Key Achievements:
- Reduced tax preparation and review times by 30% through implementation of standardised templates and automated tools.
- Identified cross-border tax planning opportunities, generating £80,000 in client savings.
- Assisted in complex multi-jurisdictional compliance projects, improving accuracy and reducing errors by 40%.
- Mentored junior tax staff, increasing team efficiency and quality of deliverables.
- Supported the identification of new revenue streams for advisory work, contributing £50,000 in additional billings.
Duties & Responsibilities:
- Prepare and review corporate, partnership, and individual tax returns for UK and US clients.
- Assist in VAT, GST, payroll, and corporate tax filings in compliance with HMRC and IRS regulations.
- Conduct tax research on domestic and international legislation to support compliance and advisory work.
- Prepare schedules, reconciliations, and supporting documentation for tax submissions.
- Identify tax planning opportunities and efficiencies across multiple jurisdictions.
- Liaise with clients and regulatory authorities to resolve queries and ensure timely compliance.
- Review accounting records for tax accuracy and compliance with UK GAAP / IFRS and US GAAP.
- Assist senior managers in cross-border advisory projects and client engagements.
- Supervise and mentor junior tax staff, providing technical guidance and training.
- Prepare client reports, memos, and management summaries of tax positions.
- Collaborate with audit, advisory, and corporate finance teams to support integrated client services.
- Maintain accurate client records and track compliance deadlines across jurisdictions.
- Apply analytical and critical thinking to identify anomalies, errors, or inefficiencies.
- Support process improvements and automation initiatives within the tax team.
- Participate in internal training and continuous professional development (CPD).
- Monitor emerging tax legislation and regulatory developments in the UK, US, and other relevant jurisdictions.
- Escalate complex or high-risk issues to senior staff or managers as required.
- Ensure ethical, professional, and regulatory standards are maintained across all engagements.
- Assist in preparing internal reports for management on team performance, engagement status, and compliance metrics.
- Contribute to business development by supporting proposals and client relationship management.
What does a Tax Senior do?
A Tax Senior manages a portfolio of clients while delivering tax compliance and advisory services. Responsibilities include preparing and reviewing tax returns, researching complex tax issues, supporting junior team members and advising clients on tax planning opportunities to ensure compliance with current legislation.
What qualifications do you need to become a Tax Senior?
Most Tax Seniors are ATT, CTA, ACA or ACCA qualified, or nearing completion of their professional qualifications. Employers generally look for several years of practical tax experience combined with strong technical knowledge and excellent client service skills.
What skills are important for a Tax Senior?
Successful Tax Seniors require excellent analytical skills, attention to detail and strong communication abilities. They must be able to interpret complex tax legislation, manage multiple client deadlines and build trusted relationships while mentoring junior colleagues.
What are the responsibilities of a Tax Senior?
Typical responsibilities include reviewing tax computations, preparing complex tax returns, supporting tax planning projects, responding to HMRC enquiries, supervising junior staff and ensuring clients remain compliant with changing tax legislation.
What career progression is available for a Tax Senior?
Tax Seniors commonly progress into Tax Manager, Senior Tax Manager, Tax Director and Tax Partner roles. Many also move into specialist advisory positions or senior in-house tax roles within large organisations.