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Personal Tax Senior
Birmingham
Salary £30,000 - £38,000

Butler Rose Public Practice is delighted to be supporting a well-established medium-sized accountancy firm in Birmingham who are looking for an experienced Personal Tax Senior to join their growing team. This role offers an excellent opportunity for a tax professional to manage a varied portfolio of personal tax clients, deliver high-quality compliance services, support advisory work, and contribute to the development of junior team members.

The ideal candidate will have strong personal tax experience within practice, excellent client communication skills, and a desire to progress within a supportive and collaborative environment.

Role Responsibilities:

Managing a portfolio of individuals, sole traders and partnerships, trusts and estates, overseeing compliance work.Preparing and reviewing self-assessment tax returns.Providing advisory support across a range of personal tax matters, including capital gains tax, residence and domicile, property income, and business tax planning.Identifying tax planning opportunities and delivering practical, commercial advice to clients.Acting as a key point of contact for clients, building trusted relationships and providing ongoing tax support.Liaising with HMRC to resolve client queries and handle communications.Reviewing the work of junior team members and supporting their development.Assisting with planning workloads to ensure deadlines and service standards are met.Keeping up to date with legislation and sharing knowledge within the team.

Personal Requirements -

Solid knowledge of UK personal tax.Experience preparing and reviewing self-assessment tax returns independently.A proactive and professional approach, with strong attention to detail.Ability to manage deadlines, prioritise tasks, and maintain a high standard of client service.Excellent communication and interpersonal skills.Ability to work independently and collaboratively within a team.Proficient in various accounting software's and MS Office, with advanced Excel skills.Exceptional analytical skills and attention to detail.

Employee Benefits:

Supportive team environment that values professional growth.A dedicated well-being team, providing support, initiatives, and resources to promote a healthy work-life balance.Competitive salary and comprehensive benefits package, including: Company pension scheme, Company health cash plan, Free on-site parking, fully funded professional qualifications and CPD Courses.Access to a staff benefits platform, offering health and well-being support plus exclusive retail discounts.

This is an outstanding opportunity for the right individual to join this firm of choice.

Please apply now if you have the relevant skills and experience to meet the requirements as set out above and we will be in contact to discuss further.

This role is advertised by Liezl Botha, Butler Rose (AGY) [email protected]

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.

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Personal Tax Senior
Birmingham
Salary £30,000 - £38,000

Butler Rose Public Practice is delighted to be supporting a well-established medium-sized accountancy firm in Birmingham who are looking for an experienced Personal Tax Senior to join their growing team. This role offers an excellent opportunity for a tax professional to manage a varied portfolio of personal tax clients, deliver high-quality compliance services, support advisory work, and contribute to the development of junior team members.

The ideal candidate will have strong personal tax experience within practice, excellent client communication skills, and a desire to progress within a supportive and collaborative environment.

Role Responsibilities:

Managing a portfolio of individuals, sole traders and partnerships, trusts and estates, overseeing compliance work.Preparing and reviewing self-assessment tax returns.Providing advisory support across a range of personal tax matters, including capital gains tax, residence and domicile, property income, and business tax planning.Identifying tax planning opportunities and delivering practical, commercial advice to clients.Acting as a key point of contact for clients, building trusted relationships and providing ongoing tax support.Liaising with HMRC to resolve client queries and handle communications.Reviewing the work of junior team members and supporting their development.Assisting with planning workloads to ensure deadlines and service standards are met.Keeping up to date with legislation and sharing knowledge within the team.

Personal Requirements -

Solid knowledge of UK personal tax.Experience preparing and reviewing self-assessment tax returns independently.A proactive and professional approach, with strong attention to detail.Ability to manage deadlines, prioritise tasks, and maintain a high standard of client service.Excellent communication and interpersonal skills.Ability to work independently and collaboratively within a team.Proficient in various accounting software's and MS Office, with advanced Excel skills.Exceptional analytical skills and attention to detail.

