Personal Tax Senior – Hybrid, South East London

Overview

In this role you will manage a sizable personal tax portfolio and deliver self assessment services for a varied client base, including HNWIs, directors, CIS contractors, and property investors. You will work closely with partners and managers to provide compliant tax planning and timely returns, while developing your technical knowledge in a supportive, flexible firm. You’ll contribute to a growing practice with a strong focus on client relationships and work-life balance.

Pay / Benefits

• hybrid working after probation
• flexible start times 8am–10am
• free on site parking
• easy access via public transport
• varied client portfolio
• strong long-term career development

Responsibilities

• Managing a portfolio of personal tax clients from start to finish
• Preparing and reviewing self assessment tax returns
• Handling tax compliance matters and client queries
• Advising clients on personal tax issues and planning opportunities
• Liaising directly with clients and building long term relationships
• Working closely with partners and managers on complex cases
• Ensuring deadlines are met and compliance standards maintained

Key requirements

• ATT qualification or equivalent
• Previous experience in a Personal Tax Senior or similar role within accountancy practice
• Strong knowledge of UK personal tax compliance
• Experience managing your own client portfolio
• Excellent communication and relationship building skills
• A proactive and organised approach to work

• communication
• relationship building
• proactive attitude
• UK personal tax compliance
• self assessment tax returns
• portfolio management

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