Personal Tax Senior/Semi Senior

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:

Manage the day-to-day compliance of a dedicated portfolio comprising 300 to 330 personal tax clients.
Prepare and submit complex personal tax returns, P11Ds, and Capital Gains Tax returns.
Register trusts efficiently through the formal Trust Registration Service.
Identify and flag potential tax planning and advisory opportunities across your assigned portfolio.

As the successful candidate you will:

Possess a strong track record of personal tax compliance experience gained within an accountancy practice environment.
Be ATT qualified or qualified through extensive practical experience.
Have direct experience handling or supporting a substantial portfolio of personal tax clients.

What You’ll Receive

Full study support towards ATT and/or CTA qualifications if desired
Hybrid & flexible working
Cycle to work scheme
Regular social events
Workplace pension
Death in service benefit
Relaxed and supportive culture
Genuine open-door access to Partners
Scope to develop advisory experience
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.

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