Personal Tax Senior

Personal Tax Senior - Private Client Portfolio?? Location: East Hants | ?? Salary: Competitive | ?? Full-Time, Permanent (POTENTIAL FOR PART TIME)Recruiter: Robert Half - Practice Division

Are you an experienced tax professional looking to join a respected and growing private client team? I'm working with a well-regarded accountancy firm seeking a Personal Tax Senior to take ownership of a varied and flexible portfolio of private clients.

?? The Role

This is a fantastic opportunity for a tax specialist with proven experience in personal tax compliance. You will manage a portfolio of 150-200 clients, including high-net-worth individuals, directors, partnerships, and trusts, ensuring all compliance work is handled with the highest standard of accuracy and care.

?? Key Responsibilities

• Manage all personal tax compliance requirements across your portfolio.
• Prepare accurate and timely self-assessment tax returns, maintaining structured and compliant files.
• Keep clients informed of key deadlines, obligations, and legislative changes.
• Plan and manage your own workload, flagging issues to the Tax Manager/Partner when needed.
• Build strong client relationships through regular and proactive communication.
• Identify potential tax planning opportunities and support advisory projects.
• Collaborate with internal teams and participate in ad hoc assignments.

? What We're Looking For

• Strong experience in personal tax compliance, ideally gained within a practice environment.
• Comfortable handling a diverse and sometimes complex client base.
• Excellent time management and organisational skills with attention to detail.
• Strong interpersonal and communication skills - both written and verbal.
• Confidence working independently and as part of a collaborative team.
• A basic understanding of accounting principles is a plus.
• Formal tax qualifications are not essential - however, support towards ATT qualification is available.

�? Why Apply?

• Join a friendly, supportive and technically strong team.
• Flexible portfolio allocation tailored to your experience and areas of interest.
• Opportunity to grow your knowledge in areas like trusts, estates, and tax planning.
• Hybrid/flexible working options depending on the firm.
• Full training support if you wish to pursue further qualifications.

If you're looking to develop your career in personal tax with a firm that values your expertise and encourages progression, we want to hear from you.

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