Personal Tax Compliance Senior:
London
Salary – DOE
About the Role:
We are a well-established, medium-sized Top 50 accountancy practice with over 80 years of experience in providing high-quality tax and accounting services. Due to exceptional growth and internal promotions, we are seeking to expand our Tax Department with the addition of a Personal Tax Compliance Senior.
The Opportunity:
As a Personal Tax Compliance Senior, you will be managing your own portfolio of approximately 200 clients, including high-net-worth individuals (HNWIs), entrepreneurs, sole traders, directors, non-residents, non-doms, landlords, trusts, partnerships, and more. This is an office-based position. This is a fantastic opportunity for a tax professional with strong technical knowledge to further develop their career in a supportive, technology-driven, and family-oriented environment.
What We Offer:
- Dress for your diary (flexible dress code)
- Flexible working hours
- Minimum of 21 days annual leave
- Technology-enabled firm
- Family-oriented culture with strong retention rates
- Fixed profit-sharing bonus scheme available to all staff
- Modern office environment
- Regular social events
- Cycle and Electric Vehicle work scheme
- Free breakfast and fresh fruit provided daily
Key Responsibilities:
- Prepare personal tax returns for a diverse client base
- Manage and maintain strong client relationships
- Identify tax planning opportunities and provide tailored solutions
- Assist with wider compliance obligations, including CGT returns and calculations, IHT returns, trust regulations, SEIS/EIS, and handling HMRC enquiries
- Maintain accurate records and ensure timely submission of client tax filings
Ideal Candidate:
- Proven experience in personal tax compliance, ideally across a broad client base including HNWIs, entrepreneurs, and trusts
- Strong technical knowledge in personal tax, including complex tax returns
- Excellent communication skills and ability to manage client relationships effectively
- Ability to work both independently and as part of a team
- Proactive mindset with the ability to identify tax planning opportunities
…