Personal Tax Senior

Personal Tax Senior / Supervisor

The client base is diverse (including high-net-worth individuals, entrepreneurs, and internationally mobile individuals). The role involves managing and overseeing a portfolio of personal tax clients, combining hands-on compliance work with ad hoc advisory responsibilities.

Key Responsibilities

• Request tax return information from clients or internal teams
• Prepare and review complex tax returns using tax software
• Liaise with relevant tax authorities on behalf of clients
• Handle tax authority enquiries relating to client portfolios
• Monitor work in progress and raise invoices in a timely manner
• Identify opportunities to support business development within the client portfolio
• Attend client meetings as required
• Assist with consultancy projects, including drafting letters and reports for a range of audiences, and discussing these with clients
• Undertake technical research in areas including (but not limited to) remittance basis, capital gains tax, inheritance tax, and trusts

Skills, Knowledge and Expertise

• Professionally qualified (e.g. ATT or CTA or equivalent)
• Experience with international personal tax matters (e.g. expatriate or cross-border issues)
• Interest in developing expertise in international personal tax alongside domestic compliance and advisory work
• Demonstrable experience across a full tax cycle
• Broad practical and technical knowledge of personal taxation
• IT literate, including experience with tax preparation software and research tools
• Strong verbal and written communication skills
• Good time management skills with the ability to meet deadlines

Desirable

• Experience with personal tax software
• Previous experience in a client-facing role
• Strong report and letter writing skills
• Confidence working with stakeholders at different levels
• Proactive approach to work and problem solving
• Evidence of ongoing professional development