Personal Tax Senior – Cardiff

Overview

Join an established accountancy practice to oversee a portfolio of personal tax clients, ensuring timely compliance and accurate self-assessments. You will deliver tailored tax planning advice and support HMRC correspondence, while mentoring junior team members. The role emphasizes client relationships, collaboration across departments, and keeping pace with tax legislation. You will contribute to professional service quality and profitability through diligent, proactive tax solutions.

Pay / Benefits

• salary commensurate with experience
• pension contributions
• professional membership subscriptions

Responsibilities

• Manage a portfolio of personal tax clients and meet all compliance deadlines
• Prepare and review self-assessment tax returns
• Provide tailored tax planning advice
• Assist with HMRC enquiries and correspondence
• Identify opportunities for tax savings and communicate to clients
• Support junior team members with technical queries and training
• Stay updated with changes in tax legislation and ensure client compliance
• Collaborate with other departments to deliver seamless service

Key requirements

• Strong technical knowledge of personal tax regulations and compliance
• Experience managing a portfolio of personal tax clients
• Excellent communication skills for client interaction and internal collaboration
• Professional qualification in accounting or tax (e.g., ATT, CTA, or equivalent)
• Organised and detail-oriented with strong deadline management

• communication
• organization
• client-focused
• personal tax regulations
• self-assessment
• HMRC liaison

…