Personal Tax Senior

Job Title: Personal Tax Senior
Location: Waterloo, London
Package: £40,000-£55,000 , hybrid working, standard holiday, pension, and more
Working hours: Full time, Monday-Friday, 9am-5:30pm

An exciting new opportunity for a Personal Tax Senior has arisen within a highly experienced, medium sized, Accountancy Practice in Waterloo. This practice specialise in advising high-net-worth entrepreneurs and internationally mobile taxpayers on both their business and personal affairs.

They are seeking an experienced Tax professional to play a crucial role in servicing these clients, and within the practices growth. The role comes with a great package, working from home flexibility, and a lot of progression routes

Personal Tax Senior Job Responsibilities

• Manage a portfolio of personal tax clients, acting as the primary point of contact for both compliance and advisory matters.
• Prepare and review Self Assessment tax returns for individuals, directors, sole traders and partnerships, ensuring accuracy and timely submission.
• Provide personal tax planning advice, including income tax, capital gains tax, inheritance tax, remuneration and pension planning.
• Identify tax planning opportunities and advise clients on available reliefs, allowances and tax-efficient strategies.
• Handle HMRC enquiries and correspondence, resolving technical tax issues on behalf of clients.
• Work closely with the accounts team to deliver integrated tax advice and support clients with complex tax matters, including residency and domicile where required.
• Review and supervise the work of junior team members, providing mentoring and technical guidance.
• Keep up to date with changes in UK tax legislation while developing strong client relationships and identifying opportunities for additional advisory services.

Personal Tax Senior Job Requirements

• CTA or ATT qualifications are advantageous
• Strong technical expertise across UK personal tax
• A minimum of 3 years Personal Tax experience. More experienced candidates can be considered for higher roles
• Commercially aware, proactive, and solutions driven
• Excellent communication, interpersonal, and organisational skills

Personal Tax Senior Salary & Benefits

• Salary depending on experience, and level. Ranging from £40,000-£55,000
• 20 days holiday (increases to 23 after 3 years' service, increasing each year to a maximum of 25 days). 25 days holiday for Managers & Senior Managers. We do close from COB on 23rd December over the Christmas period This is not taken from your annual leave, it is given to employees.
• Maternity - better than Statutory 6 weeks full salary, 6 weeks half salary then SMP.
• Paternity pay - better than Statutory - 2 weeks full pay.
• Employee Assist Program
• Vitality Healthcare
• Standard Pension, employee pays 5%, employer pays 3% (increasing to 5% after 5 years service)
• Payment of £100 towards glasses
• Long term service awards (currently £50 per year of service, 10 & 20 years)
• Client introduction/work awards (10% off fees paid to employee)
• £20 article payment.

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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