Personal Tax Senior

An established and growing independent firm of Chartered Accountants with offices across South Yorkshire has an opportunity for a compliance-focused personal tax professional to join the firm. The practice has a strong reputation in the private client market and continues to invest in its tax offering as part of its wider growth plans.Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below.This appointment sits within a dedicated tax team, reporting to the Head of Tax. The role is focused purely on personal tax compliance and advisory support. The successful candidate will take ownership of the personal tax compliance function and play a key role in managing workflow, deadlines and client relationships.Key responsibilities will include:Managing a portfolio of personal tax clients including HNWIs, directors and owner-managed business clientsOverseeing the preparation and review of self-assessment tax returnsHandling income from property, capital gains and other personal tax mattersActing as the main point of contact for clients on compliance and routine advisory queriesManaging HMRC correspondence and enquiriesSupervising and reviewing the work of junior team membersMonitoring workflow to ensure deadlines are met and compliance standards maintainedSupporting the implementation and ongoing management of Making Tax Digital for Income Tax within the teamIdentifying opportunities to provide additional tax planning support where appropriateThe successful candidate will:Be ATT and/or CTA Studier (or qualified by experience at a senior level)Have strong personal tax compliance experience gained within accountancy practiceBe comfortable managing their own portfolio with minimal supervisionHave experience reviewing work and supporting junior staffIdeally have exposure to MTD for Income Tax or an interest in developing expertise in this areaDemonstrate strong organisational skills and attention to detailBe confident in dealing directly with clients and HMRCPackage and working patternSalary: 40,000 - 45,000IPS Finance has 45 years experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. xjdpvnf Please visit our website to view the latest accountancy / finance and practice opportunities.

Created: 2026-03-18