Senior Personal Tax Consultant

SUMMARY:
The Senior Personal Tax Consultant will take ownership of a portfolio of UK personal tax clients, ensuring all compliance obligations are met accurately and on time.

POSITION INFO:

 Senior Personal Tax Consultant

Join a well-established UK accountancy and tax practice supporting a diverse portfolio of personal tax clients.

Cape Town (Office-Based) | UK Working Hours (Monday to Friday) | R45,000 – R60,000 per month

About Our Client

Our client is a respected UK-based accountancy and tax practice that provides specialist tax and advisory services to a broad range of individuals, partnerships, and trusts. They are known for delivering high-quality client service, maintaining strong professional standards, and building long-term client relationships.

This is an excellent opportunity for an experienced UK Personal Tax professional to join a collaborative team where technical expertise, client service, and attention to detail are highly valued.

The Role: Senior Personal Tax Consultant

The Senior Personal Tax Consultant will take ownership of a portfolio of UK personal tax clients, ensuring all compliance obligations are met accurately and on time. This role involves managing self-assessment tax returns, CGT reporting, HMRC correspondence, and client relationships while identifying tax planning opportunities and supporting broader advisory work.

The successful candidate will be a trusted point of contact for clients, working closely with colleagues to deliver a high standard of service across all personal tax matters.

Key Responsibilities

• Minimum 3+ years'' experience in a UK Personal Tax role with strong self-assessment tax return preparation experience
• Prepare self-assessment tax returns for individuals, partnerships, and trusts
• Prepare Capital Gains Tax (CGT) returns relating to property disposals
• Ensure all filing deadlines and payment deadlines are met
• Manage a portfolio of personal tax clients and maintain regular communication
• Liaise directly with clients to obtain information and resolve queries
• Build strong working relationships with clients and internal teams
• Monitor outstanding information and keep clients updated on progress
• Manage workflow effectively and prioritise tasks during busy periods
• Identify potential tax planning opportunities and escalate where appropriate
• Handle HMRC enquiries, notices, coding issues, and correspondence
• Assist with ad-hoc personal tax advisory matters when required

About You

• 3+ years'' experience within UK Personal Tax Compliance
• Strong knowledge of UK personal tax legislation and compliance requirements
• Proven experience preparing self-assessment tax returns
• Experience dealing directly with HMRC
• Experience preparing CGT returns
• Strong client relationship management skills
• Excellent written and verbal communication skills
• High attention to detail and accuracy
• Strong organisational and time management skills
• Ability to manage multiple deadlines and priorities effectively
• Proactive and solutions-focused approach
• Experience using CCH would be advantageous
• ATT qualification, CTA studies, or equivalent experience would be beneficial but not essential