Personal Tax Semi-Senior

Personal Tax Senior

Location: Harrogate

Job Type: Full-time / Permanent

About the Role:

Our client is looking for an experienced Personal Tax Senior to join their growing team in Harrogate. You'll manage your own portfolio of clients, prepare complex tax returns, and provide technical tax advice while supporting the development of junior team members.

Key Responsibilities:

Manage a diverse client portfolio of approximately 150-200 clients including high-net-worth individuals, landlords, partnerships, and trusts
Prepare and file personal tax returns, partnership returns, and trust returns with minimal supervision
Handle tax planning and advisory work including inheritance tax planning, profit extraction strategies, and residency matters
Deal with HMRC enquiries and correspondence on behalf of clients
Review work prepared by junior team members and provide coaching and feedback
Prepare tax computations and advise clients on their tax liabilities and payment obligations
Handle CGT calculations for property and share disposals
Manage client relationships and respond to queries in a timely and professional manner
Identify opportunities for additional services and support business development
Ensure compliance with regulatory requirements and internal quality standards

Requirements:

ATT or CTA qualified (or qualified by experience with a commitment to study)
Minimum 3-5 years' experience in personal tax within an accountancy practice
Strong technical knowledge of UK personal tax legislation
Experience with tax software (ideally CCH or similar)
Excellent client communication and relationship management skills
Ability to work independently and manage multiple deadlines
Strong attention to detail and commitment to accuracy
Team player with a willingness to mentor junior staff

What We Offer:

Competitive salary dependent on experience
Study support for those pursuing CTA qualification
Flexible/hybrid working options
Professional development opportunities
Supportive team environment