Taxation Specialist

We are seeking an experienced Personal Tax Senior to join our team at Bennett Brooks & Co Ltd. Reporting to the Personal Tax Manager, the successful candidate will be responsible for managing a portfolio of personal tax clients and subsequent tax activities including planning, compliance, and preparation of personal tax returns.

We provide a collaborative environment and inclusive work culture. We are committed to supporting the growth and development of our team members and offer comprehensive training programs, mentorship opportunities, and a clear career progression path so that you can reach your full potential.

The main purpose of the role is to provide advice to clients in relation to personal tax matters. The successful candidate must understand tax legislation, compliance with relevant laws, and the impact this has on a business. They must also be commercially aware and able to identify opportunities to minimise the personal tax bills of their clients.

Responsibilities include liaison with HMRC and completion of all required government documents relating to taxes.

Key responsibilities include:

• Effectively manage a portfolio of personal tax clients, building a positive working relationship with clients and the practice.
• Plan, prepare, and execute client personal tax returns in accordance with specified deadlines.
• Ensure tax liability is correctly calculated and communicated to the client accordingly.
• Maintain current working knowledge of tax laws and regulations, including new filing practices, deadlines, and any company-specific information.
• Review work by junior colleagues/trainees within the team.

Previous experience in a similar role within an accounting practice, dealing with all aspects of personal tax, is preferred. Tax or accountancy qualifications or working towards would be an advantage.

We offer a range of benefits, including:

• Additional leave
• Company events
• Company pension
• Enhanced maternity leave
• Health & wellbeing programme
• Life insurance
• On-site parking
• Referral programme
• Sick pay

Monday to Friday

Ability to Commute/Relocate:

• Northwich: reliably commute or plan to relocate before starting work (preferred)

Personal tax experience: 3 years (preferred)