An exciting opportunity has arisen for a Personal Tax Senior to join a well-established independent accountancy practice. This role offers responsibility for managing a varied personal tax portfolio while working closely with senior tax professionals on compliance matters linked to wider planning and advisory projects.
Client Details
Our client is a respected independent firm of Chartered Accountants and Tax Advisers with an established reputation for advising private individuals, family-owned businesses, entrepreneurs and SME clients. The firm has built a strong reputation for delivering a high-quality and personalised service, developing long-standing client relationships and providing trusted advice across both personal and business tax matters. With a growing client base and a supportive leadership team, this is an excellent opportunity to join a practice where your contribution will have a visible impact.
Description
- Manage a portfolio of personal tax clients across the full self-assessment cycle.
- Prepare and review personal tax returns covering individuals, partnerships, trusts and estates.
- Manage information gathering, client communications and HMRC submissions.
- Prepare 60-day Capital Gains Tax returns and associated client correspondence.
- Oversee the P11D compliance process, including benefit and expense reporting.
- Support senior tax professionals with compliance aspects of advisory and planning projects.
- Assist with Trust Registration Service submissions and inheritance tax compliance matters.
- Act as a key point of contact for clients, providing day-to-day tax support.
- Liaise directly with HMRC and resolve compliance-related queries.
- Work closely with payroll and wider practice teams to ensure a joined-up client service.
- Identify opportunities to improve internal processes and enhance client delivery.
- Support and guide junior team members where appropriate.
Profile
- ATT qualified or qualified by experience.
- Strong personal tax compliance experience gained within an accountancy practice.
- Experience managing a portfolio of private clients.
- Good knowledge of self-assessment, capital gains tax and personal tax compliance.
- Exposure to trusts, estates and inheritance tax matters would be advantageous.
- Strong understanding of HMRC processes and filing obligations.
- Excellent organisational skills with the ability to manage multiple deadlines.
- Strong communication skills and ability to build client relationships.
- Proactive approach with strong attention to detail.
- Comfortable working independently while collaborating with wider teams.
Job Offer
- Salary: £32,000 - £40,000
- Flexible and supportive working environment.
- Independent accountancy practice.
- Varied personal tax portfolio.
- Exposure to individuals, partnerships, trusts and estates.
- Opportunity to work closely with experienced tax leaders.
- Strong client-facing responsibility.
- Broad compliance exposure across multiple personal tax areas.
- Involvement in tax planning and advisory-related projects.
- Ongoing professional development and technical training.
- Long-term progression opportunities within a growing practice.
Personal Tax Senior in Leicester employer: Michael Page Finance Careers
As a Financial Accountant with a local authority in London, you will be part of a dynamic team dedicated to maintaining financial integrity and transparency within the public sector. The organisation fosters a supportive work culture that values professional development, offering opportunities for growth and advancement while contributing to meaningful community impact. Enjoy the unique advantage of working in a vibrant city, where your expertise will play a crucial role in shaping effective financial operations.
Contact Details:
Michael Page Finance Careers Recruitment Team
