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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.
Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: gb/en/privacy-notice.
