At a Glance
- Tasks: Manage personal tax clients and ensure accurate self-assessment tax returns.
- Company: Established firm with a modern approach and dynamic leadership.
- Benefits: Competitive salary, hybrid working, pension scheme, and professional development.
- Other info: Enjoy a flexible work environment with opportunities for career advancement.
- Why this job: Join a supportive team and grow your career towards Partner level.
- 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+ 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, utilizing 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.
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 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
Join a forward-thinking firm in Farnham that values its employees and fosters a culture of growth and collaboration. With a hybrid working model, competitive salary, and clear pathways to progression, including potential advancement to Partner level, this is an excellent opportunity for tax professionals seeking meaningful work in a supportive environment. The firm's commitment to client satisfaction and technical excellence ensures that you will thrive while managing your own portfolio of diverse personal tax clients.
Contact Details:
Bennett and Game Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior in Farnham
✨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 Informal Chat
If you get the chance for an informal chat or coffee meeting, take it! This is your chance to showcase your personality and passion for personal tax. Be prepared to discuss your experience and how you can add value to their team.
✨Showcase Your Skills
During interviews, don’t just talk about your qualifications—demonstrate your skills! Bring examples of past work, especially those that highlight your technical expertise in personal tax compliance. Show them you’re ready to hit the ground running!
✨Apply Through Our Website
We encourage you to apply directly through our website. It’s the best way to ensure your application gets the attention it deserves. Plus, you’ll find all the latest opportunities right at your fingertips!
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 reflects the skills and experience 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. Show us your personality and let us know why you’re the perfect fit for this role.
Showcase Your Technical Skills:Since this role requires strong technical expertise, be sure to mention your proficiency with tax software and practice management tools. We love candidates who can hit the ground running, so don’t hold back on showcasing your skills!
Apply Through Our Website:We encourage you to apply directly 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 us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Bennett and Game Recruitment
✨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 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 Problem-Solving Ability
Think of instances where you've faced challenges in tax compliance or client management. Be ready to explain how you approached these issues and what solutions you implemented, showcasing your proactive mindset.
✨Familiarise Yourself with Their Systems
Research the tax software and practice management tools commonly used in the industry. If you have experience with specific systems, mention them during the interview to demonstrate your readiness to hit the ground running.
