Personal Tax Senior (RW47195) Malvern, England
Salary: GBP35000 - GBP45000 per annum + Cycle to work scheme, hybrid
Job Profile for Personal Tax Senior 47195
Package: Competitive salary (dependent on experience), hybrid working options, comprehensive benefits package including Death in Service, and more
Working Hours: Full-time (37.5 hours per week) or Part-time, flexible working patterns considered
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.
Personal Tax Senior 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.
Personal Tax Senior 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).
Personal Tax Senior Salary & Benefits
- Competitive pay dependent on experience.
- Hybrid remote working and flexi-time options.
- Private medical cover (available via salary sacrifice).
- Cycle to work scheme.
Personal Tax Senior employer: Bennett & Game Recruitment Ltd.
Join a leading process engineering company in Elland, where your skills as a Pipe Fitter / Welder will be valued and nurtured. With a strong focus on employee growth, we offer a supportive work culture that encourages continuous improvement and collaboration on bespoke engineering projects. Enjoy competitive salaries, a pension scheme, and the opportunity to work both in our well-equipped workshop and on-site across the UK, all while contributing to high-quality standards in the food engineering industry.
Contact Details:
Bennett & Game Recruitment Ltd. Recruitment Team
