Personal Tax Advisor / Personal Tax Compliance Specialist

Join Sedulo and Help Create Positive Change

At Sedulo, our ambition is clear: to build a world-class team that drives meaningful, lasting impact in the communities we serve. We are passionate about helping clients improve their business and personal finances, actively contributing to local business communities, supporting charities through the Sedulo Foundation, and creating an outstanding environment where people can grow rewarding careers.

If you are looking for a role where your technical expertise, client care, and commercial awareness will be genuinely valued, this could be the perfect next step.

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The Opportunity

We are seeking a talented tax professional to work closely with the Head of Personal Tax and the wider team in delivering an exceptional personal tax compliance service.

This is an exciting opportunity for someone who enjoys combining technical excellence with client relationship management, while contributing to a high-performing and supportive team.

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What You’ll Be Doing

In this role, you will take ownership of a varied portfolio and play an important part in ensuring clients receive a professional, accurate, and proactive service.

Key Responsibilities

• Manage a portfolio of clients, including:

• High net-worth individuals

• Company directors

• Sole traders

• Prepare self-assessment tax returns accurately and efficiently

• Act as the first point of contact for client queries, offering practical advice and ongoing support

• Build, develop, and maintain strong client relationships

• Complete self-employed accounts and property income schedules

• Prepare and manage a portfolio of P11D forms, ensuring all deadlines are met

• Support clients with Making Tax Digital (MTD) for Income Tax submissions where applicable

• Apply knowledge in areas such as:

• Tax credits

• Tax codes

• Gift Aid relief claims for charities

• HMRC compliance matters

• Work collaboratively with the corporation tax compliance team to gather the information needed for self-assessment tax returns

• Ensure all work is completed in line with HMRC regulations and statutory deadlines

• Handle correspondence with HMRC on behalf of clients

• Identify and highlight tax planning opportunities across:

• Income tax

• Capital gains tax

• Inheritance tax

• Remuneration planning

• Property income

• Pensions

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What We’re Looking For

We are looking for someone who is technically capable, client-focused, and eager to make a meaningful contribution from day one.

Knowledge, Skills & Experience

• Newly qualified ATT or CTA

• Minimum of 4 years’ experience within a Private Practice Tax environment

• Confident communicating with clients at all levels

• Strong verbal and written communication skills

• Ability to write clearly and adapt tone/style as needed

• Excellent technical understanding of UK tax legislation

• A genuine passion for learning and maintaining up-to-date tax knowledge

• Creative thinker with a proactive, solutions-focused approach

• Strong organisational and time management skills

• Ability to manage competing priorities and meet deadlines

• High level of accuracy and attention to detail

• Commercially aware and confident in identifying opportunities

• Comfortable working both independently and collaboratively

• Strong problem-solving mindset

• Willingness to engage in networking and business development

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How You’ll Add Value

This role is about more than compliance. You will also help strengthen internal processes, improve efficiencies, and ensure all work is delivered in accordance with internal procedures and risk standards.

Your contribution will support both the success of your clients and the continued growth of the wider Sedulo team.

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Why Join Sedulo?

At Sedulo, we want our people to thrive both professionally and personally. That’s why we offer a competitive and thoughtfully designed package to attract, support, and retain talented professionals.

What You’ll Receive

• Competitive market-aligned salary

• Study support, where appropriate

• Company pension scheme

• Health care plan (Medicash)

• Death in service benefit of 4x salary

• 26 days annual leave plus all bank holidays

• Bank holidays can be culturally flexed

• Smart working with 20% working from home

• Agile working hours

• Opportunity to work remotely away from home for up to 4 weeks per year

• Season ticket loans

• Cycle2Work scheme

• All-expenses-paid socials

• A supportive and collaborative culture

• Clear opportunities for career development and progression

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Our Culture

We believe in building a workplace where people feel supported, challenged, and inspired. Sedulo is committed to being a place where ambitious professionals can do meaningful work, develop their careers, and be part of something bigger than themselves.

From strengthening local business communities to supporting charitable initiatives and helping clients transform their finances, our people are at the heart of everything we do.

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Ready to Take the Next Step?

If you are a driven tax professional looking to join a collaborative, ambitious, and purpose-led firm, Sedulo would love to hear from you.

Be part of a team that delivers excellence, creates impact, and helps shape a better future.