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Insite Group
Personal Tax SeniorInsite Group • City Of London, England, GB
Personal Tax Senior

Personal Tax Senior

Insite Group • City Of London, England, GB
30+ days ago
Job type
  • Full-time
Job description

Overview

Personal Tax Senior - Central London. A growing mid-tier accountancy practice in Central London is looking for an experienced Personal Tax Senior to join their private client team. This is a hands-on role offering exposure to a diverse portfolio of clients, including high-net-worth individuals, entrepreneurs, and internationally mobile professionals. The position offers a competitive salary in the range of £53,000 to £63,000, depending on experience.

Responsibilities

  • Manage a portfolio of personal tax clients, ensuring timely and accurate compliance and advisory services.
  • Request and review tax return information from clients and internal teams.
  • Prepare and review complex tax returns using CCH or similar software.
  • Liaise directly with HMRC on client matters and handle related enquiries.
  • Monitor WIP and raise bills promptly in line with firm policies.
  • Identify opportunities to expand services and strengthen client relationships.
  • Assist with consultancy projects, including technical research and report preparation.
  • Attend client meetings and support partners with ad-hoc advisory work.

Skills, Knowledge & Experience

  • ATT qualified (CTA desirable).
  • Strong understanding of the full personal tax cycle and relevant UK legislation.
  • Practical experience in capital gains tax, inheritance tax, trusts, and residence/domicile issues.
  • Excellent written and verbal communication skills.
  • Highly organised, with proven time management and client-handling skills.
  • IT literate, ideally with experience using CCH Personal Tax.

Benefits

  • Salary: £53,000 to £63,000, dependent on qualifications and experience.
  • Flexible and hybrid working options.
  • Dress for your day policy.
  • Early finish Fridays during summer months.
  • 28 days holiday plus office closure at Christmas, with the option to purchase additional days.
  • Private medical insurance, season ticket loan, and employee assistance programme.
  • Regular social events and professional development support through continuous CPD.

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Personal Tax Senior • City Of London, England, GB

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