Save Job Back to Search Job Description Summary Similar JobsLead on advisory work and manage a diverse private client portfolioAdvance your career in a senior role with strong progression and client exposureAbout Our ClientThe firm is recognised for its collaborative, client facing approach and, as a smaller organisation, offers a personalised working environment with a strong commitment to developing employee's professional skills and long-term careers.Job DescriptionPrincipal Duties:Take ownership of a varied personal tax compliance portfolio, including individuals, trusts, and estates, ensuring accuracy and full regulatory compliancePrepare and review complex tax returns, including CGT 60-day reporting, maintaining high-quality documentation and audit-ready recordsProvide tailored tax advice and planning solutions to individuals, owner-managed businesses, and specialist sectors such as farming clientsAct as a key point of contact for clients and HMRC, resolving queries efficiently and professionallyReview complex tax work prepared by accounts staff, providing technical oversight and ensuring accuracySupport advisory and research projects across capital taxes, including IHT, trusts, estates, and succession planningContribute to the tax aspects of financial reporting and statutory accounts preparationMonitor legislative changes and proactively communicate relevant updates to clients and colleaguesCollaborate with wider service lines to deliver integrated, high-quality client solutionsMentor and support junior team members, contributing to overall team developmentSupport the growth of emerging service areas, including Making Tax Digital for Income Tax (MTD IT)The Successful ApplicantTax Senior Credentials:ATT qualified, or qualified by experience, with a strong grounding in personal tax complianceDemonstrable post-qualification experience managing a portfolio of personal tax clients with minimal supervisionProven ability to deliver accurate, timely compliance work while maintaining high professional standardsStrong organisational skills, with the capability to manage multiple client deadlines effectivelyA reliable and consistent approach, with a reputation for delivering work to a high standardConfident communicator, able to build and maintain trusted client relationshipsExperience in Trusts and Estates is advantageous, though not essentialCommercial awareness and a proactive mindset, identifying opportunities to add value to clientsWhat's on OfferBenefits:Competitive salary ranging from £28,000 to £52,000 depending on experience.Access to ATT or CTA training to support professional development.Permanent position offering stability and career growth opportunities.Supportive and collaborative work environment in Swindon.Opportunity to work in the professional services sector and contribute to client success.Your application is welcomed by a small, specialist team of experienced and professional recruitment consultants, providing the best services to our clients and candidates in the sector.ContactSally MasonQuote job refJN-052026-7028819Phone number+441179065158Job summaryJob functionTaxSubsectorTax PracticeSectorFinancial ServicesLocationSwindonContract typePermanentConsultant nameSally MasonConsultant phone+441179065158Job referenceJN-052026-7028819
