At a Glance
- Tasks: Manage personal tax clients and provide top-notch service while building lasting relationships.
- Company: A respected independent accountancy practice with a supportive culture.
- Benefits: Hybrid working, flexible hours, career progression, and a friendly environment.
- Other info: Exceptional staff retention and exposure to diverse, high-quality clients.
- Why this job: Join a stable firm where your contributions are valued and recognised.
- Qualifications: Experience in personal tax, strong communication skills, and attention to detail.
The predicted salary is between 40000 - 50000 £ per year.
Location
Hybrid | Flexible Working Available
Trevor James Recruitment is delighted to be working in partnership with a long-established and highly respected independent accountancy practice to recruit a
Personal Tax Senior .
Our client is a successful five-partner firm employing around 50 people , offering the perfect balance of career opportunity and personal recognition.
Large enough to provide exposure to high-quality clients and interesting tax work, yet small enough that every member of the team is genuinely valued and known by name.
Having been established for over 40 years , the firm has built an outstanding reputation for providing trusted advice to individuals and businesses across a wide range of sectors.
Their collaborative approach means they work as genuine partners to their clients, helping them achieve their long-term goals.
This is an excellent opportunity for an experienced tax professional looking to join a stable, supportive firm where staff retention is exceptionally high and opportunities to join the team rarely become available.
The Role
As a Personal Tax Senior, you'll manage a varied portfolio of personal tax clients, providing an excellent level of service while building long-lasting client relationships.
Your responsibilities will include
- Managing a portfolio of personal tax clients from a range of industries.
- Preparing and reviewing Self-Assessment Tax Returns.
- Advising clients on personal tax planning opportunities.
- Managing HMRC correspondence and resolving client queries.
- Supporting Partners with more complex tax matters.
- Building strong relationships with clients and acting as a trusted adviser.
- Assisting with the development and mentoring of junior team members where appropriate.
About You
We're keen to speak with candidates who have
- Previous experience working within personal tax in an accountancy practice.
- Strong knowledge of Self-Assessment and UK personal tax compliance.
- ATT qualified, CTA studying/qualified, or qualified by experience.
- Excellent communication and client relationship skills.
- A proactive and organised approach with strong attention to detail.
- What's on Offer
- Hybrid working following an initial settling-in period.
- Flexible working hours to support a healthy work-life balance.
- Genuine career progression within a well-established firm.
- A supportive, friendly culture where your contribution is recognised.
- Exposure to a diverse and high-quality client portfolio.
- Exceptional staff retention and long-term career stability.
If you're looking to join a firm where you'll be more than just another employee, we'd love to hear from you.
For a confidential discussion about this opportunity, please apply today or contact
Dave at Trevor James Recruitment .
Know someone who could be a great fit?
Trevor James Recruitment offers a
£500 referral bonus for every successful introduction. Get in touch to find out more.
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Personal Tax Senior employer: Trevor James Recruitment
Join a long-established and highly respected independent accountancy practice that values each team member by name, offering a perfect blend of career opportunity and personal recognition. With a supportive culture, flexible working arrangements, and genuine career progression, this firm provides an exceptional environment for Personal Tax Seniors to thrive while managing a diverse portfolio of high-quality clients. Experience stability and a collaborative approach that fosters long-lasting client relationships in a firm where your contributions are truly valued.
