Personal Tax Senior

Bennett And Game Recruitment; Guildford; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Study support

Auto-enrolment to pension

Hybrid working

23 days holiday + bank holidays

Job summary

Bennett And Game Recruitment in Guildford or London is seeking a Personal Tax Senior (or Assistant Manager) to manage a portfolio of clients, providing personal tax compliance and advisory support to high net worth individuals, business owners, and athletes.

This role offers hybrid working, a salary of £40,000–£50,000, study support, and opportunities to participate in international tax planning, with travel between Guildford and London as needed.

Qualifications

• Minimum 3 years tax-specific experience within accountancy practice.
• ATT or CTA qualification, or part-qualified/qualified by experience.
• Excellent client management and communication skills.

Responsibilities

• Look after your own portfolio of clients, ensuring deadlines are met and work is accurate.
• Conduct client meetings and training for junior staff.
• Complete first review of Tax Returns and review work of juniors.
• Delegate effectively across the team and perform necessary tax research.

Skills

Client management

Tax advisory

Communication

Organisation

Education

ATT or CTA qualification

Part qualified or qualified by experience

Job description

Job Title: Personal Tax Senior Location: Guildford or London - (frequent travel to Guildford would be required if working from London)Package: £40,000-£50,000, hybrid working, 23 days holiday plus bank holidays Working Hours: Full Time, Monday-Friday, 9am-5:30pm

An exciting opportunity is available within an International Accountancy and Tax practice, for a Personal Tax Senior or Assistant Manager, to join their team. This is a crucial role to the practice, to service a diverse portfolio of clients providing personal tax compliance and advisory support to clients. This includes high net worth individuals, business owners, and athletes and entertainers.If you are a tax professional with strong personal tax experience, this is a great chance to take the next step in your career. In addition to compliance and advisory with the opportunity to assist with international tax planning in respect of moves to and from the UK, remote workers, dual/non-residents, and more. With some great benefits this is an opportunity you don't want to miss

Personal Tax Senior Job Requirements

• To look after your own portfolio of clients, be responsible for the compliance and advisory work in respect of those clients and ensure all deadlines are met and work performed accurately.
• Be able to conduct client meetings and new enquiries, whilst training junior members of the team.
• Completing 1st review of Tax Returns and reviewing other work carried out by junior members of staff.
• Delegating effectively across the team.
• Performing necessary tax research to support/understand tax positions and providing detailed analysis to clients.
• Proactively identifying planning opportunities and advisory work to enhance your range of knowledge/specialisms
• Reviewing and delivering fee quotes for work identified/requested and working towards own invoicing targets.
• Developing relationships with overseas advisers / network partners to coordinate excellent client serviceAttend external conferences/events, Build a strong professional network.
• Assisting with proposals, events, marketing as and when requiredPrepare monthly fees work towards own billing targetsTo assist with any other administrative and/or client work as and when required
• Should be ATT or CTA qualified.
• Part qualified or qualified by experience can be considered.
• A minimum of 3 years tax specific experience within accountancy practice.
• Should have an excellent understanding of client management and relations, and personal tax responsibilities.
• Excellent communication, interpersonal, and organisational skills.

Personal Tax Senior Salary & Benefits

• £40,000 - £50,000
• Hybrid working, typically 3 days in office and 2 from home
• 23 days holiday, plus bank holidays
• Study support
• Auto-enrolment to company pension
• And more to be discussed