Employee Benefits:

Supportive team environment that values professional growth.A dedicated well-being team, providing support, initiatives, and resources to promote a healthy work-life balance.Competitive salary and comprehensive benefits package, including: Company pension scheme, Company health cash plan, Free on-site parking, fully funded professional qualifications and CPD Courses.Access to a staff benefits platform, offering health and well-being support plus exclusive retail discounts.

This is an outstanding opportunity for the right individual to join this firm of choice.

Please apply now if you have the relevant skills and experience to meet the requirements as set out above and we will be in contact to discuss further.

This role is advertised by Liezl Botha, Butler Rose (AGY) [email protected]

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.

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Probate and Estate Tax Senior
Ely
£34,000 - £36,000

A well-established accountancy practice is seeking a Probate, Estates and Trusts Tax Senior to join its growing Private Client team. This is a varied and hands-on role supporting a range of probate, estate administration and trust taxation work, offering the opportunity to develop deep technical expertise while working closely with clients and senior colleagues in a supportive and collaborative environment.

Role Responsibilities

Prepare draft IHT400 forms to support probate applications.Manage probate and estate administration caseloads from instruction through to completion.Identify and value estate assets and liabilities as at date of death.Prepare probate papers for grant applications.Draft estate accounts accurately and clearly.Capture estate data using specialist software to produce forms and computations.Support non-probate staff where required.Liaise with executors, trustees, clients and external professionals, including attending meetings.Identify cross-selling and tax planning opportunities (e.g. deeds of variation).Prepare self-assessment tax returns, including CGT computations and property income schedules.Prepare and submit 60-day CGT returns.Complete trust and estate tax reporting, including HMRC correspondence.Register trusts and estates on the HMRC Trust Registration Service (TRS).Prepare IHT100 forms.Monitor trust reporting deadlines, including ten-year anniversaries.Prepare estate tax returns or informal HMRC reports.Act as a point of contact for probate, estate and trust clients.Build and maintain strong client relationships via phone, email and meetings.Draft client bills for review and approval.Provide empathetic and professional client service.Support colleagues across the wider team and firm.Assist Partners, Managers and Associates with ad hoc tasks.Undertake CPD and ongoing professional training.Contribute to internal communications and team development.Carry out general administrative duties as required.

Personal Requirements

Experience in probate, estate administration or trust taxation.Strong communication and client relationship skills.Excellent organisational skills and attention to detail.Proficient in Microsoft Office Suite.Proactive, reliable and committed to professional development.Genuine interest in developing a career in private client tax and estate work.

Benefits

Study support.Flexible and hybrid working arrangements.25 days annual leave plus Bank Holidays (20 days if studying, with incremental increases linked to service).Enhanced maternity and paternity pay.Income protection for long-term sickness or incapacity.Life assurance.Paid study leave.Paid professional subscriptions.Health Shield cash back plan (e.g. dental, optical, physiotherapy).Flu vaccinations.Enhanced sick pay.Tax-efficient pension (salary sacrifice).Wellbeing programme including counselling and mental health support.CPD, training and development opportunities.Team social events and activities across offices.

If you are interested in developing your career within probate, estates and trusts tax and would like to explore this opportunity further, apply now.

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.

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Are you working in Personal Tax within an accountancy practice and looking for the next step in your career?

An exciting opportunity has arisen for a Personal Tax Semi Senior to join a well-established and growing accountancy practice in Stockport. This is a full-time, permanent role offering the opportunity to develop your technical knowledge, take on more responsibility and build strong client relationships within an experienced Tax team.

The role would suit someone with some practical Personal Tax experience who is keen to progress and develop towards a Senior position.

KEY RESPONSIBILITIES

Assist with a portfolio of Personal Tax clients, including company directors, partners, owner-managed business owners and high-net-worth individualsPrepare and submit Self Assessment tax returnsDeal with personal tax compliance matters accurately and within relevant deadlinesAssist with Capital Gains Tax calculations where requiredDeal with client queries and HMRC correspondenceBuild and maintain strong client relationshipsAssist with personal tax planning and advisory workSupport with HMRC enquiries where requiredWork closely with the wider Tax team and colleagues across the practiceTake on increasing responsibility as your knowledge and experience develops

ABOUT YOU

You'll ideally have some previous Personal Tax experience within an accountancy practice and be looking for an opportunity where you can continue to learn and progress.

