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- Tasks: Manage your own portfolio of self-assessment clients and prepare annual tax returns.
- Company: Established independent firm in the heart of Reading with a supportive culture.
- Benefits: Salary up to £52,000, flexible working patterns, and career progression based on performance.
- Other info: Historic office with modern features, just a short walk from the train station.
- Why this job: Join a friendly team and take ownership of your work while making a real impact.
- Qualifications: Prior experience in accountancy and strong knowledge of personal tax required.
The predicted salary is between 52000 - 52000 £ per year.
Are you a Personal Tax Senior looking for a new opportunity in a supportive, well-established practice in the heart of Reading? This independent firm has a long-standing presence in the Thames Valley and is home to a 28-strong team across audit, accounts, tax and general practice. You'll be joining a friendly and collaborative personal tax team of six, based in their central Reading office - just a short walk from the train station.
The role includes:
- Managing your own portfolio of self‑assessment clients, including individuals, partnerships, and trusts.
- Preparing annual personal tax returns.
- Managing budgets and billing.
- Advising on Capital Gains Tax, Inheritance Tax, and estate planning.
- Preparing P11Ds, PSAs, ATEDs, and other tax forms as required.
- Supervising and mentoring junior tax staff.
- Supporting client onboarding and assisting in meetings with prospective clients.
- Assisting with workflow planning and departmental scheduling.
What they're looking for:
- Prior experience in an accountancy practice is essential.
- Strong knowledge of personal tax and experience using tax software (they use Digita).
- Able to work independently and manage a portfolio with minimal supervision.
- Excellent attention to detail and time management.
- Good interpersonal and communication skills.
Why apply for this Personal Tax Senior role?
- Salary up to £52,000.
- Central Reading location (RG1), walking distance from the station.
- Varied client portfolio across personal tax, trusts, and partnerships.
- Supportive and approachable team of professionals.
- Career progression based on your performance - not just your time served.
- Flexibility around working patterns.
- Historic‑meets‑modern office with unique features dating back to the 1800s.
If you're a Personal Tax Senior looking to step into a role with more ownership, great colleagues, and room to grow - this could be just the thing. Get in touch to find out more and apply!
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Personal Tax Senior - Reading in Suffolk employer: Pro-Finance
Contact Detail:
Pro-Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior - Reading in Suffolk
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and practising common questions. Make sure you can talk confidently about your experience with personal tax and how it relates to the role. We want you to shine!
✨Tip Number 3
Showcase your skills! Bring along examples of your work or case studies that highlight your expertise in personal tax. This will help you stand out and demonstrate your value to potential employers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and eager to join our team.
We think you need these skills to ace Personal Tax Senior - Reading in Suffolk
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your personal tax expertise and any relevant software experience, like Digita, to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Personal Tax Senior role. Share specific examples of your past work that align with what we’re looking for.
Show Off Your Soft Skills: We value good interpersonal and communication skills just as much as technical know-how. Don’t forget to mention how you’ve successfully worked in teams or mentored others in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our friendly team!
How to prepare for a job interview at Pro-Finance
✨Know Your Tax Stuff
Brush up on your personal tax knowledge, especially around Capital Gains Tax and Inheritance Tax. Be ready to discuss how you've managed similar portfolios in the past, as this will show your expertise and confidence in handling client needs.
✨Showcase Your Software Skills
Since the firm uses Digita for tax software, it’s a good idea to familiarise yourself with it if you haven't already. Mention any relevant experience with tax software during the interview to demonstrate your ability to hit the ground running.
✨Demonstrate Team Spirit
This role involves mentoring junior staff and collaborating with a friendly team. Share examples of how you've worked well in teams before, and how you’ve supported others in their development. This will highlight your interpersonal skills and fit within their culture.
✨Prepare Questions
Have a few thoughtful questions ready about the firm's approach to client onboarding or how they support career progression. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you.