At a Glance
- Tasks: Manage personal tax clients and ensure accurate self-assessment tax returns.
- Company: Established firm with a modern, forward-thinking culture and dynamic leadership.
- Benefits: Competitive salary, hybrid working, professional development, and clear progression opportunities.
- Other info: Enjoy a flexible work-life balance and direct support from senior consultants.
- Why this job: Join a supportive team where your contributions are valued and growth is encouraged.
- Qualifications: Experience in personal tax compliance and strong communication skills required.
The predicted salary is between 40000 - 70000 £ per year.
Location: Farnham
Working Arrangement: Hybrid (3 days office, 2 days home)
Salary: £40,000 - £70,000+ dependant on experience
As a Personal Tax Senior, you will play a pivotal role in the technical delivery and relationship management of the firm, focusing on high-level accuracy and client satisfaction. You will take full ownership of your own designated portfolio of personal tax clients, managing their compliance needs from end-to-end with clarity and energy. Your primary focus will be the meticulous oversight, preparation, and processing of self-assessment tax returns, ranging from simple submissions to more complex portfolios. Additionally, you will serve as the primary point of contact for your clients, utilising your strong technical grounding to work with a good level of autonomy and ensure tax returns are filed efficiently and accurately.
This role is perfectly suited to an experienced tax professional with a solid foundation in practice who thrives on getting their hands dirty and delivering top-tier compliance work. If you are looking for a forward-thinking culture where your individual contributions are truly recognised, whether you want a clear path to become the firm's Key Tax Partner or simply want to focus on executing high-quality tax delivery, look no further.
Job Responsibilities
- Manage a dedicated portfolio of personal tax clients from a wide range of diverse backgrounds.
- Prepare, process, and finalize personal tax returns and self-assessments efficiently and accurately.
- Review tax compliance workflows, ensuring all statutory deadlines are met with absolute precision.
- Take full accountability for the client compliance workflow, providing robust technical oversight.
- Conduct day-to-day client communication with confidence, managing relationships with a high level of autonomy.
- Utilise and leverage strong practice systems to optimize deliverables and maintain smooth workflow processing.
- Drive practice efficiencies by focusing on reliable, "no-fuss" delivery of both simple and complex tax returns.
Job Requirements
- ATT, CTA, or qualified by experience status within UK practice is preferred.
- Proven track record of solid, reliable experience specifically within a professional practice environment.
- Strong technical expertise in personal tax compliance, self-assessment preparation, and rolling up your sleeves to execute work.
- Advanced proficiency in utilizing standard tax software and practice management tools.
- Excellent communication skills with the ability to build trusted, long-term relationships and confidently manage clients.
- A grounded, proactive approach to managing a portfolio independently without the need for constant supervision.
- Commitment to a "can-do" attitude and a mindset that embraces a practical, delivery-focused workflow.
Salary & Benefits
- Competitive Salary: Package aligned at £40,000, dependent on experience and technical execution capability.
- Hybrid Working: A modern model offering hybrid flexibility with 3 days in-office and 2 days working from home (WFH).
- Financial Perks: Standard workplace pension scheme.
- Growth & Culture: Access to professional development support, with a clear path for future progression to Partner level if desired.
- Technical Support: Direct access to ongoing advisory support from the firm's senior tax consultant during the transitional year.
Personal Tax Senior in Farnham employer: Bennett and Game Recruitment LTD
Join a forward-thinking firm in Farnham with a proud 20-year history, where your contributions as a Personal Tax Senior will be recognised and valued. Enjoy a hybrid working model that promotes work-life balance, alongside competitive salary packages and clear pathways for professional growth, including the potential to progress to Partner level. With a supportive culture and direct access to senior advisory expertise, this is an excellent opportunity for tax professionals seeking meaningful and rewarding employment.
Contact Details:
Bennett and Game Recruitment LTD Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior in Farnham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the tax industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Personal Tax Senior role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your technical expertise in personal tax compliance. Share specific examples of how you've managed complex portfolios and delivered top-notch results.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out to firms directly, especially those that align with your values and career goals. A little initiative can go a long way in making a great impression.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your talents. Plus, it shows you’re serious about joining our team and ready to take on the challenge of managing your own portfolio.
We think you need these skills to ace Personal Tax Senior in Farnham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Personal Tax Senior role. Highlight your experience in personal tax compliance and self-assessment preparation, as well as any relevant qualifications like ATT or CTA. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your passion for client satisfaction and your proactive approach to managing a portfolio. We love seeing enthusiasm and a 'can-do' attitude!
Showcase Your Technical Skills:Since this role requires strong technical expertise, make sure to highlight your proficiency with tax software and practice management tools. We want to know how you can leverage these systems to optimise deliverables and ensure smooth workflows.
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our forward-thinking culture!
How to prepare for a job interview at Bennett and Game Recruitment LTD
✨Know Your Tax Stuff
Brush up on your personal tax knowledge, especially around self-assessment and compliance. Be ready to discuss specific cases or scenarios you've handled in the past, showcasing your technical expertise and problem-solving skills.
✨Showcase Your Client Management Skills
Prepare examples of how you've built and maintained client relationships. Highlight your communication style and how you ensure client satisfaction, as this role requires a high level of autonomy in managing client portfolios.
✨Demonstrate Your Attention to Detail
Since accuracy is key in this role, be prepared to discuss how you ensure precision in your work. You might even want to bring along a sample of your previous tax returns (anonymised, of course) to illustrate your meticulous approach.
✨Embrace the Culture
Research the firm’s history and their transition to modern leadership. Show enthusiasm for their forward-thinking culture and express how your values align with their commitment to quality and growth. This will help you stand out as a candidate who truly fits in.
