Personal Tax Senior

TPF 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 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).