Tax Senior - Insite Public Practice Recruitment Limited : Job Details

?? 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:

• Prepare and review Self-Assessment tax returns for a portfolio of personal tax clients

• Liaise directly with clients, HMRC, and internal teams to ensure smooth compliance cycles

• Assist with Capital Gains Tax, rental income, pension planning, and residency-related queries

• Provide mentoring and support to junior staff or trainees

• Stay current with UK tax legislation and advise clients on relevant developments

• Opportunity to assist partners with ad hoc advisory projects (e.g., IHT planning, trust structures)

Ideal Candidate:

• ATT qualified (or near-qualified); CTA part-qualified or qualified desirable but not essential

• Minimum 3-4 years' experience in a UK practice environment focusing on personal tax

• Excellent technical knowledge and attention to detail

• Confident communicator with a client-centric approach

• Experience with tax software such as CCH, Digita, or IRIS preferred

What's on Offer:

• Competitive salary depending on experience

• Flexible hybrid working with strong in-office support

• Supportive team culture with close partner access

• Clear path for progression or specialisation

• Study support available for CTA if required