Personal Tax Specialist – UK

About the role

We are looking for 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 complex tax reliefs, and liaising with HM Revenue & Customs.

Key responsibilities

• Prepare Partnership Tax Returns for a varied portfolio of businesses.
• Process Self‑Assessment Tax Returns, including trusts and individual clients.
• Handle loss relief claims, pension charges, and Capital Gains Tax reliefs.
• Complete 60‑day CGT returns for residential property disposals.
• Liaise with clients and HMRC on tax and national insurance queries.
• Review simple tax returns prepared by tax assistants and provide feedback.
• Plan, schedule, and delegate work to Tax Assistants, supporting their development.
• Assist the wider tax team with advisory assignments such as CGT planning, Inheritance Tax, and succession planning.

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 develop tax knowledge and support team growth.

Required skills

• UK tax compliance and tax return preparation.
• Capital Gains Tax planning.
• Inheritance Tax and succession planning.
• Loss relief and pension charge calculations.
• Effective liaison with HMRC.