The opportunity
You will support UK accounting firms with the preparation and delivery of Self Assessment tax returns for their clients, taking responsibility from initial information through to an accurate and complete return. You will interpret information, apply UK tax rules, identify issues and deliver high-quality work without detailed instructions. During induction, your work will be reviewed while you learn TCPS procedures. An experienced senior is expected to progress quickly to producing routine personal tax work that does not require regular technical review. Once established, you will review junior work, support technical development and take increasing responsibility for coordinating and leading the team.
Personal tax preparation and delivery
- Prepare UK Self Assessment tax returns for a varied portfolio
- Take responsibility from initial information through to a complete return
- Review documentation, financial information and prior-year records
- Deal with employment income and benefits, rental income, self-employment and partnership income, dividends, interest, pensions, capital gains and foreign income where within your experience
- Prepare accurate computations, schedules and working papers
- Calculate liabilities, payments on account and repayment positions
- Identify missing information, inconsistencies and potential tax issues
- Raise clear queries and actively follow up information
- Complete work in accordance with HMRC deadlines and quality standards
- Manage multiple assignments, particularly during peak filing periods
- Escalate complex or higher-risk matters
- Protect confidential personal and financial information
Quality and review
- Review your own work thoroughly for accuracy, completeness and consistency
- Progress beyond routine review of your own work
- Review Self Assessment returns prepared by junior colleagues
- Check income, allowances, reliefs and capital-gains treatment
- Confirm entries are supported by documentation and working papers
- Identify technical, computational and documentary issues
- Provide clear and constructive review points
- Ensure review points are properly addressed
- Maintain professional scepticism and escalate uncertain positions
Staff development and team leadership
- Support the induction, training and development of junior Personal Tax team members
- Provide day-to-day technical guidance
- Give feedback that improves work quality
- Monitor progress and help ensure filing deadlines are met
- Identify training needs and recurring areas for improvement
- Share technical knowledge and promote consistent practices
- Help plan and coordinate workloads during busy periods
- Take increasing responsibility for allocating and reviewing a small team
- Develop towards formal team leadership responsibility
Technology, AI and continuous improvement
TC Professional Services aims to lead the profession in the effective use of technology, AI and automation. As a senior member of the team, you will be expected to:
- Take an active interest in the practical application of AI, automation and emerging tax technologies
- Confidently adopt approved tools and use them responsibly
- Identify repetitive or inefficient activities that may benefit from process improvement or automation
- Help junior colleagues develop confidence using approved systems and tools
- Contribute practical ideas that improve workflows, controls and service delivery
- Ensure technology improves efficiency and consistency without compromising accuracy, confidentiality, professional judgement or quality
What we are looking for
Essential experience
- Practical experience preparing UK Self Assessment tax returns
- Strong knowledge of UK personal income tax and HMRC requirements
- Experience with employment, rental, business, investment and pension income
- Practical experience preparing capital-gains calculations
- Ability to interpret financial and tax information and identify inconsistencies
- Experience preparing accurate computations and supporting working papers
- Ability to resolve routine personal tax matters independently
- Experience managing multiple assignments and deadlines
- Good written and verbal English communication
- Strong Microsoft Excel skills
- Practical experience with personal tax software
- A well-organised, dependable and deadline-focused approach
Desirable experience
- CCH Personal Tax or similar UK tax software
- Working with UK accounting firms or their clients
- Reviewing Self Assessment returns prepared by others
- Training, supervising or coordinating junior colleagues
- Exposure to more complex personal tax issues
- Improving tax processes or adopting new technology
- Progress towards or completion of a relevant qualification
Qualifications
- Progress towards ACCA, ATT, CTA or another relevant tax or accounting qualification
- CA Intermediate or equivalent progress through the CA qualification
- CMA Intermediate or another relevant equivalent qualification
- A relevant accounting, finance or taxation degree supported by substantial UK personal tax experience
- Another relevant professional qualification supported by appropriate practical experience
What success will look like
- Tax returns are prepared accurately and within agreed deadlines
- Routine personal tax work does not require regular technical review, while appropriate quality-assurance and risk-based checks may continue
- Computations and entries are supported by complete working papers
- Routine matters are researched and resolved independently
- Complex or higher-risk matters are identified and escalated
- Queries are clear and actively followed up
- Junior work is reviewed accurately with constructive feedback
- Junior colleagues improve through your guidance
- Workloads are coordinated effectively and filing deadlines maintained
- You contribute practical ideas that improve quality, consistency and efficiency
What you will gain
- Ownership of a varied UK personal tax portfolio
- Broader exposure to different income sources and tax circumstances
- Progression from return preparation into technical review
- Responsibility for developing junior tax professionals
- A structured route towards coordinating and leading a Personal Tax team
- Collaboration with tax professionals in India and the UK
- Opportunities to strengthen judgement, coaching and leadership capability
- Progression towards Team Leader and Personal Tax Manager-level responsibilities, based on capability, performance and business requirements
About TC Professional Services
TC Professional Services supports UK accounting firms by providing high-quality accounts production, bookkeeping, payroll and personal tax services. Our India team works closely with accounting professionals in the UK, combining technical expertise, structured processes and modern technology to deliver reliable support. We invest in training, technology and career development so talented people can build successful long-term careers with us.
Build the next stage of your UK personal tax career
If you have strong UK personal tax experience and are ready to take responsibility for technical quality, staff development and team delivery, we would like to hear from you.
