At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and provide proactive tax advice.
- Company: Join a friendly, established tax department with a collaborative culture.
- Benefits: Enjoy competitive pay, hybrid working options, and comprehensive benefits.
- Other info: Flexible working patterns and excellent career growth opportunities await you.
- Why this job: Make a real impact by delivering high-quality personal tax compliance and advisory services.
- Qualifications: Experience in managing personal tax portfolios and strong communication skills required.
A new opening is available for an experienced Personal Tax Senior to join a friendly, established tax department. Our department has gained momentum through managing a diverse and growing portfolio of client accounts. As we continue to scale, we are looking for a confident, "hands-on" professional who is ready to take full ownership of delivering high-quality personal tax compliance and advisory services. This role is well-suited to an organised, senior-level professional with solid practice experience and a strong "can-do" attitude. Whether you are a newly qualified ATT professional or an experienced tax specialist, the focus is on your ability to work on your own initiative, deliver accurate tax returns, and support a collaborative team. If you are a detail-focused professional looking for a varied role with modern working standards, then this is the role for you.
Job Responsibilities:
- Manage and take full ownership of a personal tax client portfolio of approximately 330 clients.
- Prepare personal self-assessment and Capital Gains Tax (CGT) returns.
- Directly assist clients with queries, offering clear and proactive tax advice.
- Attend client meetings and conduct phone calls to review tax returns and address queries.
- Register trusts on the Trust Registration Service.
- Liaise directly with HMRC to resolve queries, change tax codes, and chase refunds.
- Assist with the preparation of P11Ds and support other ad hoc tax department duties.
- Collaborate closely with other seniors, managers, and partners, particularly during peak tax seasons.
Requirements:
- Proven experience managing personal tax portfolios within an accountancy practice is essential.
- ATT qualified, or demonstrating equivalent substantial practical experience in tax.
- Strong technical knowledge of personal tax compliance, self-assessments, CGT, and trusts.
- Excellent organisational and communication skills, with a commitment to maintaining high professional standards.
- Proven ability to manage workloads and prioritisation across multiple clients simultaneously.
- Must hold valid United Kingdom work authorisation and be fluent in English.
- Able to comfortably commute to the Malvern office (with hybrid remote options available).
Salary & Benefits:
- Competitive pay dependent on experience.
- Hybrid remote working and flexi-time options.
- Workplace pension scheme.
- Death in service benefits.
- Private medical cover (available via salary sacrifice).
- Cycle to work scheme.
- Regular social events.
Personal Tax Senior in Great Malvern employer: Bennett and Game Recruitment LTD
Join a leading player in the HVAC sector as a Chiller Engineer in Kent, where you will benefit from a supportive work culture that prioritises employee growth and development. With competitive salaries ranging from £40-47k, generous holiday allowances, and travel expenses covered, this role offers not just a job, but a rewarding career path in a thriving industry. Enjoy the unique advantage of working in a dynamic team environment while contributing to impactful projects across the South East.
Contact Details:
Bennett and Game Recruitment LTD Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior in Great Malvern
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Bennett and Game Recruitment LTD, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Senior in Great Malvern
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Bennett and Game Recruitment LTD's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Bennett and Game Recruitment LTD. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Bennett and Game Recruitment LTD!
How to prepare for a job interview at Bennett and Game Recruitment LTD
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Bennett and Game Recruitment LTD.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Bennett and Game Recruitment LTD. It helps to show our commitment!
