Personal Tax Accountant

TS Partners; Plymouth; On-site; GBP 30,000 - GBP 45,000; Full time

Job summary

A growing financial services company in Plymouth is seeking a Personal Tax Accountant. In this compliance-focused position, you will manage your portfolio of clients, preparing personal tax returns while providing expert guidance on tax queries. The role involves a mix of compliance and advisory work, allowing career development opportunities. An ATT qualification or equivalent experience is required, along with strong technical knowledge and client communication skills.

Benefits

Professional development opportunities

Varied caseload with client contact

Competitive salary reflective of experience

Qualifications

• Experience preparing and submitting personal tax returns for diverse clients.
• Hands-on experience in personal tax compliance and business taxation.
• Strong technical knowledge in personal tax and CGT.

Responsibilities

• Prepare and submit personal tax returns for various clients.
• Manage P11D returns and conduct Capital Gains Tax calculations.
• Serve as primary contact for clients on tax-related queries.

Skills

Personal tax compliance

Capital Gains Tax (CGT)

Client communication

Organisational skills

Education

ATT qualified or equivalent experience

Tools

Tax software (Iris or similar)

Job description

We are seeking a Personal Tax Accountant to join our growing team in Plymouth. This is a compliance‑led role with exposure to advisory work, offering excellent opportunities for professional development and career progression.

You will manage your own portfolio of clients, preparing and submitting personal tax returns while acting as the main point of contact for all tax‑related queries. The role reports directly to Partners and offers genuine variety, from day‑to‑day compliance through to involvement in more complex advisory projects.

Key Responsibilities

Preparing and submitting personal tax returns for a diverse client base including self‑employed individuals, landlords, high‑net‑worth individuals, company directors, partnerships, and trusts. Managing P11D returns and conducting Capital Gains Tax calculations, including residential property disposals. Liaising with HMRC on disclosures, appeals, and compliance checks. Acting as the primary contact for clients, providing clear guidance on technical matters including residency queries.

What We’re Looking For

• ATT qualified (or equivalent experience working towards qualification).
• Hands‑on experience in personal tax compliance, with some exposure to business taxation.
• Strong technical knowledge across personal tax and CGT.
• Confident communicator who can build relationships with clients and explain technical matters clearly.
• Highly organised with the ability to manage a varied workload while maintaining accuracy.
• Proficiency with tax software (experience with Iris or similar platforms would be beneficial).

What We Offer

A supportive environment for continued professional licensed development, with the opportunity to progress towards CTA qualification. A varied caseload with genuine client contact and exposure чат advisory work.

Competitive salary reflective of your experience.

To Apply

Please submit your CV and a brief covering letter outlining your relevant experience.