Personal Tax Senior

Bennett & Game Recruitment Limited; Guildford; Hybride; GBP 40 000 - 50 000; Plein temps

Avantages offerts par ce poste

Hybrid working

Study support

Company pension

Résumé du poste

Bennett & Game Recruitment Limited is seeking a Personal Tax Senior to join their international tax practice. The role involves managing a portfolio of personal tax clients, providing compliance and advisory support to high net worth individuals, and working with international planning opportunities.

The position offers hybrid working, 23 days of holiday plus bank holidays, and a typical Monday–Friday schedule. A strong tax background and client-facing skills are essential.

Qualifications

• ATT or CTA qualification is required (Part qualified or qualified by experience considered).
• Minimum of 3 years tax-specific experience within an accountancy practice.
• Strong client management and personal tax responsibilities understanding.

Responsabilités

• Look after an own portfolio of clients handling compliance and advisory work and meet deadlines.
• Conduct client meetings and help train junior team members.
• Perform first review of Tax Returns and review junior staff work.
• Delegate effectively across the team and perform necessary tax research to support positions.
• Identify planning opportunities and advisory work to broaden knowledge and client service.
• Review and propose fee quotes and work toward invoicing targets.
• Develop relationships with overseas advisers to coordinate client service and attend external events.
• Assist with proposals, events and marketing as required and prepare monthly billing.

Connaissances

Client management

Tax advisory

Communication

Team training

Formation

ATT or CTA qualified

Description du poste

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

Personal Tax Senior Job Requirements

• 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

• Hybrid working, typically 3 days in office and 2 from home
• Study support
• Auto-enrolment to company pension
• And more to be discussed