At a Glance
- Tasks: Manage personal tax clients and ensure accurate self-assessment tax returns.
- Company: Dynamic firm in Farnham with a focus on client satisfaction.
- Benefits: Competitive salary, hybrid work model, and professional development opportunities.
- Other info: Clear path for progression to partner level and supportive team environment.
- Why this job: Join a forward-thinking culture and make a real impact in personal tax compliance.
- 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. Job in Wrecclesham LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
At our firm in Farnham, we pride ourselves on being an excellent employer that fosters a supportive and dynamic work culture. With a hybrid working model, competitive salary packages, and a clear path for professional development, we empower our Personal Tax Seniors to thrive while managing their own portfolios. Our commitment to employee growth and a collaborative environment makes us an attractive choice for those seeking meaningful and rewarding careers in tax compliance.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior. Job in Wrecclesham LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Get out there and connect with people in the tax industry. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Personal Tax Senior role.
✨Tip Number 2
Practice your pitch! When you get the chance to chat with potential employers, make sure you can confidently explain your experience and how it aligns with their needs. Show them you’re the perfect fit for managing that diverse portfolio of personal tax clients.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After interviews or networking events, drop a quick thank-you email. It keeps you on their radar and shows you’re genuinely interested in the role. Plus, it’s a great way to reinforce your communication skills.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your skills. Plus, it shows you’re proactive and serious about joining our team. Let’s get you started on that path to becoming a Personal Tax Senior!
We think you need these skills to ace Personal Tax Senior. Job in Wrecclesham LilyLifestyle Jobs
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 needs. Be sure to mention your ability to manage client relationships and deliver top-tier compliance work.
Showcase Your Technical Skills:Since this role requires strong technical expertise, don’t shy away from mentioning your proficiency with tax software and practice management tools. We love seeing candidates who are tech-savvy and can optimise workflows efficiently!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. Plus, it shows you’re keen on joining our forward-thinking culture!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Tax Stuff
Make sure you 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 expertise and confidence in managing a portfolio.
✨Showcase Your Client Management Skills
Since this role involves a lot of client interaction, prepare examples that highlight your ability to build and maintain relationships. Think about times when you’ve successfully managed client expectations or resolved issues, and be ready to share those stories.
✨Demonstrate Your Attention to Detail
Accuracy is key in tax work, so be prepared to discuss how you ensure precision in your submissions. You might want to mention any systems or processes you use to double-check your work, as this will resonate well with the firm’s focus on high-level accuracy.
✨Embrace the Hybrid Model
Since the job offers a hybrid working arrangement, think about how you can effectively manage your time between the office and home. Be ready to discuss your strategies for staying organised and productive in both environments, as this shows you’re adaptable and forward-thinking.
