Personal Tax Advisor

Personal Tax Advisor (ATT Qualified)

Nottingham

A forward-thinking firm of Accountants in Derby is looking to hire a Personal Tax Advisor to take ownership of a portfolio of personal tax clients—predominantly owner-managed businesses (OMBs) and SME directors. This isn’t a role where you simply “crunch the return”. You’ll work closely with clients to provide practical, commercial advice—including how to extract money from their businesses efficiently to fund personal tax liabilities, while staying compliant and planning ahead.

The role

You’ll manage a varied portfolio and support clients through the full personal tax cycle, with real emphasis on advisory conversations.

Typical responsibilities include:

• Managing a portfolio of personal tax clients (largely SME/OMB directors)
• Reviewing and preparing Self-Assessment tax returns
• Advising clients on tax-efficient remuneration/extraction strategies (e.g., salary/dividend mix and wider planning)
• Supporting with capital gains tax planning, property income, and broader personal tax queries
• Liaising directly with clients to gather information, explain outcomes, and provide clear next steps
• Working with colleagues across accounts/business services to ensure joined-up advice
• Handling HMRC correspondence and queries as needed

What we’re looking for

• ATT qualified (minimum requirement)
• Strong experience in personal tax compliance with a client portfolio
• Confident advising SME directors/OMBs and explaining options in plain English
• A proactive, commercial mindset—someone who enjoys client interaction, not just technical work
• Strong organisation skills and the ability to manage deadlines across the tax calendar

What’s on offer

• A client-facing role with genuine advisory scope, not just compliance
• A friendly, professional Derby-based practice with a collaborative culture
• Progression available for someone who wants to deepen their advisory capability (and potentially develop into a senior/manager route)
• Competitive salary (dependent on experience) plus benefits

Interested?

If you’re ATT qualified and want a personal tax role where you’ll build relationships and make a real impact for SME directors

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