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- Tasks: Manage personal tax returns and build strong client relationships in a dynamic environment.
- Company: Well-established accountancy practice in West Lothian with a supportive team.
- Benefits: Part-time flexibility, autonomy, and a varied client base.
- Other info: No corporate politics, just a close-knit team focused on long-term 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 required.
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.
Personal Tax Senior in Dunblane employer: Lusona Consultancy
Contact Detail:
Lusona Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior in Dunblane
✨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 in personal tax compliance. Share specific examples of how you've managed your workload and built client relationships.
✨Tip Number 3
Be proactive! If you see a job that fits your skills, don’t wait for the perfect moment—apply through our website right away. The sooner you throw your hat in the ring, the better your chances of landing that dream role.
✨Tip Number 4
Prepare for those interviews! Research the company and think about how your skills align with their needs. Be ready to discuss how you can take ownership of their personal tax portfolio and deliver top-notch service to their clients.
We think you need these skills to ace Personal Tax Senior in Dunblane
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 your own workload and delivered high-quality service in previous roles. Don’t hold back on showcasing your skills!
Tailor Your Application: Take a moment to customise your application for this role. Mention specific experiences that relate to managing personal tax returns and client relationships. We love seeing how you connect your background to what we’re looking for!
Be Yourself: We’re all about authenticity, so let your personality shine through in your application. Share why you’re passionate about personal tax and how you enjoy working independently. We want to know the real you!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
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—this will demonstrate that you're the right fit for their culture.
✨Build Client Relationships
The job involves liaising directly with clients, so highlight your experience in building and maintaining client relationships. Share specific examples of how you've effectively communicated with clients and resolved any issues, as this will show you can handle their diverse portfolio.
✨Be Organised and Reliable
This role demands someone who can hit deadlines without being chased. Prepare to discuss your organisational skills and how you prioritise tasks. You might even want to mention any tools or methods you use to stay on top of your workload, as this will reassure them of your reliability.