Personal Tax Senior or Semi Senior

Location Hertfordshire, St Albans
Job Type Full Time

We are looking for a well-presented personal tax senior or semi senior, with excellent communication skills, to join our busy private client team.

The role

You will work as part of our private client team and play a significant part in looking after compliance matters for a portfolio of 160-180 clients.

Working closely with our private client partner, others in the private client team, and staff across the practice, your client portfolio will provide involvement with a wide range of private individuals. Clients include wealthy individuals, property owners, trusts, and professional partnerships as well as directors and shareholders of owner managed businesses.

Our client base contains many self-employed individuals, so an interest in, and experience of dealing with the preparation of self-employed accounts is useful.

You will be in direct contact with clients by email, over the phone and face-to-face, so excellent written and verbal communication skills are essential.


Experience is the key qualification for successful candidates.

ATT qualified or looking to study towards ATT/CTA

Skills and abilities

Experience working in practice on a wide range of private client tax issues essential. Specific and recent experience in at least some of the following would be useful (in no priority or order):

  • Company directors
  • Rental accounts and expenses
  • Partnerships
  • Capital gains tax
  • Dividend and salary planning
  • PAYE coding notices
  • Benefits in kind
  • PAYE
  • Taxation of investments
  • Pensions relief
  • Sole trader accounts preparation
  • Self-employment and related advisory issues (VAT registration)

Personal skills

The role has a high level of client contact so the ability to explain tax issues clearly and confidently in a non-technical manner is important. Good organisational skills are also required as you will be working with several partners to meet the personal tax compliance needs of their clients.

Key Facts

Experience working in practice on a wide range of private client tax issues essential.

Excellent client service standards and work management skills

Good verbal and written communication skills essential

Good working knowledge of CCH Pertax useful

Good team working skills

Competitive salary and benefits

Full time permanent role based in St Albans

The Firm

WMT are a modern firm with established roots. We are a leading practice, servicing the South East. We provide a vast range of services, including advisory, tax, audit, accounting and corporate finance. We have a large portfolio of clients including business clients from a range of industries and sectors such as hospitality, property, recruitment, technology, manufacturing as well as private clients, charity and not for profit and pensions.

We have been an influencing factor in the success of many of our clients businesses for over 35 years, and we believe this is as a result of three factors:

Our team – We are enthusiastic, committed and take pride in providing an exceptional service.

Our values – These have always been fundamental to us, and have not changed since we opened our doors, we always endeavour to:

  • offer an exceptional service
  • take personal hands on approach
  • go over and beyond what is expected
  • get to know each client and are happy to invest time and effort to achieve this.

Our vision – To work with our clients to fulfil their true potential. We have always gone beyond what is expected and to succeed in business this is a necessity. We do not wait for our clients to come to us, we are always proactively looking for opportunities and ways to help them increase their profitability.

To apply for this role please send a CV and covering letter to stating ‘City of Expertise’ on the covering email.
Closing date: 30th November 2018