Personal Tax Senior

Job Profile for Personal Tax Senior 47195

Package: Competitive salary (dependent on experience), hybrid working options, comprehensive benefits package including Death in Service, and more

Working Hours: Full-time (37.5 hours per week) or Part-time, flexible working patterns considered

A new opening is available for an experienced Personal Tax Senior to join a friendly, established tax department.

Our department has gained momentum through managing a diverse and growing portfolio of client accounts. As we continue to scale, we are looking for a confident, "hands-on" professional who is ready to take full ownership of delivering high-quality personal tax compliance and advisory services.

This role is well-suited to an organised, senior-level professional with solid practice experience and a strong "can-do" attitude. Whether you are a newly qualified ATT professional or an experienced tax specialist, the focus is on your ability to work on your own initiative, deliver accurate tax returns, and support a collaborative team. If you are a detail-focused professional looking for a varied role with modern working standards, then this is the role for you.

Personal Tax Senior Job Responsibilities

• Manage and take full ownership of a personal tax client portfolio of approximately 330 clients.
• Prepare personal self-assessment and Capital Gains Tax (CGT) returns.
• Directly assist clients with queries, offering clear and proactive tax advice.
• Attend client meetings and conduct phone calls to review tax returns and address queries.
• Register trusts on the Trust Registration Service.
• Liaise directly with HMRC to resolve queries, change tax codes, and chase refunds.
• Assist with the preparation of P11Ds and support other ad hoc tax department duties.
• Collaborate closely with other seniors, managers, and partners, particularly during peak tax seasons.

Personal Tax Senior Requirements

• Proven experience managing personal tax portfolios within an accountancy practice is essential.
• ATT qualified, or demonstrating equivalent substantial practical experience in tax.
• Strong technical knowledge of personal tax compliance, self-assessments, CGT, and trusts.
• Excellent organisational and communication skills, with a commitment to maintaining high professional standards.
• Proven ability to manage workloads and prioritisation across multiple clients simultaneously.
• Must hold valid United Kingdom work authorisation and be fluent in English.
• Able to comfortably commute to the Malvern office (with hybrid remote options available).

Personal Tax Senior Salary & Benefits

• Competitive pay dependent on experience.
• Hybrid remote working and flexi-time options.
• Workplace pension scheme.
• Death in service benefits.
• Private medical cover (available via salary sacrifice).
• Cycle to work scheme.
• Regular social events.

Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries.

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