Personal Tax Senior

Are you an ATT-qualified professional with a passion for personal tax and a knack for building client relationships?

THE ORGANISATION

This opportunity is with an established and well-respected accountancy practice providing a comprehensive range of tax and advisory services to individuals, including high-net-worth clients. The team prides itself on its collaborative, supportive, and professional approach to delivering value to its diverse client base.

• Specialises in personal tax compliance and advisory services.
• Focuses on individual and HNWI client portfolios.
• Encourages ongoing professional development and training.
• Operates within a dynamic and client-focused environment.

THE ROLE

As a Personal Tax Compliance Associate, you will play a vital role in managing personal tax compliance for a varied client portfolio. You will also collaborate on tax planning and advisory tasks, helping clients achieve their financial goals. This is a fantastic role for someone looking to deepen their expertise in personal tax and build their professional career.

• Prepare and submit personal tax returns for individual and HNWI clients.
• Liaise with clients to gather and clarify required information.
• Ensure accurate and compliant tax schedules, payments, and deadlines.
• Support the advisory team by identifying tax-saving opportunities.
• Communicate effectively with clients and HMRC, managing correspondence.
• Stay updated on UK tax legislation and compliance changes.

THE IDEAL CANDIDATE

You will already have strong experience in personal tax compliance and be comfortable managing client relationships. This is an excellent chance to contribute to a collaborative team while continuing your personal and professional growth.

Mandatory

• ATT qualification or advanced stage of training.
• Experience in personal tax compliance and preparing tax returns.
• Previous exposure to HNWI client portfolios.
• Familiarity with UK personal tax regulations, deadlines, and practices.
• A proven ability to liaise confidently with clients and stakeholders.
• Excellent communication skills, both written and verbal.

Preferred

• Experience with a client mix that includes both individuals and corporate tax cases.
• Knowledge of advanced tax-saving strategies for HNWIs.
• Familiarity with HMRC systems and correspondence processes.
• Exposure to tax advisory services beyond compliance.

ON OFFER

This role offers a supportive and professional environment where ambition and expertise are rewarded. The practice values both career progression and work-life balance.

• Opportunities for further professional training and development.
• Exposure to an established portfolio of individual and HNWI clients.
• Strong team culture with a collaborative work approach.
• A chance to expand your expertise into advisory and planning services.

iMultiply is committed to diversity and will promote diversity for all employees, workers and applicants.

iMultiply will treat everyone equally and will not discriminate on the grounds of an individual's 'protected characteristic’. If you like the look of this vacancy and think you could perform the role, but, you don't think you meet all the requirements, please DO APPLY for this opportunity. Data shows that certain groups, mainly women and people from Black and Minority communities, are less likely to apply for jobs where they don't meet 100% of role requirements. iMultiply would encourage you to apply for roles where there is room for development and growth.