Personal Tax Senior

SENIOR – PERSONAL TAX

WHO WE ARE

We are a well-established mid-tier firm of chartered accountants and business advisors based in Central London. We work with a diverse portfolio of UK and international clients, ranging from entrepreneurs and privately owned businesses to high-profile individuals and clients across a variety of sectors.

Our teams work collaboratively across the business, giving individuals the opportunity to develop broad technical and commercial experience while working closely with experienced colleagues and Partners. We place a strong emphasis on building long-term relationships with our clients and creating a supportive environment where people can develop their careers.

THE ROLE

The role will involve managing a portfolio of personal tax clients, with support from Managers and senior team members where required. This will include responsibility for tax compliance and client service matters, including the preparation of tax returns and computations, payment advice and responding to ad-hoc client queries.

This is a varied position, offering the opportunity to become involved in both compliance and advisory work across a broad range of personal tax matters.

Responsibilities will include:

• Assisting with the management of personal tax compliance processes.
• Providing proactive tax advice to a diverse portfolio of clients.
• Supporting senior team members and Partners with tax planning and technical projects.
• Assisting with one-off advisory and tax planning assignments.
• Working collaboratively with colleagues across different departments to ensure seamless client service.

KEY RESPONSIBILITIES

• Take responsibility for managing a portfolio of personal tax clients, providing proactive and commercially focused solutions with support from senior colleagues and Partners.
• Build strong relationships with clients and internal stakeholders.
• Ensure work and projects are completed accurately and within agreed deadlines.
• Liaise with other departments to ensure effective delivery of client work.
• Identify issues and assist with resolving client queries and problems.
• Work closely with Managers and Partners to meet client expectations and deadlines.
• Keep senior colleagues informed of client issues and concerns.
• Develop a strong understanding of clients' wider financial and personal affairs.
• Demonstrate initiative and develop practical solutions to client requirements.
• Assist with WIP, billing and recoverability across the portfolio.
• Maintain and develop technical knowledge through appropriate training, reading and professional development.

WHO YOU ARE

We are looking for someone who is technically capable, commercially minded and committed to delivering a high-quality client service.

The successful candidate will demonstrate:

• Excellent verbal and written communication skills.
• The ability to maintain confidentiality at all times.
• Strong IT skills and the ability to learn and utilise specialist software.
• Excellent attention to detail.
• A strong work ethic and commitment to client service.
• The ability to work effectively as part of a team.
• A proactive approach, taking ownership of responsibilities and supporting colleagues.
• Confidence, ambition and the ability to work effectively in a fast-paced environment.
• The ability to manage competing priorities and deliver work within agreed timescales.

YOUR EXPERIENCE

• Working towards ATT/CTA qualification, or possess substantial relevant personal tax experience.
• At least 3 years' experience working within Personal Tax / Private Client Tax.
• Experience managing a portfolio of personal tax clients.
• Strong technical knowledge across UK personal taxation.
• Previous experience within an accountancy practice or professional services environment.

BENEFITS

• Private medical insurance.
• 23 days annual leave plus bank holidays.
• Additional days of annual leave over the December holiday period.
• Pension contribution.
• Medical expense cashback scheme.
• Group Life Insurance.
• Mental and physical health support.
• Regular social events and team activities.
• Cycle to work scheme.
• Season ticket loans.
• Workplace nursery scheme.
• Modern Central London offices.

ADDITIONAL INFORMATION

Hours: 9.30am–5.30pm, Monday to Friday

Working Pattern: Hybrid working, with a minimum of 3 days in the office and 2 days working from home.

Location: Central London

Salary up to £58,000