Tax Senior

3 days ago


Watford, Hertfordshire, United Kingdom Bennett and Game Recruitment LTD Full time
Personal Tax Senior Job Opportunity

A forward-thinking accountancy practice is recruiting for a personal tax senior to join their private client accounts team. This firm is seeking a confident, honest, and friendly individual to work in their tax team.

This role is for someone who is looking to join a tech-savvy, forward-thinking team. The ideal candidate should be a confident, approachable individual with an analytical mind and excellent attention to detail.

Tax Senior Position Overview

This role has a small portfolio of tax clients which the firm is eager to grow with the successful candidate meeting local contacts, developing their own contacts to win new work and increase their portfolio of tax clients. Support will be given from the directors and marketing to introduce their contacts and grow the candidate's own networks of clients and contacts.

Tax Senior Position Responsibilities
  • Client Work - Effective Management of a Client Portfolio
    • Planning, supervising, and reviewing tax assignments;
    • Research and reporting on technical issues;
    • Discussions with directors and external advice lines to resolve technical issues;
    • Attendance at client meetings;
    • Ensuring assignments are completed within budget, or explanation for over-runs;
    • Ensuring all statutory deadlines are met;
    • Highlighting and advising on added value services;
    • Leading the firm's IHT planning offering;
    • Promoting and undertaking ad hoc work, agreeing fees in advance, and ensuring deadlines are met;
    • Assisting with the overall smooth running of the team and firm as a whole;
    • Proactive planning to assist clients with their tax position;
    • Advising clients and the team on changes to the tax legislation and offering advice where necessary.
Tax Senior Position Requirements
  • Technical Knowledge
  • Computer Knowledge - Detailed knowledge of CCH personal tax, CCH trust tax, CCH CGT, and dividend scheduling, Hammock.
  • Staff Development
  • Practice Development
  • CTA Qualified - or ATT studying to CTA.
Tax Senior Position Remuneration
  • A competitive salary, likely ranging from 50-60k, depending on experience;
  • Flexible working arrangements, including the option to work from home up to three days a week;
  • 23 days holiday excluding bank holidays, with three days reserved for Christmas and New Year closure;
  • Statutory sick pay, providing the candidate meets the qualifying conditions;
  • After one year's service, contractual sick pay entitlement will increase to one month;
  • A workplace pension upon completion of the probationary period;
  • A Medicash Health Plan and BUPA (P11d Benefit) upon completion of the probationary period;
  • A Life Assurance Scheme (three times annual salary) once a member of the workplace pension scheme;
  • Support completing CPD courses.

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