Tax Senior

The Tax Senior be responsible for managing the compliance process in their office and contributing to the provision of specialist tax advice and planning for a portfolio of clients and on special projects.


  1. To manage a portfolio of clients.
  2. To undertake and review the preparation of personal, trust and partnership tax returns.
  3. Working with and answering queries from team members and clients in a timely and accurate manner within agreed limits of responsibility, including tax compliance advice and forward planning to identify future tax issues.
  4. To assist team members with ad hoc tax projects / advisory work either for clients across the practice.
  5. To be responsible for managing all work and billing within a portfolio and project work, ensuring budgets are met.
  6. To ensure that team members under their supervision are supported and assist them to achieve agreed targets in their performance and development by enhancing both their technical ability and general skills.
  7. To keep up to date with changes in tax legislation and the application of this knowledge to clients’ affairs.
  8. To develop relationships with clients, build networking skills and identify opportunities for other work within the Group.
  9. To respect client confidentiality and report any issues or concerns which may affect client relationships to their director (e.g. money laundering, unethical business practice, complaints etc.).


  1. Be ATT and/or CTA qualified or equivalent with a detailed knowledge of UK tax legislation and its implications for clients.
  2. Be able to manage their own workload and take responsibility for their own development.
  3. Demonstrate effective team and client management and communication skills, including the management of client expectations.
  4. Be able to work well with other team members to ensure that the department works effectively as a team.

Tagged as: Newark, Senior, Sleaford, Tax

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