Personal Tax Senior
- Managing a portfolio of individuals, sole traders and partnerships, trusts and estates, overseeing both compliance and advisory 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.
- Preparing and reviewing trust and estate tax returns.
- Liaising with HMRC to resolve client queries and handle communications.
- Reviewing the work of junior team members and supporting their development.
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