We are building and A+ team and we only want the best people in that team. It is really important that each person in our team has input and that input makes a difference.
We are based in close to Lisburn City Centre and are Northern Ireland’s leading cloud-based Accountancy Practice having recently been the first locally based practice to have achieved Xero Gold Partner Status.
We are currently hiring the following:

Personal Tax Senior

The Company

Exchange Accountants Limited ( is a forward thinking and progressive accountancy practice conveniently located just outside Lisburn City Centre, with modern offices and free parking on-site.

We are the first locally based practice to have achieved ‘Xero Gold Partner Status’, and as such are now considered to be Northern Ireland’s leading cloud-based accountancy firm. Working in the cloud allows us to work more closely alongside our clients in providing them with pro-active advice, based on the most up-to-date and accurate financial information available.

Specialising in the use of digital technology also makes us ideally placed as a practice to successfully help our clients navigate into the future of tax; with the Government’s ambitious plans for the onset of ‘Making Tax Digital for Income Tax’ set for April 2024.

Due to a period of sustained growth, we are now recruiting for a competent Personal Tax Senior to join our team.

The Position

The typical day to day duties of this role will involve:-

  • Requesting personal tax information from clients
  • Preparation of ‘Income & Expenditure’ accounts for sole traders, partnerships and landlords for tax return purposes
  • Preparation and submission of both UK & Irish self-assessment tax return forms for a large and varied portfolio of individuals and partnerships
  • Checking HMRC tax calculations, PAYE coding notices, penalty determinations etc and liaising with HMRC directly regarding any adjustments required
  • Reviewing clients HMRC accounts and issuing payment reminders to avoid surcharges etc
  • Preparation and submission of forms P11D & P11D(b)
  • Responding to general tax queries from clients in a timely & professional manner
  • Ad hoc technical research when required in order to answer client queries or address any technical matters arising during the completion of SA returns
  • Extensive direct client contact via telephone & email, and face to face meetings when required
  • Effective management & prioritisation of own workload, directly reporting to the Tax Manager
  • Training and development of junior staff
  • Maintenance of internal databases & systems in relation to personal tax clients and workflows

The Person

The successful candidate should meet the following essential criteria:-

  • Qualified Tax Technician (ATT) or Accounting Technician (IATI / ATI) with relevant experience, but QBE candidates will also be considered on their own merit
  • At least 3 years relevant experience, ideally gained within a small to medium sized firm, and predominantly in personal tax
  • Proficient in the use of Microsoft Office, especially Excel
  • Excellent organisation skills, accuracy, and attention to detail
  • Strong communication skills, both written and verbal
  • Pro-active and can use own initiative to work effectively, both independently and as a team
  • Strong ability to multi-task and effectively prioritise work in a fast paced and high-volume environment, whilst maintaining keen attention to detail
  • Able to manage time spent against budget and work alongside other team members to ensure the timely completion of work
  • Flexibility to work additional hours during busy times of the year
  • Keen to work in a digital, progressive practice and embrace the use of technology & software

What We Can Offer

  • Competitive salary based on experience and tailored to attract best candidate in the market
  • Potential for performance-based bonuses
  • 35 hour working week, with an early finish on a Friday
  • Free parking on-site
  • Modern, friendly, and supportive working environment

How To Apply

Please forward an up-to-date CV to

Exchange Accountants Limited is an equal opportunities employer.