Tax Senior / Personal Tax Specialist
Location: Basingstoke
Working Arrangement: Full–Time, Hybrid Scope Available (Primary Office–Based)
Package: GBP38,000 (Flexible up to GBP55,000 dependent on depth of experience) + 12% Employer Pension Contribution & 25 Days Holiday + Bank Holidays
Overview
An established, growing three–partner accountancy practice based in the Basingstoke area is seeking a motivated Tax Senior / Personal Tax Specialist to join a close–knit team. Working directly alongside the firm's Tax Manager, this position will focus heavily on supporting a growing portfolio of high–net–worth individuals, limited company directors, shareholders, and trusts.
This role is ideal for a candidate looking to take ownership of personal tax compliance while gradually gaining exposure to high–level, bespoke advisory work. The firm prides itself on organic growth, a supportive culture, and a highly competitive benefits package.
Job Responsibilities
- Tax Compliance: Manage and prepare self–assessment tax returns for high–net–worth individuals, limited company directors, shareholders, and trusts.
- Portfolio Support: Work directly alongside the Tax Manager to service his expanding client base and ensure all compliance deadlines are met efficiently.
- Advisory Assistance: Support partners and senior staff on complex, high–level personal tax and trust advisory projects as the portfolio grows.
- Client Interaction: Serve as a key point of contact for routine client queries, gathering relevant records and maintaining strong ongoing relationships.
- Team Collaboration: Liaise with the wider accounts team to ensure tax codes and corporate/personal tax submissions align across the firm's SME client base.
Job Requirements
- Practice Experience: Solid background in UK personal tax compliance within an established accountancy practice.
- Technical Skills: Comfortable with complex tax returns; prior exposure to trusts and high–net–worth individuals is highly advantageous.
- Qualifications: ATT / CTA qualified, part–qualified, or Qualified by Experience (QBE) welcomed.
- Growth Mindset: Keen to develop technical knowledge, assist with advisory work, and progress alongside an expanding practice.
- Interpersonal Skills: Clear communication skills with a client–focused, collaborative approach.
Salary & Benefits
- Competitive Remuneration: Baseline salary around GBP38,000, with higher bandings (up to GBP55,000) available for candidates bringing extensive senior experience.
- Exceptional Pension Contribution: 12% non–contributory employer pension contribution (no mandatory employee deduction required).
- Generous Holiday Entitlement: 25 days annual leave plus statutory bank holidays.
- Life Assurance: Death in service scheme (4x annual salary).
- Flexible Working: Scope for hybrid working arrangements (e.g., 2 days working from home).
- Firm Culture: Dynamic, expanding team with a strong emphasis on organic growth and career development.