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 at to arrange a confidential chat.
Locations
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 Tax 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 varied client interactions. This is an excellent opportunity for professionals seeking meaningful work without the constraints of corporate politics.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Senior - Personal Tax in Dunblane, Stirling
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax world, 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
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. Let them see how you can take ownership of their portfolio.
✨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 ask if they have any upcoming roles that suit your skills.
✨Tip Number 4
Prepare for those interviews! Brush up on your knowledge of income tax, CGT matters, and CCH software. Being well-prepared will show you’re serious about the role and ready to hit the ground running.
We think you need these skills to ace Tax Senior - Personal Tax 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 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 taken ownership of projects or tasks in previous roles. This will show us you’re the right fit!
Client Relationship Skills 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 with them—it’ll make you stand out!
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 get you into our system quickly. 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 with 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 situations where you took ownership of projects without needing supervision, as this will demonstrate that you're the right fit for their team.
✨Build Rapport
This role involves liaising directly with clients, so practice your communication skills. Think of ways to build rapport quickly and effectively. You might want to prepare a few anecdotes about how you've developed strong client relationships in previous roles—this will show that you can connect with their diverse client base.
✨Familiarise Yourself with CCH Software
If you have experience with CCH software, great! If not, take some time to learn the basics. Being able to discuss how you would use it for compliance work will show that you're proactive and ready to hit the ground running. Plus, it’s always good to demonstrate a willingness to learn new tools.
