Tax Senior in Dumfries)

Tax Senior +ndash; Independent Firm +ndash; Dumfries

Are you an ATT qualified tax professional looking to take full ownership of a private client portfolio while broadening your exposure to IHT, CGT, and advisory matters? Do you want to join an established, collaborative practice where you will receive full backing to continue your professional development towards CTA qualification?

This established independent firm of accountants operates across multiple offices in Cumbria and South West Scotland, delivering a comprehensive suite of business support services. Renowned for combining traditional client care with a modern, enthusiastic approach, the firm provides an exceptional environment for ambitious accounting professionals seeking both client interaction and career progression.

As a Tax Senior you will:

• Manage a portfolio of personal tax clients, preparing complex Self Assessment and Capital Gains Tax returns to high technical standards.
• Deliver practical tax advice covering Capital Gains Tax (CGT), Inheritance Tax (IHT), and estate planning, with opportunities to gain exposure to corporate tax advisory.
• Delegate tax compliance assignments to junior staff members, providing technical guidance, review, and structured feedback.
• Work closely with Tax Managers and Partners to streamline departmental processes and utilise practice management platforms such as Digita, APS, and Virtual Cabinet.

As the successful candidate you will:

• Hold an ATT qualification or be CTA qualified / qualified by experience (with full study support provided for those progressing towards CTA status).
• Possess 3+ years of accountancy practice experience managing personal tax compliance and client relationships.
• Demonstrate technical knowledge across personal taxation, Capital Gains Tax, Inheritance Tax, and trust administration.
• Have practical experience using specialist tax production software such as Digita, APS, or Virtual Cabinet.

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