Personal Tax Advisor

Personal Tax Advisor (ATT Qualified)Nottingham A forward-thinking firm of Accountants in Derby is looking to hire a Personal Tax Advisor to take ownership of a portfolio of personal tax clients-predominantly owner-managed businesses (OMBs) and SME directors.This isn''t a role where you simply "crunch the return". You''ll work closely with clients to provide practical, commercial advice-including how to extract money from their businesses efficiently to fund personal tax liabilities, while staying compliant and planning ahead. The role You''ll manage a varied portfolio and support clients through the full personal tax cycle, with real emphasis on advisory conversations.Typical responsibilities include: Managing a portfolio of personal tax clients (largely SME/OMB directors) Reviewing and preparing Self-Assessment tax returns Advising clients on tax-efficient remuneration/extraction strategies (e.g., salary/dividend mix and wider planning) Supporting with capital gains tax planning, property income, and broader personal tax queries Liaising directly with clients to gather information, explain outcomes, and provide clear next steps Working with colleagues across accounts/business services to ensure joined-up advice Handling HMRC correspondence and queries as needed What we''re looking for ATT qualified (minimum requirement) Strong experience in personal tax compliance with a client portfolio Confident advising SME directors/OMBs and explaining options in plain English A ..... full job details .....