Job Description
Personal Tax Senior (ATT Qualified)
Location: Woolwich, South East London
Salary: £35,000 to £40,000 per annum
Working Pattern: Hybrid working available following successful completion of probation
Start Times: Flexible between 8:00am and 10:00am
TPF Recruitment is supporting a highly reputable and growing accountancy practice in Woolwich with the recruitment of an ATT Qualified Personal Tax Senior.
This is an excellent opportunity for an experienced tax professional looking to join a friendly and supportive team with a varied client portfolio, genuine flexibility, and strong long term career prospects.
The Role
As a Personal Tax Senior, you will manage a portfolio of approximately 250 to 300 personal tax clients, with around 276 tax returns currently assigned to the role. You'll work with a diverse range of clients and enjoy plenty of variety in your day to day responsibilities.
The client base includes:
- High Net Worth Individuals (HNWIs)
- Company Directors and Business Owners
- CIS subcontractors and contractors
- Property investors
- Sole traders and partnerships
- Individuals with more complex tax affairs
The firm continues to attract new clients, providing ongoing opportunities to broaden your experience and develop your technical knowledge.
Key Responsibilities
- Managing a portfolio of personal tax clients from start to finish
- Preparing and reviewing self assessment tax returns
- Handling tax compliance matters and client queries
- Advising clients on personal tax issues and planning opportunities
- Liaising directly with clients and building long term relationships
- Working closely with partners and managers on complex cases
- Ensuring deadlines are met and compliance standards maintained
Requirements
To be successful in this role, you will have:
- ATT qualification or equivalent
- Previous experience in a Personal Tax Senior or similar role within accountancy practice
- Strong knowledge of UK personal tax compliance
- Experience managing your own client portfolio
- Excellent communication and relationship building skills
- A proactive and organised approach to work
Benefits
What's on Offer?
- Salary of £35,000 to £40,000
- Hybrid working following probation
- Flexible start times between 8am and 10am
- Free on site parking
- Easy access via public transport
- Varied and interesting client portfolio
- Growing and supportive practice environment
- Excellent work life balance and long term career development opportunities
Requirements
Private Client Tax Experience in personal tax advisory. Experience in a firm providing advisory services to complex clients including international clients, HNWIs and non-UK domiciled individuals. Expertise in Inheritance Tax (IHT), Capital Gains Tax (CGT), and cross-border tax matters, including domicile, remittance basis, and international tax considerations. Team player and able to support colleagues Strong knowledge of trust structures, lifetime gifts, and estate planning strategies. Proven ability to manage multiple client engagements efficiently, with precision and attention to detail. Excellent communication and interpersonal skills, with the ability to simplify complex tax concepts for non-specialist clients. Track record in client relationship management, business development, and team leadership. Proficiency in tax software and productivity tools, with a commitment to ongoing professional development.
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Personal Tax Senior - Hybrid, South East London in Woolwich employer: TPF Recruitment Ltd
TPF Recruitment offers an exceptional working environment for an Accounts Semi-Senior in Haywards Heath, where you can thrive in a supportive team dedicated to your professional growth. With competitive salaries, hybrid working options, and a commitment to ongoing development, employees enjoy a balanced work-life culture alongside generous benefits like enhanced family leave and corporate discounts. This role not only provides diverse client exposure but also fosters mentorship opportunities, making it an ideal place for those eager to advance their careers in accountancy.
