Personal Tax Supervisor - Insite Public Practice Recruitment Limited : Job Details

Personal Tax Senior (CTA Qualified) - £55,000 to £60,000 - LondonEstablished firm | Strategic role | Client-focused

Are you a seasoned tax professional ready to step beyond compliance? Join an established advisory firm where Personal Tax Senior professionals drive client relationships and business growth, not just form-filling.

Why this Personal Tax Senior role?

• £55,000-£60,000 salary + benefits
• Manage diverse client portfolios including HNWIs and entrepreneurs
• Collaborative, supportive environment with strong career development
• Established firm with excellent market reputation

What you'll be doing

• Preparing and reviewing complex tax returns using CCH for allocated client portfolios
• Leading HMRC enquiries and correspondence on behalf of clients
• Managing WIP and billing processes while identifying business development opportunities
• Attending client meetings and assisting on consultancy projects with letter and report writing
• Conducting technical research in remittance basis, capital gains tax, inheritance tax and trusts

What we're looking for

• CTA qualification essential
• Demonstrable tax cycle season experience in personal tax environment
• Proficient in tax return preparation software and research platforms (Croner-i/LexisNexis)
• Excellent verbal and written communication skills with strong time management
• Experience meeting deadlines in a client-facing environment

Desirable:

• CCH Personal Tax knowledge
• Strong stakeholder management and problem-solving approach
• Evidence of continuous CPD

What's on offer

• £55-60k + benefits
• Flexible working arrangements
• Comprehensive training and progression opportunities
• Growth-focused culture where expertise is valued

If you want your next Personal Tax Senior role to be more strategic and impactful, this is your move.