Personal Tax Advisor - Advisory‑Led for SME Directors

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

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