
Personal Tax Senior
Role description
From the employerTPF Recruitment is proud to be supporting a highly reputable
and growing firm of Chartered Accountants in Swindon in their search for a
Personal Tax Senior to join their expanding tax team.
This is an excellent opportunity for an experienced tax
professional looking to join a supportive and progressive practice. The role is
predominantly focused on personal tax compliance, whilst also offering exposure
to a range of advisory projects, providing excellent scope for continued
professional development and career progression.
Despite being a leading firm, my client are a genuinely flexible
firm with a modern approach to work, including hybrid working and flexible
start and finishing times.
**The Role**
As a Personal Tax Senior, you will manage a varied portfolio
of personal tax clients, ensuring compliance obligations are met efficiently
and accurately whilst developing strong client relationships. You will work
closely with senior members of the tax team and support on a range of advisory
assignments as opportunities arise.
**Key Responsibilities**
- Managing
a portfolio of personal tax clients, including HNWI, company directors,
sole traders, partnerships, and trusts.
- Preparing
and reviewing self-assessment tax returns.
- Assisting
clients with tax planning opportunities and advisory matters.
- Supporting
on inheritance tax, residency, domicile, and other personal tax projects.
- Liaising
directly with clients, HMRC, and third parties.
- Managing
tax deadlines and ensuring compliance obligations are met.
- Keeping
up to date with changes in tax legislation and compliance requirements.
Requirements
- Current
or recent experience working in personal tax within a UK firm of Chartered
Accountants
- Strong
knowledge of self-assessment and personal tax compliance.
- ATT
qualified, CTA part-qualified/qualified, or qualified by experience.
- Experience
managing a portfolio of clients.
- Excellent
communication and relationship building skills.
- Organised,
proactive, and able to manage multiple deadlines.
Benefits
- Salary
circa £40,000 - £52,000 depending on experience and qualification status.
- Genuine
flexibility and hybrid working arrangements.
- Comprehensive
benefits package.
- Exposure
to a broad range of clients and industries.
- Ongoing
professional development and training.
- Clear
opportunities for career progression within a growing and successful firm.
- Friendly
and collaborative working environment.
Please contact Joe Potter on 01882206677 (tel), 07386668225 (mob), joe@tpfrecruitment.com, or via [LinkedIn](https://www.linkedin.com/in/joseph-potter-accounting-finance-practice-recruitment-aca-acca-cta-att-fca-fcca-surrey-sussex/) for a confidential conversation.
**Refer a friend...**
We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family, or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.
For every candidate you refer and we subsequently place into a permanent position, we will give you up to £500 of Love2Shop vouchers. (Terms & Conditions apply).