Personal Tax Senior - Hinckley

Personal Tax Senior
Hinckley
£DOE

Accountancy Practice recruitment specialists Clark Wood are working with a highly regarded independent firm of chartered accountants and tax advisers in Hinckley who are looking to add a Tax Senior Associate to their growing team.

This is an excellent opportunity for an experienced Personal Tax professional to join a well-established practice, taking ownership of a varied portfolio of clients whilst working closely with senior tax specialists on a range of compliance and advisory matters.

The successful candidate will manage a portfolio of personal tax clients, overseeing the self-assessment process from information gathering through to submission and client payment notifications. You will also gain exposure to a range of specialist work, including Capital Gains Tax, Trust Registration Service submissions, inheritance tax compliance, HMRC enquiries, and advisory-related compliance projects.

This respected independent firm has built an excellent reputation for delivering high-quality, personal service to individuals, SMEs, and family-owned businesses. They offer a supportive and collaborative working environment with structured processes, genuine flexibility, and opportunities to further develop your technical knowledge.

This is a fantastic opportunity for an ambitious tax professional looking to join a forward-thinking Hinckley-based practice offering a competitive salary, excellent benefits package, and long-term career development.

Duties & Responsibilities:

- Managing a portfolio of personal tax clients
- Preparing and submitting Self-Assessment tax returns
- Managing the self-assessment process from information requests through to submission
- Preparing partnership, trust and estate tax returns
- Preparing 60-day Capital Gains Tax returns
- Managing the P11D process and HMRC submissions
- Assisting with Trust Registration Service submissions, inheritance tax returns, and other advisory-related compliance work
- Liaising directly with clients and HMRC on day-to-day tax matters
- Supporting Tax Directors on ad hoc tax planning and advisory projects
- Assisting with the development and review of junior team members where appropriate

Skills:

- ATT Qualified or Qualified by Experience
- A minimum of five years' personal tax experience within an accountancy practice
- Strong knowledge of UK personal tax compliance, including Self-Assessment
- Experience managing a portfolio of clients independently
- Experience with partnership, trust, estate and Capital Gains Tax compliance
- Excellent communication and client relationship management skills
- Organised with the ability to manage multiple deadlines effectively

Benefits Include:

- Hybrid working available following probation (up to two days from home)
- Flexible working around core hours
- Matched pension contributions of up to 5%
- Company-funded health cash plan
- Group life assurance
- Discretionary bonus scheme
- Modern offices with parking
- Excellent long-term career development within a supportive independent practice

For more information, please contact Eleanor Snow at Clark Wood on 07375 801311 or email eleanor@clark-wood.co.uk

We also offer a £500 referral bonus for any successful introductions.

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