Personal Tax Specialist (UK)

About the role

We are seeking a Personal Tax Specialist to manage a diverse portfolio of UK clients. You will be responsible for preparing partnership and self‑assessment tax returns, handling loss relief, pension charges and capital gains tax matters, while providing day‑to‑day support to the wider tax team.

Key responsibilities

• Manage a portfolio of individual and partnership clients.
• Prepare Partnership Tax Returns and Self‑Assessment Tax Returns, including trusts.
• Handle loss relief claims, pension charge calculations and capital gains tax reliefs.
• Complete 60‑day CGT returns for residential property disposals.
• Liaise with clients and HM Revenue & Customs on tax and NI queries.
• Check statements of account, repayments and payments, and resolve client queries.
• Support tax team with administration tasks and delegate to assistants.
• Review simple tax returns prepared by junior staff and provide feedback.
• Plan, schedule and delegate work to Tax Assistants, contributing to their development.

Required profile

• ACCA/CA qualification or near completion, or equivalent experience.
• Minimum 2 years of experience providing accounting services to UK clients.
• Strong communication skills and a proactive, ‘can‑do’ attitude.
• Willingness to expand tax knowledge and support team development.
• Good numerical ability and written English proficiency.

Required skills

What we offer

• Full‑time, on‑site position within a collaborative tax team.
• Opportunities for professional growth and tax specialization.