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- Tasks: Manage personal tax returns and build client relationships with autonomy.
- 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 at karen@lusona.co.uk to arrange a confidential chat.
Accounts and Tax Senior (Personal Tax) in Dunblane employer: Lusona Consultancy
Contact Detail:
Lusona Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accounts and Tax Senior (Personal Tax) in Dunblane
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for a new opportunity. Personal recommendations can go a long way, especially in the world of tax and accounts.
✨Tip Number 2
Prepare for those interviews by brushing up on your personal tax knowledge. Be ready to discuss your experience with clients and how you manage your workload. Show them you’re the go-to person they need!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview or a networking event, drop a quick thank-you email. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Check out our website for the latest job openings. We’ve got some fantastic opportunities that might just be the perfect fit for you. Apply directly through us to streamline your application process!
We think you need these skills to ace Accounts and Tax Senior (Personal Tax) in Dunblane
Some tips for your application 🫡
Show Your Personal Tax Expertise: Make sure to highlight your strong experience in personal tax compliance right from the get-go. We want to see how you’ve managed personal tax returns and built client relationships, so don’t hold back on those details!
Demonstrate Autonomy: Since this role is all about owning your work, let us know how you've successfully managed your own workload with minimal supervision in the past. Share examples that showcase your ability to hit deadlines without needing a nudge.
Client Relationship Skills Matter: We’re looking for someone who’s comfortable dealing directly with clients. In your application, mention any experiences where you’ve built strong client relationships and how you’ve handled their needs effectively.
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 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 with 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.
✨Be Open About Learning
If you have any interest in corporation tax compliance, don’t hesitate to mention it! Even if it's not essential, showing a willingness to learn and expand your skills can set you apart from other candidates. It shows you're proactive and eager to grow within the role.