At a Glance
- Tasks: Manage a diverse client portfolio and handle personal tax compliance and advisory tasks.
- Company: Join a dynamic accountancy practice focused on delivering excellent service to clients.
- Benefits: Enjoy flexible working hours, competitive salary, and generous holiday allowance.
- Why this job: Gain valuable experience in tax planning while working in a supportive and proactive environment.
- Qualifications: ATT qualified or equivalent experience with strong personal tax knowledge required.
- Other info: Study support available for the right candidate to enhance your professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Working with our Tax Manager, the role offers the opportunity to experience a wide range of personal tax matters including compliance, advisory and planning work.
Key responsibilities:
- Management of a portfolio of clients consisting of sole traders, landlords, directors and non-resident individuals.
- Preparation and submission of Self-Assessment Tax Returns and 60-day Capital Gains Tax returns where applicable.
- Communicating tax liabilities to clients and providing the necessary information to enable them to pay their liabilities in line with relevant deadlines.
- Identifying tax planning opportunities within your portfolio, and communicating these to the company’s directors.
- Assisting the Tax Manager with ad-hoc advisory projects.
The ideal candidate will:
- Have experience of managing their own portfolio of clients within a busy accountancy practice environment.
- Have experience of all aspects of the Self-Assessment Tax Return process.
- Be ATT qualified or qualified by experience.
- Have strong technical personal tax knowledge and the ability to research and communicate technical information to both colleagues and clients.
- Have the ability to liaise with clients, resolving their queries in a timely manner.
- Be driven and proactive, ensuring that our commitment to providing excellent service levels to our clients is met.
What we offer
- A competitive salary
- 21 days' satutory holiday plus 4 day's holiday at Christmas (pro rata)
- Auto enrolment contributory pension scheme
- Flexible working hours
- Extensive learning and development opportunities
- Study support would be considered for the right candidate
Contact Detail:
Si Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Senior
✨Tip Number 1
Familiarise yourself with the latest tax regulations and compliance requirements. This will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the tax industry, especially those who work in accountancy practices. Attend relevant events or join online forums to connect with potential colleagues and learn about the latest trends and challenges in personal tax.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed client portfolios in the past. Highlight any successful tax planning strategies you've implemented, as this will showcase your practical experience and problem-solving skills.
✨Tip Number 4
Research StudySmarter's values and culture to align your responses during the interview. Understanding our commitment to excellent service levels will help you articulate how you can contribute to our team and enhance client satisfaction.
We think you need these skills to ace Tax Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing a portfolio of clients, particularly in personal tax matters. Include specific examples of your work with Self-Assessment Tax Returns and any advisory projects you've been involved in.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the Tax Senior role and explain how your qualifications align with the job requirements. Mention your ATT qualification or relevant experience and your ability to communicate complex tax information effectively.
Showcase Technical Knowledge: Demonstrate your strong technical personal tax knowledge in your application. You could include a brief example of a tax planning opportunity you identified in the past and how it benefited your clients.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the tax profession.
How to prepare for a job interview at Si Recruitment
✨Know Your Tax Basics
Brush up on your knowledge of personal tax matters, especially the Self-Assessment Tax Return process. Be prepared to discuss specific scenarios and how you would handle them, as this will demonstrate your technical expertise.
✨Showcase Your Client Management Skills
Since the role involves managing a portfolio of clients, be ready to share examples of how you've successfully managed client relationships in the past. Highlight any challenges you faced and how you resolved them.
✨Prepare for Technical Questions
Expect questions that test your understanding of tax planning opportunities and compliance issues. Practise explaining complex tax concepts in simple terms, as you'll need to communicate effectively with both clients and colleagues.
✨Demonstrate Proactivity
The ideal candidate is driven and proactive. Share instances where you've taken the initiative in your previous roles, whether it was identifying tax planning opportunities or improving processes within your team.