At a Glance
- Tasks: Manage personal tax compliance and support high-net-worth clients with bespoke advisory work.
- Company: Established accountancy practice with a supportive and dynamic culture.
- Benefits: Competitive salary, generous holiday, 12% pension contribution, and flexible working options.
- Other info: Opportunity for career growth in a collaborative environment.
- Why this job: Join a growing team and develop your skills in personal tax and client advisory.
- Qualifications: Experience in UK personal tax compliance; ATT/CTA qualified or QBE welcomed.
The predicted salary is between 41850 - 51150 £ per year.
An established, growing three-partner accountancy practice based in the Basingstoke area is seeking a motivated Tax Senior / Personal Tax Specialist to join a close-knit team. Working directly alongside the firm's Tax Manager, this position will focus heavily on supporting a growing portfolio of high-net-worth individuals, limited company directors, shareholders, and trusts.
This role is ideal for a candidate looking to take ownership of personal tax compliance while gradually gaining exposure to high-level, bespoke advisory work. The firm prides itself on organic growth, a supportive culture, and a highly competitive benefits package.
Job Responsibilities
- Tax Compliance: Manage and prepare self-assessment tax returns for high-net-worth individuals, limited company directors, shareholders, and trusts.
- Portfolio Support: Work directly alongside the Tax Manager to service his expanding client base and ensure all compliance deadlines are met efficiently.
- Advisory Assistance: Support partners and senior staff on complex, high-level personal tax and trust advisory projects as the portfolio grows.
- Client Interaction: Serve as a key point of contact for routine client queries, gathering relevant records and maintaining strong ongoing relationships.
- Team Collaboration: Liaise with the wider accounts team to ensure tax codes and corporate/personal tax submissions align across the firm's SME client base.
Job Requirements
- Practice Experience: Solid background in UK personal tax compliance within an established accountancy practice.
- Technical Skills: Comfortable with complex tax returns; prior exposure to trusts and high-net-worth individuals is highly advantageous.
- Qualifications: ATT / CTA qualified, part-qualified, or Qualified by Experience (QBE) welcomed.
- Growth Mindset: Keen to develop technical knowledge, assist with advisory work, and progress alongside an expanding practice.
- Interpersonal Skills: Clear communication skills with a client-focused, collaborative approach.
Salary & Benefits
- Competitive Remuneration: Baseline salary around £38,000, with higher bandings (up to £55,000) available for candidates bringing extensive senior experience.
- Exceptional Pension Contribution: 12% non-contributory employer pension contribution (no mandatory employee deduction required).
- Generous Holiday Entitlement: 25 days annual leave plus statutory bank holidays.
- Life Assurance: Death in service scheme (4x annual salary).
- Flexible Working: Scope for hybrid working arrangements (e.g., 2 days working from home).
- Firm Culture: Dynamic, expanding team with a strong emphasis on organic growth and career development.
Tax Advisor in Basingstoke employer: Bennett and Game Recruitment LTD
Join a rapidly expanding engineering business in Ipswich, where you will receive comprehensive training and development as a Junior Technical Sales Engineer. With a strong focus on employee growth, this role offers the unique opportunity to blend technical engineering with customer interaction, all within a supportive work culture that encourages progression into more autonomous positions. Enjoy a competitive salary and the chance to engage directly with customers, enhancing your skills in a dynamic environment.
Contact Details:
Bennett and Game Recruitment LTD Recruitment Team
