At a Glance
- Tasks: Manage personal tax clients and ensure accurate self-assessment tax returns.
- Company: Dynamic firm with a focus on client satisfaction and professional growth.
- Benefits: Competitive salary, hybrid working model, pension scheme, and professional development support.
- Other info: Clear path for progression to partner level and access to senior advisory support.
- Why this job: Join a forward-thinking culture and take ownership of your own client portfolio.
- Qualifications: Experience in personal tax compliance and strong communication skills.
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+ dependent on experience
Overview
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. This role suits an experienced tax professional who thrives on delivering top‐tier compliance work and who is ready to grow within a forward‐thinking culture.
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.
- Utilize 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 willingness 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 with experience and technical execution capability.
- Hybrid working model: 3 days in‐office and 2 days working from home.
- Standard workplace pension scheme.
- Professional development support with a clear path for future progression to partner level if desired.
- Direct access to ongoing advisory support from the firm's senior tax consultant during the transitional year.
Personal Tax Senior employer: Bennett and Game Recruitment LTD
As a Personal Tax Senior at our Farnham office, you will join a dynamic team that values accuracy and client satisfaction while offering a hybrid working model that promotes work-life balance. We are committed to your professional growth, providing clear pathways to advancement, including potential progression to partner level, alongside direct access to senior advisory support. Our collaborative and forward-thinking culture ensures that you will thrive in an environment that encourages autonomy and excellence in personal tax compliance.
Contact Details:
Bennett and Game Recruitment LTD Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common questions. Show off your knowledge of personal tax compliance and be ready to discuss how you’ve managed client portfolios in the past. Confidence is key!
✨Follow Up
After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit for the role!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only streamlines the process but also gives you a better chance of being noticed. We’re excited to see what you bring to the table!
We think you need these skills to ace Personal Tax Senior
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Personal Tax Senior role. Highlight your expertise in personal tax compliance and any relevant qualifications like ATT or CTA. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about personal tax and how your experience aligns with our firm's values. Keep it engaging and personal – we love getting to know our applicants!
Showcase Your Communication Skills:Since this role involves managing client relationships, make sure to demonstrate your excellent communication skills in your application. Whether it's through your CV or cover letter, let us see how you can confidently engage with clients and build trust.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you're keen to join 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, as this will show your technical expertise and confidence.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships. Highlight your communication skills and how you’ve maintained client satisfaction, as this role requires a high level of autonomy in managing a diverse portfolio.
✨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 want to share your methods for reviewing tax compliance workflows and meeting statutory deadlines without fail.
✨Embrace the Hybrid Model
Familiarise yourself with the hybrid working model and be ready to discuss how you plan to balance office and home working effectively. This shows that you’re adaptable and can thrive in a flexible environment, which is crucial for this position.
