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Personal Tax Senior

Bromsgrove Permanent £32,000 - £40,000 per year View Job Description
A Personal Tax Senior will manage a portfolio of clients, ensuring the timely preparation and review of personal tax returns while providing high-quality advice on matters such as income tax, CGT, and IHT. The role also involves building strong client relationships, supporting advisory work, and mentoring junior team members.
  • Personal Tax Senior to join a growing personal tax team.
  • Join a friendly, forward-thinking team with a flexible work culture.

About Our Client

You'll be joining a well-established and growing independent accountancy firm with a strong presence across the Midlands. The firm has built an excellent reputation for delivering high-quality client service and works with a diverse portfolio, including owner-managed businesses, growing SMEs, and more established corporates.

The team itself is collaborative and supportive, offering a good balance of technical development and client interaction. There is a clear focus on progression, with opportunities to take on increasing responsibility, develop client relationships, and gain exposure to a wide range of work across accounts, tax, and advisory services.

Job Description

  • Main point of contact for clients to obtain relevant facts to process the client file.
  • Preparation of and reviewing personal self-assessment tax returns and claims for HNW individuals, trusts and estates. (Preparation will be mainly for more complex returns and reviewing will be mainly for more basic returns).
  • Preparation and submission of Capital Gains Tax / Income / Inheritance tax reporting forms.
  • Dealing with HMRC enquiries, penalty notices etc.
  • Liaising with clients and building and maintaining relationships.
  • Advising on day to day tax queries from clients.
  • Supporting more senior staff in the Private Client Tax department with tax planning, including preparing IHT/CGT computations, wealth schedules and packs for advisory meetings.

The Successful Applicant

  • Experience of working with client compliance work
  • Preparing tax within accountancy practice
  • Excellent verbal and written communication skills with internal and external people
  • Interpersonal relationship building
  • Excellent attention to detail
  • Analytical outlook, questioning where needed
  • Able to prioritise own workload
  • Can work to deadlines

What's on Offer

  • A competitive salary ranging from £32,000 to £40,000 per annum. (Negotiable DOE)
  • Permanent position offering job security and career progression.
  • Opportunities to work within a professional services environment in Birmingham.
  • Exposure to a diverse client portfolio and varied tax challenges.
  • Support for professional development and further qualifications.
  • Car Parking onsite
Contact
Jamal Ganiyu
Quote job ref
JN-032026-6962573
Phone number
+441212309387

Job summary

Job function
Tax
Subsector
Tax Practice
Sector
Business Services
Location
Bromsgrove
Contract type
Permanent
Consultant name
Jamal Ganiyu
Consultant phone
+441212309387
Job reference
JN-032026-6962573