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 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 Senior (Permanent) 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 Senior role with genuine flexibility. Enjoy a supportive, close-knit team environment where you can manage your own workload and engage with a diverse client base, all while benefiting from long-term stability and opportunities for professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior (Permanent) in Dunblane, Stirling
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax world, attend local meetups, and don’t be shy about letting people know you’re on the hunt for a Personal Tax Senior role. You never know who might have the inside scoop on opportunities!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your experience with personal tax compliance and client relationships. We want to see that you can manage your own workload and deliver top-notch service.
✨Tip Number 3
Be proactive! If you find a company you’re keen on, don’t wait for them to post a job. Reach out directly through our website, express your interest, and share how you can add value to their team. It shows initiative and could set you apart from other candidates.
✨Tip Number 4
Prepare for the interview by brushing up on common personal tax scenarios and client interactions. We recommend practising your responses to questions about managing your workload and dealing with clients. Confidence is key, and we believe you’ve got this!
We think you need these skills to ace Personal Tax Senior (Permanent) 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! 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 directly through our website. It’s the easiest way for us to receive your application and ensures it gets into the right hands. Plus, it shows you’re keen on joining 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 requires a strong foundation in personal tax, so showing off your knowledge 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 team.
✨Build Rapport with Clients
The job involves liaising directly with clients, so highlight your experience in building strong client relationships. Share specific instances where you’ve effectively communicated with clients or resolved issues, as this will show that you can handle the interpersonal aspects of the role.
✨Familiarise Yourself with CCH Software
If you have experience with CCH software, make sure to mention it during the interview. If not, take some time to learn the basics before your chat. Being able to discuss how you would use this software for compliance work will set you apart from other candidates.
