Tax Senior

• Lead on advisory work and manage a diverse private client portfolio
• Advance your career in a senior role with strong progression and client exposure

About Our Client

The firm is recognised for its collaborative, client facing approach and, as a smaller organisation, offers a personalised working environment with a strong commitment to developing employee's professional skills and long-term careers.

Job Description

Principal Duties:

• Take ownership of a varied personal tax compliance portfolio, including individuals, trusts, and estates, ensuring accuracy and full regulatory compliance
• Prepare and review complex tax returns, including CGT 60-day reporting, maintaining high-quality documentation and audit-ready records
• Provide tailored tax advice and planning solutions to individuals, owner-managed businesses, and specialist sectors such as farming clients
• Act as a key point of contact for clients and HMRC, resolving queries efficiently and professionally
• Review complex tax work prepared by accounts staff, providing technical oversight and ensuring accuracy
• Support advisory and research projects across capital taxes, including IHT, trusts, estates, and succession planning
• Contribute to the tax aspects of financial reporting and statutory accounts preparation
• Monitor legislative changes and proactively communicate relevant updates to clients and colleagues
• Collaborate with wider service lines to deliver integrated, high-quality client solutions
• Mentor and support junior team members, contributing to overall team development
• Support the growth of emerging service areas, including Making Tax Digital for Income Tax (MTD IT)

The Successful Applicant

Tax Senior Credentials:

• ATT qualified, or qualified by experience, with a strong grounding in personal tax compliance
• Demonstrable post-qualification experience managing a portfolio of personal tax clients with minimal supervision
• Proven ability to deliver accurate, timely compliance work while maintaining high professional standards
• Strong organisational skills, with the capability to manage multiple client deadlines effectively
• A reliable and consistent approach, with a reputation for delivering work to a high standard
• Confident communicator, able to build and maintain trusted client relationships
• Experience in Trusts and Estates is advantageous, though not essential
• Commercial awareness and a proactive mindset, identifying opportunities to add value to clients

What's on Offer

Benefits:

• Competitive salary ranging from £28,000 to £52,000 depending on experience.
• Access to ATT or CTA training to support professional development.
• Permanent position offering stability and career growth opportunities.
• Supportive and collaborative work environment in Swindon.
• Opportunity to work in the professional services sector and contribute to client success.

Your application is welcomed by a small, specialist team of experienced and professional recruitment consultants, providing the best services to our clients and candidates in the sector.

Contact

Sally Mason

Quote job ref

JN-052026-7028819

Phone number

+441179065158

Job summary

• Job function
• Tax

• Subsector
• Tax Practice

• Sector
• Financial Services

• Location
• Swindon

• Contract type
• Permanent

• Consultant name
• Sally Mason

• Consultant phone
• +441179065158

• Job reference
• JN-052026-7028819