Personal Tax Senior

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

Benefits offered by this job

Hybrid working

23 days holiday

Study support

Company pension

Job summary

Bennett and Game Recruitment LTD are recruiting a Personal Tax Senior in Guildford/London to service a diverse portfolio of clients including high net worth individuals, business owners and athletes. The role combines compliance and advisory work with international tax planning opportunities and potential paths to Assistant Manager.

You should have at least 3 years tax experience, ATT or CTA (or by experience), strong client management and communication skills.

Qualifications

• Own portfolio of clients; manage compliance and advisory work.
• Conduct client meetings and assist junior staff.
• Review Tax Returns and provide analysis.
• Research tax positions and identify planning opportunities.
• Develop relationships with overseas advisers and network partners.

Responsibilities

• Manage your own client portfolio and meet deadlines.
• Lead client meetings and respond to new enquiries.
• Perform first review of Tax Returns and mentor juniors.
• Conduct tax research to support positions and provide detailed analysis.
• Identify planning opportunities and advise clients on tax strategies.
• Prepare monthly fees and work toward invoicing targets.
• Coordinate with overseas advisers for service excellence.
• Attend external conferences/events and build a professional network.
• Assist with proposals, events, and marketing support.

Skills

Client management

Tax advisory

Communication

Team training

Networking

Education

ATT or CTA

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 service
• Attend external conferences/events, Build a strong professional network.
• Assisting with proposals, events, marketing as and when required
• Prepare monthly fees work towards own billing targets
• To 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