of how you’ve managed your time effectively in previous roles. You might even want to mention any tools or methods you use to stay organised, especially if they relate to CCH software.
✨Express Your Interest in Learning
While experience with corporation tax isn’t essential, showing a willingness to learn can set you apart. If you have any exposure to it, share that during the interview. If not, express your enthusiasm for expanding your skill set—this shows you're proactive and keen to grow within the role.
