Personal Tax Senior

Bennett and Game Recruitment LTD; Farnham; On-site; GBP 40,000 - 70,000; Full time

Benefits offered by this job

Hybrid working 3/2

Pension scheme

Professional development

Path to Partner

Job summary

Bennett and Game Recruitment LTD is seeking a Personal Tax Senior in Farnham to own a designated portfolio of personal tax clients, overseeing their compliance from end-to-end. You will work with a high level of autonomy, ensuring accurate self-assessments and timely filings.

The role offers hybrid working with 3 days in-office and 2 days from home, alongside a structured path toward partnership and strong professional development support.

Qualifications

• ATT, CTA, or qualified by experience status within UK practice is preferred.
• Proven track record of experience in a professional practice environment.
• Strong technical expertise in personal tax compliance and self-assessment preparation.
• Advanced proficiency with standard tax software and practice management tools.
• Excellent communication skills and ability to manage clients with autonomy.

Responsibilities

• Manage a dedicated portfolio of personal tax clients.
• Prepare, process, and finalise personal tax returns and self-assessments.
• Review tax compliance workflows to meet deadlines with precision.
• Provide robust technical oversight of client compliance workflows.
• Communicate with clients and manage relationships with a high level of autonomy.
• Utilise practice systems to optimise deliverables and maintain workflow.

Skills

Personal tax compliance

Self-assessment preparation

Client relationship management

Tax software proficiency

Education

ATT/CTA or equivalent

Tools

Practice management tools

Job description

Personal Tax Senior

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 step into a practice with a proud 20-year history that is currently transitioning to two dynamic, modern directors in their 30s-offering immense long-term stability and clear growth potential. 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. If you are looking for a forward-thinking culture where your individual contributions are truly recognized-whether you want a clear path to become the firm's Key Tax Partner or simply want to focus on executing high-quality tax delivery-look no further.

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.