Tax Advisor

Bennett & Game Recruitment; Basingstoke and Deane; Hybrid; GBP 38,000 - 55,000; Full time

Benefits offered by this job

12% employer pension contribution

25 days holiday + bank holidays

Death in service 4x annual salary

Job summary

Bennett & Game Recruitment in Basingstoke is seeking a Tax Senior / Personal Tax Specialist to join a close-knit three-partner practice. You will work alongside the Tax Manager, focusing on supporting a portfolio of high-net-worth individuals, directors, shareholders and trusts while taking ownership of personal tax compliance.

The role offers hybrid working with primarily office-based duties, a competitive package up to £55,000, and a strong pension/holiday benefits package.

Qualifications

• Solid background in UK personal tax compliance within an established accountancy practice.
• Comfortable with complex tax returns; prior exposure to trusts and high-net-worth individuals is advantageous.
• ATT / CTA qualifications welcomed; QBE considered.

Responsibilities

• Manage and prepare self-assessment tax returns for high-net-worth individuals, directors, shareholders, and trusts.
• Support Tax Manager to service a growing client base and meet all deadlines.
• Assist partners and senior staff on high-level personal tax and trust advisory projects.

Skills

Tax compliance

Trusts & HNW

Communication

Advisory work

Client relations

Education

ATT / CTA qualified or QBE

Job description

Tax Senior / Personal Tax Specialist

Location: Basingstoke

Working Arrangement: Full-Time, Hybrid Scope Available (Primary Office-Based)

Package: £38,000 (Flexible up to £55,000 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 £38,000, with higher bandings (up to £55,000) 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.