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?? Location: Surrey?? Role: Personal Tax Senior?? Type: Full-Time | Hybrid?? Salary: £40,000 - £50,000 (DOE) + Benefits + Study Support (if needed)
Our client, a well-established boutique accountancy firm based in Surrey, is looking for a dedicated Personal Tax Senior to join their close-knit, high-performing private client team. Known for their personable service and long-standing client relationships, this is an ideal opportunity for someone looking to make a real impact in a firm that values quality, autonomy, and work-life balance.
As a Personal Tax Senior, you'll take ownership of a diverse portfolio of personal tax clients including HNWIs, sole traders, landlords, directors, and non-domiciled individuals. The focus is primarily on compliance, with exposure to advisory work as you grow in the role.
Key Responsibilities:
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Prepare and review Self-Assessment tax returns for a portfolio of personal tax clients
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Liaise directly with clients, HMRC, and internal teams to ensure smooth compliance cycles
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Assist with Capital Gains Tax, rental income, pension planning, and residency-related queries
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Provide mentoring and support to junior staff or trainees
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Stay current with UK tax legislation and advise clients on relevant developments
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Opportunity to assist partners with ad hoc advisory projects (e.g., IHT planning, trust structures)
Ideal Candidate:
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ATT qualified (or near-qualified); CTA part-qualified or qualified desirable but not essential
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Minimum 3-4 years' experience in a UK practice environment focusing on personal tax
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Excellent technical knowledge and attention to detail
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Confident communicator with a client-centric approach
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Experience with tax software such as CCH, Digita, or IRIS preferred
What's on Offer:
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Competitive salary depending on experience
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Flexible hybrid working with strong in-office support
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Supportive team culture with close partner access
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Clear path for progression or specialisation
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Study support available for CTA if required
