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.