Personal Tax Senior

If you’re a Personal Tax professional who takes pride in owning your work, building proper client relationships, and not being micromanaged—this will suit you down to the ground.

We’re working with a well-established, highly regarded accountancy practice in West Lothian looking to appoint a Part-Time Tax Senior to take ownership of their personal tax portfolio within a busy local office.

This is a key hire. You’ll effectively become the go-to person for personal tax—trusted to manage your own workload and deliver a high standard of service across a varied client base.

What you’ll be doing

• Managing and preparing personal tax returns across a diverse portfolio
• Working with sole traders, partnerships, landlords, farmers, directors and trusts
• Handling income tax and CGT matters end-to-end
• Preparing P11Ds, payment on account calculations and coding notices
• Liaising directly with clients and HMRC
• Supporting with company secretarial work (e.g. confirmation statements)
• Using CCH software for compliance work
• (Optional) Supporting with corporation tax compliance if of interest

What we’re looking for

• Strong experience in personal tax compliance (this is non-negotiable)
• Confident managing your own workload with minimal supervision
• Comfortable dealing directly with clients and building relationships
• Organised, reliable and able to hit deadlines without being chased
• Experience with CCH is advantageous
• Exposure to (or interest in learning) corporation tax is a bonus—not essential

Why this role stands out

• Part-time (3 days per week) with genuine flexibility on how those days are worked
• Autonomy – you’ll be trusted to run your own workload
• Varied client base – no two days look the same
• Supportive, close-knit team – no corporate politics
• Long-term stability in a well-run local firm

This isn’t a role for someone who needs handholding. It’s for someone who knows personal tax inside out, enjoys being trusted, and wants a role that fits around life without sacrificing interesting work.

Interested? Apply or contact Karen at karen@lusona.co.uk to arrange a confidential chat.