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 Senior, Private Client 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 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, Private Client Senior in Dunblane, Stirling
✨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. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Get social! Join relevant groups on LinkedIn or Facebook where tax professionals hang out. Engage in discussions, share your insights, and keep an eye out for job postings that might not be advertised elsewhere.
✨Tip Number 3
Prepare for interviews by practising common questions related to personal tax. Be ready to showcase your experience with CCH software and how you've managed client relationships in the past—this will set you apart!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining a supportive team that values autonomy.
We think you need these skills to ace Personal Tax Senior, Private Client 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!
Tailor Your Application:Don’t just send a generic CV and cover letter. Take the time to tailor your application to this specific role. Mention your familiarity with CCH software and any relevant experiences that align with the job description.
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 in the past. Show us you can take ownership!
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 from our team. Let’s get started!
How to prepare for a job interview at Lusona Consultancy
✨Know Your Stuff
Make sure you brush up on personal tax compliance and the specifics of managing a diverse portfolio. Be ready to discuss your experience with sole traders, partnerships, and other client types mentioned in the job description.
✨Showcase Your Autonomy
Since this role requires minimal supervision, prepare examples that demonstrate your ability to manage your own workload effectively. Talk about times when you've taken ownership of projects and delivered results without needing constant guidance.
✨Build Rapport
This position involves liaising directly with clients, so practice how you'll build relationships during the interview. Think of ways to convey your communication style and how you handle client interactions, especially in tricky situations.
✨Familiarise Yourself with CCH Software
If you have experience with CCH software, be sure to highlight it. If not, do a bit of research to understand its functionalities. Showing that you're proactive about learning new tools can really impress the interviewers.
