Personal Tax Semi-Senior
£32,000 - £37,000 | Solihull
Looking to build a proper career in personal tax rather than simply process returns? A growing accountancy firm near Solihull is looking for a Personal Tax Semi-Senior to join its tax team. This is a development-focused position for someone who already has experience within personal tax but wants greater exposure, more client responsibility and a clear route towards Senior level. You don't need to arrive with extensive advisory experience. The priority is finding someone with a good grounding in UK personal tax compliance who is keen to keep learning.
What You'll Be Doing
You'll work with a varied portfolio of personal tax clients, gradually taking greater ownership as your experience develops. Your work will include:
- Personal Tax Returns
- Trust Returns and R185s
- Residential Property Returns
- P11ds
- Tax Queries
- Personal Tax
- P11ds
- IHT Trusts – experience desirable but not essential
- Tax Planning
- Tax Advisory and Calculations including PAYE/NIC etc and comparison calculations for Limited/Personal Tax
- Residency Work
- Advice based on Statutory Residence Tests
- Certificates of Residence
- Liaising with all types of clients (Individuals, Trustees, Companies etc.)
- Liaising with HMRC
- Managing Own Client Portfolio
- Dealing with day-to-day personal tax queries
- Communicating directly with clients regarding their affairs
- Liaising with HMRC when required
- Keeping work progressing ahead of key tax deadlines
- Supporting senior members of the tax team on more complex matters
- Building exposure to advisory work over time
Who Would Suit This Role?
This could suit someone currently working as a Personal Tax Assistant, Tax Assistant or Personal Tax Semi-Senior who feels ready for more responsibility. You'll ideally have:
- Personal tax experience within a UK accountancy practice
- Hands‑on experience preparing Self Assessment returns
- A good understanding of personal tax compliance
- Confidence dealing with clients by phone and email
- Strong organisation and attention to detail
- An interest in developing your technical knowledge
- ATT study or qualification would be useful, but the firm is more interested in your practical experience and potential than simply ticking qualification boxes.
Your Next Step
This isn't a role where you're expected to already operate at Senior level. You'll be joining a growing practice where you can strengthen your technical knowledge, take on increasing responsibility and develop towards the next stage of your career.
Salary
£32,000 - £37,000 depending on experience
Location
Solihull
Level
Personal Tax Semi-Senior
TPBN1_UKTJ
Tax Semi Senior employer: Rekroot
Rekroot is an exceptional employer that values innovation and professional growth, offering a supportive work culture where employees can thrive. With the flexibility of a hybrid/remote role in Cannock, UK, our Property Tax Director will enjoy a balanced work-life environment while contributing to impactful tax advisory services. We are committed to providing ongoing development opportunities and fostering a collaborative atmosphere that empowers our team to excel in their careers.
