Personal Tax Senior / Semi Senior | 5 Partner Firm | Malvern
Are you an experienced personal tax professional looking for a compliance-focused role that offers true portfolio ownership, a relaxed open-door culture, and clear scope to develop your advisory experience?
About the Firm
This independent 5 Partner Firm is a leading chartered accountancy practice in the West Midlands region. Operating with a close-knit, family-run environment, the firm champions autonomy and provides an exceptionally supportive atmosphere where professionals are trusted from day one. Their diverse and loyal client base spans high-net-worth individuals, professional services firms, and agricultural businesses.
As a Personal Tax Senior / Semi Senior you will:
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Manage the day-to-day compliance of a dedicated portfolio comprising 300 to 330 personal tax clients.
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Prepare and submit complex personal tax returns, P11Ds, and Capital Gains Tax returns.
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Register trusts efficiently through the formal Trust Registration Service.
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Identify and flag potential tax planning and advisory opportunities across your assigned portfolio.
As the successful candidate you will:
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Possess a strong track record of personal tax compliance experience gained within an accountancy practice environment.
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Be ATT qualified or qualified through extensive practical experience.
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Have direct experience handling or supporting a substantial portfolio of personal tax clients.
What You’ll Receive
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Full study support towards ATT and/or CTA qualifications if desired
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Hybrid & flexible working
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Cycle to work scheme
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Regular social events
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Workplace pension
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Death in service benefit
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Relaxed and supportive culture
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Genuine open-door access to Partners
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Scope to develop advisory experience
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Autonomy to manage your own portfolio
At Austin Rose, we specialise in Public Practice recruitment and use our market insight to support professionals in securing roles aligned with their long-term ambitions.
#tax #publicpractice #personaltax #accountancyfirms
Reference
19776
Sector
Accounts & Outsourcing, Personal Ta...
Salary
£32,000 to £42,000 Per Annum
Town/City
Malvern
Contract
Permanent
Closing Date
23/07/2026
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