Personal Tax Senior

Personal Tax Senior

Package: £32,000 - £36,000 (dependent on experience), private pension scheme with employer contribution up to 5%, professional fees reimbursement, and opportunities for Continued Professional Development.

Working Hours:

Full-time (37 hours per week), flexible working hours accommodated around office hours (8:30am to 5:30pm) to assist with travel and personal requirements. Hybrid working model (1 day from home, 4 days in the office).

Location:

Leeds - Near city centre

A new opening is available for an experienced Personal Tax Senior to join a proactive and rapidly expanding accountancy practice. The firm specializes in providing director-led accountancy, audit, and taxation services to a wide-ranging, privately owned client base across Yorkshire and the North East of England. As part of the DFK International Association, we deliver high-quality support at both local and international levels.
As we continue to maximize value for our clients, we are looking for a confident, "hands-on" professional who is ready to take full ownership of a diverse personal tax portfolio. This role is well-suited to an organized, senior-level professional with solid practice experience, an ability to self-manage, and a strong "can-do" attitude. Whether you are focused on providing accurate compliance or identifying strategic planning opportunities, the focus is on your ability to work on your own initiative 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 a diverse portfolio of personal tax clients, serving as the primary point of contact for director/shareholders, sole traders, partnerships, property owners, doctors, dentists, and high-net-worth investors.

* Prepare, review, and submit accurate personal tax returns and computations in line with self-assessment regulations.

* Review financial documents thoroughly to ensure complete accuracy for all statutory tax filings.

* Identify and deliver tax planning opportunities, contributing to occasional remuneration/dividend planning, exit strategies, and business structuring.

* Provide guidance, training, and support to junior staff members within the tax department.

* Build strong rapport with clients, proactively handling ad-hoc queries and efficiently resolving complex tax issues.

* Participate in prospective client meetings and calls to assist with departmental growth.

Personal Tax Senior Requirements

* Proven experience working in a similar Personal Tax Senior role within a practice environment is essential.

* Strong technical knowledge of personal tax compliance and standard self-assessment computation procedures.

* Ability to self-manage workloads and ensure all internal and statutory deadlines are comfortably met.

* Excellent organizational and communication skills, with a commitment to accuracy, client service, and supporting team members.

* CTA qualification is desirable, though qualified by experience (QBE) candidates will be fully considered.

* Knowledge of GP practice taxation (including partnership returns, PCSE practice administration, estimates, and Type 1 & Type 2 certificates) is a distinct advantage.

Personal Tax Senior Salary & Benefits

* Competitive salary of £32,000 - £36,000 (dependent on experience).

* Hybrid remote working model (1 day from home, 4 days in the office).

* Generous annual leave package consisting of 23 days holiday, plus 8 bank holidays, plus 1 extra pre-determined day at Christmas.

* Private pension scheme featuring an employer contribution of up to 5%.

* Professional fees reimbursement for relevant industry bodies.

* Clear pathways for continued professional development and career progression.

* Flexible working hours to accommodate travel times and personal commitments.

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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