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- Tasks: Manage personal tax returns and build client relationships in a dynamic environment.
- 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 and growth.
- Why this job: Enjoy trust and independence while working on interesting 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.
Personal Tax Senior, Private Client 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, Private Client Senior in Dunblane
✨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 the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for 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, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got loads of great roles, and applying directly can sometimes give you an edge. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Personal Tax Senior, Private Client Senior 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!
Tailor Your Application: Take a moment to customise your application for this role. Mention specific experiences that align with managing a diverse portfolio and working with clients like sole traders and partnerships. We love seeing how you fit into our world!
Keep It Professional Yet Personal: While we appreciate professionalism, don’t be afraid to let your personality shine through. We’re looking for someone who can build relationships with clients, so a friendly tone can go a long way in your written application.
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. 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 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 how you ensured deadlines were met without being chased.
✨Build Rapport
This position involves direct client interaction, so practice how you'll build relationships. Think of ways to convey your communication style and how you handle client queries, especially regarding income tax and CGT matters.
✨Familiarise Yourself with CCH Software
If you have experience with CCH software, be prepared to discuss it. If not, show your willingness to learn. Mention any similar software you've used and how quickly you adapt to new tools, as this will highlight your tech-savviness.