Tax Senior

Primary Purpose of Role

The primary responsibility of this role will be to provide tax compliance services to a mix of clients and gain greater exposure to advisory and consultancy work deal with all matters relating to the management of a portfolio of clients. This role will also provide assistance to the managers and partners in both compliance and advisory client work.

Key Duties:

• Managing your own portfolio of clients, being the main point of contact for all queries.


• Preparation of and peer reviewing personal self-assessment tax returns and associated accounts and claims


• Dealing with HMRC enquiries, penalty notices etc.


• Advising on day-to-day tax queries such as PAYE codes, tax efficient company cars etc.


• Supporting the managers and partners with tax planning for individuals.


• Preparation of GP Type 1 and Type 2 superannuation certificates and assisting with queries from PCSE throughout the year.


• Coach and mentor junior members of the team to ensure compliance and service delivery, providing technical assistance to other team members where needed.


• Encourage equality and diversity amongst teams.

Skills and Experience 

• Excellent verbal and written communication skills with internal and external stakeholders


• Interpersonal relationship building


• Excellent attention to detail


• Analytical outlook, questioning where needed


• Able to prioritise own workload


• Can work to deadlines


• Effective time management


• Is comfortable working independently


• Can show accuracy in technical work delivered


• Can work and adapt work around technology


• Can demonstrate an ability to innovate and share ideas


• ATT or qualified by experience