YOU MAY BE....

An experienced Tax Assistant ready to take the next stepA Personal Tax Semi Senior looking for a new challengeATT qualified or currently studying towards ATTQualified by experienceSomeone who is keen to broaden their Personal Tax knowledge and develop their advisory skills

You don't need to have experience across every area of Personal Tax. The firm has an experienced team and is happy to provide training and support in areas where you have less exposure.

Whats particularly important is that you're client-focused, organised, keen to learn and want to build a long-term career in Personal Tax.

WHATS ON OFFER

£28,000-£35,000 depending on experienceStudy support towards professional qualificationsHybrid working following successful completion of probationFlexible working arrangementsEarly finish on Fridays at 4:30pmClear progression towards Personal Tax SeniorFull training and ongoing professional developmentVaried Personal Tax portfolioSupportive and experienced Tax teamModern Stockport offices with on-site parking

WORKING HOURS

Monday to Thursday: 8:30am - 5:15pmFriday: 8:30am - 4:30pm38 hours per week, including a one-hour lunch

The role is based in Stockport, with the office easily accessible from Manchester, Altrincham, Cheadle, Wilmslow and surrounding areas.

If you're already working in Personal Tax and are looking for a role where you can develop your technical skills, gain greater client exposure and progress towards a Senior position, click APPLY NOW to find out more.

#IND-HL-25

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.

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Are you an experienced Personal Tax professional looking to progress your career within a reputable and growing accountancy practice?

An exciting opportunity has arisen for a Personal Tax Senior to join a well-established accountancy firm in Stockport.

This is a full-time, permanent position offering a varied portfolio of personal tax work, strong client contact and the opportunity to develop your advisory experience further.

The role would suit an experienced Personal Tax Senior, or a strong Personal Tax Semi Senior who is ready to take the next step.

KEY RESPONSIBILITIES

Manage a portfolio of Personal Tax clients, including owner-managed business owners, company directors, partners and high-net-worth individualsPrepare and submit Self Assessment tax returnsDeal with personal tax compliance matters accurately and within relevant deadlinesPrepare Capital Gains Tax calculations where requiredMaintain strong, long-term client relationships and provide day-to-day personal tax supportDeal with HMRC correspondence and assist with personal tax enquiriesIdentify opportunities for tax planning and advisory workWork alongside the Tax Director on more complex tax planning and advisory mattersCollaborate with colleagues across the wider practice to provide a consistent service to clientsSupport and share knowledge with more junior members of the team where appropriate

ABOUT YOU

The ideal candidate will have solid Personal Tax experience gained within an accountancy practice and be comfortable managing their own portfolio of clients.

YOU WILL IDEALLY BE....

ATT qualified, studying towards ATT, or qualified by experienceExperienced in Personal Tax complianceConfident dealing directly with clients and HMRCOrganised and able to manage your own workload and deadlinesInterested in developing your technical knowledge and gaining further exposure to tax planning and advisory work

You don't need to have experience across every area of Personal Tax. The firm has an experienced Tax team and is happy to provide training and support to help you develop in areas where you have less exposure.

WHATS ON OFFER?

£38,000-£45,000 depending on experienceStudy support towards further professional qualifications, including CTA where appropriateHybrid working following successful completion of probationFlexible working arrangementsEarly finish on Fridays at 4:30pmClear progression opportunities within a growing Tax teamFull training and ongoing professional developmentVaried Personal Tax portfolio with excellent client exposureSupportive and experienced team environmentModern Stockport offices with on-site parking

WORKING HOURS

Monday to Thursday: 8:30am - 5:15pmFriday: 8:30am - 4:30pm38 hours per week, including a one-hour lunch

The role is based in Stockport, with the office easily accessible from Manchester, Altrincham, Cheadle, Wilmslow and surrounding areas.

If you're an experienced Personal Tax Senior, or a Personal Tax professional ready to step up, wed love to hear from you.

Click APPLY NOW to find out more about the opportunity.

#IND-HL-25

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.

Read less