Tax Semi-Senior

Bennett and Game Recruitment LTD; Wilmslow; Hybrid; GBP 30,000 - 38,000; Full time

Benefits offered by this job

28 days annual leave

Birthday leave

Pension scheme

Company parking

Hybrid working

Office closure between Christmas and 2

Job summary

Bennett and Game Recruitment LTD in Wilmslow, Cheshire, is seeking a Tax Semi-Senior to join the growing tax team, focusing on personal tax for medical professionals. You will manage a portfolio, prepare returns, and liaise with clients to provide compliant, timely advice.

Hybrid working with three days in the office and two at home, flexible hours, and training on specialist medical tax matters are provided to support your career development.

Qualifications

• Experience preparing personal tax returns and managing a portfolio of personal tax clients.
• Experience dealing directly with clients and handling tax-related queries.
• Experience in accountancy practice environments is required; medical sector experience is beneficial.

Responsibilities

• Manage a portfolio of personal tax clients and prepare personal tax returns.
• Submit tax returns by deadlines and maintain accurate records.
• Deal directly with clients and respond to tax queries.
• Review client information and obtain missing details from clients.
• Assist with tax planning and advisory work for medical clients.
• Build long-term client relationships and provide a professional service.
• Collaborate with senior tax team and other departments for joined-up service.
• Develop understanding of specialist medical tax considerations.

Skills

Portfolio management

Personal tax returns

Client liaison

Medical sector experience (beneficial)

Education

ACA/ACCA/ATT/CTA/AAT part-qualified or QBE

Studying towards professional tax or accountancy qualification

Job description

Tax Semi-Senior - Personal Tax

Location: Wilmslow, Cheshire

Salary: £30,000 - £38,000 DOE

Hybrid Working: 3 days office / 2 days home

Working Hours: Flexible start and finish times, with core hours of 10:00am - 4:00pm

About the Role

Our client is a well-established specialist accountancy practice with a strong reputation within the medical sector, providing accountancy and taxation services to a wide range of medical professionals and associated businesses.

They are seeking a Tax Semi-Senior to join their growing tax team, with a particular focus on personal tax. The successful candidate will manage a portfolio of personal tax clients, prepare tax returns and deal directly with clients, while developing their technical knowledge and advisory experience within a specialist environment.

This is an excellent opportunity for a Tax Semi-Senior or Tax Senior looking to develop their career within a supportive practice, with full training provided on the specialist aspects of working with medical clients.

Key Responsibilities

• Manage a portfolio of personal tax clients, taking responsibility for the preparation and submission of personal tax returns.
• Prepare a high volume of personal tax returns accurately and efficiently, working to relevant deadlines.
• Deal directly with clients, responding to queries and providing clear guidance on their personal tax affairs.
• Review client information, identify missing information and liaise with clients to obtain the necessary details.
• Assist with tax planning and advisory work where appropriate, developing a broader understanding of clients' tax requirements.
• Build and maintain strong, long-term relationships with clients, providing a professional and personable service.
• Work closely with senior members of the tax team and other departments to ensure clients receive a joined-up service.
• Develop an understanding of the specialist tax considerations associated with medical professionals and their businesses.

Experience

• Previous experience within an accountancy practice environment.
• Strong experience preparing personal tax returns and managing a portfolio of personal tax clients.
• Experience dealing directly with clients and handling tax-related queries.
• Candidates who have prepared a high volume of personal tax returns will be particularly well suited to the role.
• Experience within the medical sector is beneficial but not essential, as full training will be provided.

Qualifications

• ACA, ACCA, ATT, CTA or AAT part-qualified, fully qualified, or qualified by experience (QBE).
• Candidates currently studying towards a professional tax or accountancy qualification will also be considered.

Working Pattern & Flexibility

Hybrid working available following an initial period of office-based training and development.

Typical working arrangement of three days in the office and two days working from home.

Flexible working hours available, with core hours of 10:00am - 4:00pm.

Start times can be varied between 8:00am and 10:00am, allowing employees to finish earlier where required.

Accessible for candidates commuting from areas including Stockport, Macclesfield and surrounding areas.

Salary & Benefits

• Salary of £30,000 - £38,000, dependent on experience.
• 28 days annual leave including bank holidays.
• Additional half-day annual leave for your birthday.
• Office closure between Christmas and New Year, without this being deducted from annual holiday entitlement.
• Workplace pension scheme.
• Parking available through a company-provided parking pass.
• Overtime paid at the applicable hourly rate.
• Additional payment for Saturday working.
• Supportive working environment with structured training and development.
• Clear opportunities for progression into more senior tax and management positions.