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.

#tax #publicpractice #personaltax #accountancyfirms

Reference

19776

Sector

Personal Tax, Taxation

Salary

£32,000 to £42,000 Per Annum

Town/City

Malvern

Contract

Permanent

Closing Date

03/08/2026

Danni Daymond

Danni@austinrose.co.uk