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: No corporate politics, just a close-knit team focused on 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
Personal Tax and Accounts Senior 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 Personal Tax and Accounts Senior role with genuine flexibility. Enjoy a supportive, close-knit team environment where you can take ownership of your personal tax portfolio while benefiting from long-term stability and opportunities for professional growth without the constraints of corporate politics.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax and Accounts Senior in Dunblane, Stirling
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to personal tax. Show off your expertise and confidence in managing your own workload—this is what employers are looking for!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that role! We’re all about making the process smooth and straightforward, so don’t miss out on the opportunity to join a supportive team.
We think you need these skills to ace Personal Tax and Accounts Senior in Dunblane, Stirling
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! Make it personal by aligning your skills and experiences with the specific requirements of the role. We love seeing candidates who take the time to connect their background to what we’re looking for.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
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 ownership, so show them you know your stuff inside out!
✨Build Rapport
Since this position involves liaising directly with clients, practice how you'll build relationships during the interview. Think of examples where you've successfully managed client interactions and how you can bring that same approach to their diverse portfolio.
✨Show Your Organisational Skills
Prepare to demonstrate how you manage your workload effectively. Share specific strategies or tools you use to stay organised and meet deadlines without needing supervision. They want someone reliable, so make sure you highlight your ability to work independently.
✨Familiarise Yourself with CCH Software
If you have experience with CCH software, be ready to discuss it! If not, take some time to learn the basics. Showing a willingness to get up to speed with their systems will impress them and show you're proactive about your role.
