Personal Tax Senior

Salary: Dependent on experience Location: Edgbaston Birmingham / Flexible working

We are seeking an experienced and motivated Tax Senior to take responsibility for managing a varied portfolio of personal tax clients, delivering high-quality compliance services and contributing to advisory work.

You will support clients in navigating complex tax matters, ensuring technical excellence and outstanding client service.

This is an excellent opportunity for a tax professional looking to broaden their personal tax experience within a supportive and collaborative team.

The role requires strong technical knowledge, confident client handling skills, and the ability to review and support the work of junior team members while contributing to the wider success of the tax team.

Responsibilities

• Managing a portfolio of individuals, sole traders and partnerships, trusts and estates, overseeing compliance work.
• Preparing and reviewing self-assessment tax returns.
• Providing advisory support across a range of personal tax matters, including capital gains tax, residence and domicile, property income, and business tax planning.
• Identifying tax planning opportunities and delivering practical, commercial advice to clients.
• Acting as a key point of contact for clients, building trusted relationships and providing ongoing tax support.
• Liaising with HMRC to resolve client queries and handle communications.
• Reviewing the work of junior team members and supporting their development.
• Assisting with planning workloads to ensure deadlines and service standards are met.
• Keeping up to date with legislation and sharing knowledge within the team.

Qualifications

• Solid knowledge of UK personal tax.
• Experience preparing and reviewing self-assessment tax returns independently.
• A proactive and professional approach, with strong attention to detail.
• Ability to manage deadlines, prioritise tasks, and maintain a high standard of client service.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively within a team.
• Proficient in various accounting software’s and MS Office, with advanced Excel skills.
• Exceptional analytical skills and attention to detail.

Benefits

• Supportive team environment that values professional growth.
• A dedicated wellbeing team, providing support, initiatives, and resources to promote a healthy work-life balance.
• Competitive salary and comprehensive benefits package.
• Company pension scheme.
• Company health cash plan.
• Free on-site parking.
• Fully funded professional qualifications and CPD courses.
• Access to a staff benefits platform, offering health and wellbeing support plus exclusive retail discounts.

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