ACCA Careers
Personal Tax Senior
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Personal Tax Senior
An exciting opportunity has arisen for a Personal Tax Senior to join a well-established independent accountancy practice. This role offers responsibility for managing a varied personal tax portfolio while working closely with senior tax professionals on compliance matters linked to wider planning and advisory projects.
Client Details
Our client is a respected independent firm of Chartered Accountants and Tax Advisers with an established reputation for advising private individuals, family-owned businesses, entrepreneurs, and SME clients. The firm has built a strong reputation for delivering a high-quality and personalised service, developing long-standing client relationships, and providing trusted advice across both personal and business tax matters. With a growing client base and a supportive leadership team, this is an excellent opportunity to join a practice where your contribution will have a visible impact.
Description
- Manage a portfolio of personal tax clients across the full self-assessment cycle.
- Prepare and review personal tax returns covering individuals, partnerships, trusts, and estates.
- Manage information gathering, client communications, and HMRC submissions.
- Prepare 60-day Capital Gains Tax returns and associated client correspondence.
- Oversee the P11D compliance process, including benefit and expense reporting.
- Support senior tax professionals with compliance aspects of advisory and planning projects.
- Assist with Trust Registration Service submissions and inheritance tax compliance matters.
- Act as a key point of contact for clients, providing day-to-day tax support.
- Liaise directly with HMRC and resolve compliance-related queries.
- Work closely with payroll and wider practice teams to ensure a joined-up client service.
- Identify opportunities to improve internal processes and enhance client delivery.
- Support and guide junior team members where appropriate.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Profile
- ATT qualified or qualified by experience.
- Strong personal tax compliance experience gained within an accountancy practice.
- Experience managing a portfolio of private clients.
- Good knowledge of self-assessment, capital gains tax, and personal tax compliance.
- Exposure to trusts, estates, and inheritance tax matters would be advantageous.
- Strong understanding of HMRC processes and filing obligations.
- Excellent organisational skills with the ability to manage multiple deadlines.
- Strong communication skills and ability to build client relationships.
- Proactive approach with strong attention to detail.
- Comfortable working independently while collaborating with wider teams.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Job Offer
- Salary: £32,000 - £40,000
- Flexible and supportive working environment.
- Independent accountancy practice.
- Varied personal tax portfolio.
- Exposure to individuals, partnerships, trusts, and estates.
- Opportunity to work closely with experienced tax leaders.
- Strong client-facing responsibility.
- Broad compliance exposure across multiple personal tax areas.
- Involvement in tax planning and advisory-related projects.
- Ongoing professional development and technical training.
- Long-term progression opportunities within a growing practice.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London