Personal Tax Senior

Personal Tax Senior

England Full-Time 40000 - 50000 £ / year (est.) No home office possible
Go Premium
T

At a Glance

  • Tasks: Join a dynamic tax team, handling personal tax compliance and advisory services.
  • Company: Be part of a leading accountancy practice in Medway with a strong reputation.
  • Benefits: Enjoy a competitive salary, 25 days leave, hybrid work, and study support.
  • Why this job: Engage in diverse projects while advancing your career in a supportive environment.
  • Qualifications: 3+ years in accountancy, with relevant qualifications like AAT, ATT, or ACA.
  • Other info: Tailor the role to your aspirations and work with a variety of clients.

The predicted salary is between 40000 - 50000 £ per year.

Overview

TPF Recruitment are delighted to support a leading accountancy practice with the recruitment of a Personal Tax professional to join their growing team in Steyning. This opportunity is for a forward‑thinking and rapidly expanding firm that prides itself on providing tailored business advice and tax solutions across a wide range of clients. With over three decades of experience the firm combines traditional accountancy expertise with modern advisory services to help clients achieve their goals.

The Role

To match continued growth the firm is seeking a motivated and ambitious Personal Tax Semi‑Senior or Senior to strengthen their established team. The successful candidate will work with a variety of clients supporting them across both compliance and advisory areas and will have genuine scope for progression within a dynamic and supportive environment.

Your responsibilities will vary depending on experience but may include:

  • Preparing tax returns for individuals and partnerships
  • Preparing ERS and EMI returns
  • Completing P11D forms and PSA calculations
  • Handling client queries and HMRC correspondence
  • Assisting with capital gains tax and inheritance tax matters
  • Supporting partners with specialist tax consultancy projects
  • Identifying and implementing tax planning opportunities
  • Managing your own workflow and client portfolio

There is also the potential to gain exposure to trust estates and corporate tax consultancy if desired.

Requirements

About You

  • A minimum of 2 years experience in personal tax within an accountancy practice
  • ATT / CTA qualification (or part‑qualified/qualified by experience)
  • Excellent communication and client‑relationship skills
  • The ability to explain complex tax matters in clear, practical terms
  • Strong IT skills, particularly in Excel; experience with CCH software is beneficial
  • A full UK driving licence and access to your own transport

Salary: £40,000–£50,000, dependent on experience and background (negotiable).

Benefits

  • 22.5 days annual leave plus 8 days for bank holidays
  • Hybrid working pattern
  • 5 % matched pension
  • Health care cash plan
  • Income protection

Please apply for the vacancy or contact Mark Sitton for a confidential conversation. Refer a friend – we remain the leading provider of the best accountancy talent in the South East. For each candidate you refer that we subsequently place into a permanent position, we will give you 200 Love2Shop vouchers (Terms & Conditions apply).

#J-18808-Ljbffr

Personal Tax Senior employer: TPF Recruitment

Join a leading accountancy practice in Medway that prioritises employee growth and development, offering a supportive work culture where your aspirations can be tailored to your career path. With competitive salaries, a generous benefits package including 25 days of annual leave, and opportunities for hybrid working, this role as a Personal Tax Senior not only allows you to engage with a diverse client portfolio but also provides the chance to work on interesting advisory projects that enhance your professional journey.
T

Contact Detail:

TPF Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Personal Tax Senior

✨Tip Number 1

Network with professionals in the accountancy field, especially those who work in personal tax. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the latest trends in tax compliance and advisory services.

✨Tip Number 2

Familiarise yourself with the specific tax software and tools commonly used in the industry. Being proficient in these can set you apart from other candidates and demonstrate your readiness to hit the ground running in the role.

✨Tip Number 3

Stay updated on current tax legislation and changes that may affect personal tax clients. This knowledge will not only help you in interviews but also show your commitment to providing excellent service to clients.

✨Tip Number 4

Prepare to discuss your experience with a diverse range of clients, including Directors and HNWIs. Highlight any specific challenges you've faced and how you successfully managed them, as this will showcase your problem-solving skills and client management abilities.

We think you need these skills to ace Personal Tax Senior

Personal Tax Compliance
Advisory Services
Tax Return Preparation
Client Liaison
HMRC Enquiries Management
Tax Planning
Inheritance Tax (IHT) Knowledge
Partnership Tax Returns
Trust Tax Returns
ERS Returns
ATED Returns
P11D/PSA Returns
Portfolio Management
Communication Skills
Attention to Detail
Problem-Solving Skills
Experience with High Net Worth Individuals (HNWIs)
Qualified or Part-Qualified in AAT, ATT, CTA, ACA, or ACCA

Some tips for your application 🫡

Understand the Role: Before applying, make sure to thoroughly understand the responsibilities and requirements of the Personal Tax Senior position. Familiarise yourself with the types of clients you will be working with and the specific tax services mentioned in the job description.

Tailor Your CV: Customise your CV to highlight relevant experience in personal tax compliance and advisory services. Emphasise your qualifications, such as AAT, ATT, CTA, ACA, or ACCA, and any specific achievements that demonstrate your expertise in handling tax returns and client queries.

Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role and the company. Mention how your experience aligns with the responsibilities listed, and include examples of your work with similar clients or projects.

Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the accountancy field.

How to prepare for a job interview at TPF Recruitment

✨Know Your Tax Regulations

Brush up on the latest personal tax regulations and compliance requirements. Being well-versed in current laws will not only impress your interviewers but also demonstrate your commitment to the role.

✨Showcase Your Experience

Prepare to discuss your previous experience in preparing tax returns and handling client queries. Use specific examples to illustrate your skills and how they relate to the responsibilities of the Personal Tax Senior position.

✨Engage with Advisory Scenarios

Be ready to engage in discussions about tax planning and advisory work. Think of potential scenarios you might encounter and how you would approach them, showcasing your analytical and problem-solving skills.

✨Ask Insightful Questions

Prepare thoughtful questions about the firm’s approach to tax compliance and advisory services. This shows your genuine interest in the role and helps you assess if the company aligns with your career aspirations.

Personal Tax Senior
TPF Recruitment
Location: England
Go Premium

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

T
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>