Personal Tax Senior

Full Time, Accounting/Financial/Insurance Vacancy In Berkshire

Personal Tax Senior
Location: Reading(Office-based)
Type: Permanent, Full-Time

A well-established firm of Chartered Accountants is seeking an experienced Private Client Tax Senior to join their team.

The successful candidate will report directly to the Senior Tax Manager and will be responsible for managing a diverse portfolio of clients.
Key Responsibilities:

Manage a portfolio of self-assessment tax clients, including individuals, partnerships, and trusts.
Prepare annual tax returns, manage budgets and billing, and provide tax advice as needed.
Deliver advisory services related to Capital Gains Tax (CGT), Inheritance Tax (IHT), and Estate Planning.
Prepare various tax forms such as P11Ds, PSA, ATEDs, and elections as required.
Communicate effectively with colleagues, clients, and HMRC via phone, email, and written correspondence.
Supervise and mentor junior tax staff.
Participate in client onboarding and meetings with prospective clients.
Support the departmental manager with scheduling and workflow management.

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2025-09-29 11:47:02

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Updated 22-10-2025 10:37

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