Tax Senior

Thomas & Young Ltd | Shirley

Thomas & Young Ltd is a well-established and expanding accountancy practice based in Shirley. We are seeking a driven and experienced Tax Senior to join our growing team.

This opportunity is well suited to a tax professional who enjoys managing their own client portfolio, takes pride in delivering exceptional service, and is looking to develop further within a supportive and flexible working environment.

Working closely with the Head of Private Client Tax, you will play a key role across tax compliance and advisory assignments, while also taking ownership of important areas such as P11Ds and Making Tax Digital (MTD).

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The Opportunity

As Tax Senior, you will be responsible for overseeing a varied portfolio of personal tax clients and supporting a broad range of private client tax matters.

This role offers a strong mix of compliance work and the chance to build your exposure to advisory projects, making it an excellent next step for someone who wants to broaden their technical knowledge and career progression in tax.

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What You’ll Be Doing

Your responsibilities will include:

• Managing your own portfolio of personal tax clients efficiently and proactively

• Preparing and submitting Self-Assessment tax returns for a broad client base, including:

• Sole traders

• Landlords

• Company directors

• High Net Worth Individuals

• Completing and submitting P11D forms

• Preparing and filing quarterly Making Tax Digital reports

• Producing Capital Gains Tax computations and returns

• Liaising directly with clients to obtain required information and offer guidance where appropriate

• Handling correspondence with HMRC and assisting with the resolution of client queries

• Supporting the Head of Private Client Tax with:

• Advisory assignments

• Trust and estate compliance

• HMRC disclosures

• Keeping up to date with current tax legislation and best practice developments

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About You

We are looking for someone who is technically capable, highly organised, and motivated to continue developing their expertise within personal and private client tax.

Essential Skills & Experience

• At least 3 years’ experience in UK personal tax

• Confidence managing a large and varied portfolio of tax returns

• Experience working with:

• Directors

• Sole traders

• Landlords

• High Net Worth Individuals

• Exposure to both OMB and private client work

• Previous experience preparing P11Ds

• Ability to prioritise workload effectively and work independently

• Strong attention to detail

• Interest in developing knowledge across trust and estate compliance

• A genuine interest in advisory work and the aptitude to grow in this area

• Good working knowledge of Microsoft Excel and other Microsoft Office applications

• A strong commitment to delivering excellent client service

• Qualified ATT, CTA, ACA, ACCA or STEP, or part-qualified with the intention to continue studies

Desirable

• Experience working with trusts and/or estates

• Previous involvement in tax advisory work

• Familiarity with CCH software

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Why Join Thomas & Young Ltd?

We pride ourselves on offering a professional yet friendly environment where people are supported to grow and succeed.

As part of our team, you can expect:

• Competitive salary, dependent on experience

• Hybrid working options following the successful completion of probation

• A 37.5-hour working week

• Flexible start and finish times

• A supportive and approachable team culture

• Professional development opportunities

• Study support, where applicable

• Company pension

• On-site parking

• Good access to public transport links

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Role Details

• Job Type: Full-time, Permanent

• Location: Shirley

• Salary: Dependent on experience

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Benefits

• Company pension

• Flexitime

• On-site parking

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Ready to Take the Next Step?

If you are an experienced personal tax professional looking for a role where you can take ownership of your work, expand into advisory matters, and be part of a supportive and growing practice, we would love to hear from you.