Client Details
The 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.
Description
Principal Duties:
- Take ownership of a varied personal tax compliance portfolio, including individuals, trusts, and estates, ensuring accuracy and full regulatory compliance
- Prepare and review complex tax returns, including CGT 60-day reporting, maintaining high-quality documentation and audit-ready records
- Provide tailored tax advice and planning solutions to individuals, owner-managed businesses, and specialist sectors such as farming clients
- Act as a key point of contact for clients and HMRC, resolving queries efficiently and professionally
- Review complex tax work prepared by accounts staff, providing technical oversight and ensuring accuracy
- Support advisory and research projects across capital taxes, including IHT, trusts, estates, and succession planning
- Contribute to the tax aspects of financial reporting and statutory accounts preparation
- Monitor legislative changes and proactively communicate relevant updates to clients and colleagues
- Collaborate with wider service lines to deliver integrated, high-quality client solutions
- Mentor and support junior team members, contributing to overall team development
- Support the growth of emerging service areas, including Making Tax Digital for Income Tax (MTD IT)
Profile
Tax Senior Credentials:
- ATT qualified, or qualified by experience, with a strong grounding in personal tax compliance
- Demonstrable post-qualification experience managing a portfolio of personal tax clients with minimal supervision
- Proven ability to deliver accurate, timely compliance work while maintaining high professional standards
- Strong organisational skills, with the capability to manage multiple client deadlines effectively
- A reliable and consistent approach, with a reputation for delivering work to a high standard
- Confident communicator, able to build and maintain trusted client relationships
- Experience in Trusts and Estates is advantageous, though not essential
- Commercial awareness and a proactive mindset, identifying opportunities to add value to clients
Job Offer
Benefits:
- 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.
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