Personal Tax Senior

Taxation; Dunfermline; Hybrid; GBP 35,000 - 42,000; Full time

Job summary

An independent firm of accountants is seeking a Personal Tax Senior to manage a portfolio of private clients in Dunfermline or Edinburgh. The candidate should possess strong technical knowledge in UK personal tax and excellent client communication skills. This role offers a collaborative culture, flexible working conditions, and genuine career progression opportunities. If you're interested, please reach out for a confidential discussion regarding this role.

Benefits

36.5-hour work week

Early Friday finish (3:00 PM)

Workplace pension

3x life cover

Access to Employee Assistance Programme

Client referral bonuses

Qualifications

• ATT qualified or equivalent required.
• Strong technical knowledge of UK personal tax.
• Excellent client communication skills a must.

Responsibilities

• Manage a portfolio of private clients.
• Deliver high-quality compliance work.
• Identify tax planning opportunities.

Skills

Strong technical knowledge of UK personal tax

Confident in client communication

Organised and adaptable

Team player

Education

ATT qualified (or equivalent)

Job description

Personal Tax Senior
Edinburgh or Dunfermline (Hybrid Working)
£35,000 - £42,000 + Benefits
Join a respected and growing independent firm of accountants and business advisers, as a Personal Tax Senior within their expanding Private Client team.
Celebrating over 75 years in practice, this firm is recognised for its people-first culture, strong professional values, and long-standing client relationships.
The firm combines deep technical expertise with an approachable and collaborative working style - making it a great environment for ambitious tax professionals seeking balance, progression, and variety.

The Opportunity

• As a Personal Tax Senior, you will take responsibility for managing your own portfolio of private clients, including individuals, partnerships, and business owners, delivering high-quality compliance work.
• You will work closely with the Private Client Tax Manager and Tax Partner, gaining exposure to complex tax issues while enjoying the benefits of working in a friendly, close-knit team.
• Identify tax planning opportunities and support with advisory work where appropriate.
• Liaise with HMRC, clients, and internal departments (audit and accounting) on tax matters.

About You

• ATT qualified (or equivalent)
• Strong technical knowledge of UK personal tax and confident in client communication.
• Organised and adaptable with a commercial and proactive mindset.
• A team player with a commitment to providing first-class client service.

Why Join this firm?

• Be part of an independent Scottish firm with a collaborative, people-focused culture.
• 36.5-hour week with an early Friday finish (3:00 PM) and flexible working policy.
• Workplace pension, 3x life cover, and access to an Employee Assistance Programme.
• Client and staff referral bonuses, and opportunities to join firm-wide ESG and well being initiatives.
• Genuine career progression, demonstrated by team members who have risen through the ranks - including current partners.

How to Apply

If you're exploring your next move and this role sounds like a good fit, contact Victoria Walker on 0161 5297 109 or email [e-mail] for a confidential discussion

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.