At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and prepare accurate tax returns.
- Company: Rapidly expanding accountancy practice with a proactive approach.
- Benefits: Competitive salary, hybrid working, generous leave, and professional development opportunities.
- Other info: Flexible hours and clear pathways for career progression.
- Why this job: Join a dynamic team and make a real impact in personal tax management.
- Qualifications: Experience in personal tax roles and strong organisational skills required.
The predicted salary is between 32000 - 36000 £ per year.
A new opening is available for an experienced Personal Tax Senior to join a proactive and rapidly expanding accountancy practice. The firm specializes in providing director-led accountancy, audit, and taxation services to a wide-ranging, privately owned client base across Yorkshire and the North East of England. As part of the DFK International Association, we deliver high-quality support at both local and international levels.
As we continue to maximize value for our clients, we are looking for a confident, 'hands-on' professional who is ready to take full ownership of a diverse personal tax portfolio. This role is well-suited to an organized, senior-level professional with solid practice experience, an ability to self-manage, and a strong 'can-do' attitude. Whether you are focused on providing accurate compliance or identifying strategic planning opportunities, the focus is on your ability to work on your own initiative 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.
Personal Tax Senior Job Responsibilities- Manage a diverse portfolio of personal tax clients, serving as the primary point of contact for director/shareholders, sole traders, partnerships, property owners, doctors, dentists, and high-net-worth investors.
- Prepare, review, and submit accurate personal tax returns and computations in line with self-assessment regulations.
- Review financial documents thoroughly to ensure complete accuracy for all statutory tax filings.
- Identify and deliver tax planning opportunities, contributing to occasional remuneration/dividend planning, exit strategies, and business structuring.
- Provide guidance, training, and support to junior staff members within the tax department.
- Build strong rapport with clients, proactively handling ad-hoc queries and efficiently resolving complex tax issues.
- Participate in prospective client meetings and calls to assist with departmental growth.
- Proven experience working in a similar Personal Tax Senior role within a practice environment is essential.
- Strong technical knowledge of personal tax compliance and standard self-assessment computation procedures.
- Ability to self-manage workloads and ensure all internal and statutory deadlines are comfortably met.
- Excellent organizational and communication skills, with a commitment to accuracy, client service, and supporting team members.
- CTA qualification is desirable, though qualified by experience (QBE) candidates will be fully considered.
- Knowledge of GP practice taxation (including partnership returns, PCSE practice administration, estimates, and Type 1 & Type 2 certificates) is a distinct advantage.
- Competitive salary of £32,000 - £36,000 (dependent on experience).
- Hybrid remote working model (1 day from home, 4 days in the office).
- Generous annual leave package consisting of 23 days holiday, plus 8 bank holidays, plus 1 extra pre-determined day at Christmas.
- Private pension scheme featuring an employer contribution of up to 5%.
- Professional fees reimbursement for relevant industry bodies.
- Clear pathways for continued professional development and career progression.
- Flexible working hours to accommodate travel times and personal commitments.
Personal Tax Senior in Leeds employer: Bennett and Game Recruitment
Join a dynamic and rapidly expanding accountancy practice in Leeds, where you will enjoy a supportive work culture that prioritises employee growth and flexibility. With a competitive salary, generous benefits including a private pension scheme and professional development opportunities, this role offers the chance to manage a diverse personal tax portfolio while working in a hybrid model that promotes work-life balance. Experience a collaborative environment that values your expertise and encourages you to take ownership of your work.
Contact Details:
Bennett and Game Recruitment Recruitment Team
