Location: Glasgow
Working Pattern: Office Based
Salary: Competitive, dependent on experience

About the Role

An excellent opportunity has arisen for an experienced Personal Tax Senior to join a growing tax team in Glasgow. This role offers the opportunity to move beyond routine personal tax compliance and gain hands-on exposure to complex tax matters, technical research and bespoke advisory work.

Working closely with the Tax Partner, you will manage your own portfolio of personal tax clients while supporting a range of technically challenging assignments and advisory projects.

This would suit a tax professional who enjoys problem-solving and technical tax work and is looking to develop their advisory experience alongside their existing compliance knowledge.

The Role

You will be responsible for managing a portfolio of personal tax clients while supporting the Tax Partner on a variety of complex and non-standard tax assignments.

The role will provide exposure to:

• Personal tax compliance
• Complex and technical tax matters
• Technical tax research
• Bespoke client advisory assignments
• Tax planning for individuals and owner-managed businesses
• Trust tax compliance and advisory work
• Non-standard and challenging tax cases
• Interpretation of tax legislation
• Preparation of technical reports and client advice

Unlike a traditional compliance-focused Personal Tax role, this position provides genuine exposure to complex tax issues and advisory projects, giving you the opportunity to develop your technical expertise and broaden your experience.

Key Responsibilities

• Manage a portfolio of personal tax clients.
• Prepare and review complex personal tax returns.
• Assist with trust tax compliance and advisory work.
• Research complex and technical tax matters.
• Interpret legislation and apply technical knowledge to individual client circumstances.
• Prepare reports and advice for clients.
• Support the Tax Partner with a range of advisory and project-based assignments.
• Identify tax planning opportunities.
• Provide technical guidance and support to colleagues across the tax and accounts teams.
• Develop and maintain strong client relationships.
• Deliver a high standard of client service.
• Keep up to date with changes in tax legislation and relevant technical developments.

Reporting Structure

• Report directly to the Tax Partner.
• No direct line-management responsibility.
• Opportunity to become a key technical member of the tax team.
• Opportunity to contribute to the continued development of the firm’s tax offering.

About You

The ideal candidate will have:

• Previous experience in Personal Tax within an accountancy practice.
• Strong technical knowledge of UK Personal Tax.
• Experience dealing with trusts would be advantageous.
• An interest in complex and technically challenging tax work.
• The ability to research technical tax matters and interpret legislation.
• Strong analytical and problem-solving skills.
• Excellent communication and client-facing abilities.
• A proactive and commercially minded approach.
• The ability to work independently while collaborating closely with senior colleagues.
• CTA qualified, part-qualified or qualified by experience candidates will be considered.

What’s on Offer

• Exposure to complex and technically challenging tax work.
• Direct access to and mentoring from the Tax Partner.
• Opportunity to develop your advisory and technical tax experience.
• Ongoing training and professional development.
• Exposure to both tax and accounts disciplines.
• Opportunity to work on bespoke client assignments rather than solely routine compliance.
• A genuine opportunity to become a key technical member of a growing tax team.

If you’re a Personal Tax professional looking to take your career beyond compliance and develop your expertise in complex tax and advisory work, this could be an excellent next step.