Full job descriptionA Personal Tax Senior will manage a portfolio of clients, ensuring the timely preparation and review of personal tax returns while providing high-quality advice on matters such as income tax, CGT, and IHT. The role also involves building strong client relationships, supporting advisory work, and mentoring junior team members.


Client Details
You’ll be joining a well-established and growing independent accountancy firm with a strong presence across the Midlands. The firm has built an excellent reputation for delivering high-quality client service and works with a diverse portfolio, including owner-managed businesses, growing SMEs, and more established corporates.
The team itself is collaborative and supportive, offering a good balance of technical development and client interaction. There is a clear focus on progression, with opportunities to take on increasing responsibility, develop client relationships, and gain exposure to a wide range of work across accounts, tax, and advisory services.


Description
*Main point of contact for clients to obtain relevant facts to process the client file.
*Preparation of and reviewing personal self-assessment tax returns and claims for HNW individuals, trusts and estates. (Preparation will be mainly for more complex returns and reviewing will be mainly for more basic returns).
*Preparation and submission of Capital Gains Tax / Income / Inheritance tax reporting forms.
*Dealing with HMRC enquiries, penalty notices etc.
*Liaising with clients and building and maintaining relationships.
*Advising on day to day tax queries from clients.
*Supporting more senior staff in the Private Client Tax department with tax planning, including preparing IHT/CGT computations, wealth schedules and packs for advisory meetings.
Profile
*Experience of working with client compliance work
*Preparing tax within accountancy practice
*Excellent verbal and written communication skills with internal and external people
*Interpersonal relationship building
*Excellent attention to detail
*Analytical outlook, questioning where needed
*Able to prioritise own workload
*Can work to deadlines
Job Offer
*A competitive salary ranging from £32,000 to £40,000 per annum. (Negotiable DOE)
*Permanent position offering job security and career progression.
*Opportunities to work within a professional services environment in Birmingham.
*Exposure to a diverse client portfolio and varied tax challenges.
*Support for professional development and further qualifications.
*Car Parking onsite