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.

1 Taxation / vat jobs in Dunblane, Stirling

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