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For Companies At a Glance
- Tasks: Manage personal tax portfolios, prepare returns, and mentor junior staff.
- Company: Join a leading accountancy practice focused on people and growth.
- Benefits: Enjoy flexible working, competitive salary, and comprehensive training.
- Why this job: Be part of a supportive team with diverse clients and career progression.
- Qualifications: CTA/ACA/ACCA qualified or part-qualified with personal tax experience.
- Other info: Opportunity for mentorship and strong client relationship building.
Location: Camberley
TPF Recruitment is delighted to be working with a leading accountancy practice in search of a Personal Tax Accountant. This is a fantastic opportunity for an experienced personal tax professional looking to take on more responsibility within a supportive, people-focused firm. You’ll work with an impressive portfolio of clients and have the opportunity to contribute to the growth of the firm, all while receiving mentorship from senior leaders.
Why This Practice?
- Experienced Leadership: Join a highly supportive Partner team that offers guidance and mentorship to help you achieve your career goals.
- Great Team Environment: Become part of a large, collaborative, and friendly team that values open communication and mutual respect.
- Diverse Client Portfolio: Work with a wide range of personal tax clients, including high-net-worth individuals, entrepreneurs, and trusts, providing varied and interesting work.
- Career Progression: Take on more senior responsibilities and continue developing your skills within a firm that prioritises staff development.
- Work-Life Balance: The practice understands the importance of wellbeing and offers flexible working arrangements to help you maintain a healthy work-life balance.
Role Overview:
As a Personal Tax Accountant, you will manage a diverse personal tax portfolio. You will be responsible for preparing tax returns, providing tax planning advice, and offering high-level advisory services to your clients. In addition, you will oversee the work of junior staff, mentoring them and supporting their development. You’ll also have the opportunity to build and maintain strong relationships with clients, ensuring they receive the best possible service.
Key Responsibilities:
- Managing a portfolio of personal tax clients, including high-net-worth individuals, partnerships, and trusts.
- Preparing personal tax returns, tax computations, and providing advice on personal tax planning and compliance.
- Identifying tax-saving opportunities and advising clients on how to optimise their tax position.
- Reviewing and mentoring junior staff, providing support and technical guidance.
- Building and maintaining strong client relationships, ensuring excellent client service and satisfaction.
- Keeping up to date with changes in tax legislation and applying this knowledge to client work.
- Supporting the Partner team in business development and providing high-level advisory services.
Requirements
What We’re Looking For:
- You will be CTA/ACA/ACCA qualified / part-qualified (or equivalent) with significant experience in personal tax within an accountancy practice.
- Strong technical knowledge of personal tax compliance and advisory. Additionally, experience in income tax, capital gains tax, inheritance tax, and trusts would be a bonus.
- Experience managing a portfolio of personal tax clients and the ability to build long-term client relationships.
- Strong leadership and coaching skills, with experience mentoring junior staff.
- Excellent communication skills, both written and verbal.
- Proactive and able to work independently while being a team player.
Benefits
Why Join This Practice?
- Career Development: Comprehensive training and development opportunities, including study support for your professional qualification.
- Competitive Benefits: Enjoy a competitive salary, pension, and additional benefits.
- Work-Life Balance: A flexible working culture that prioritises your wellbeing.
- Inclusive Environment: A supportive, inclusive, and friendly team that values open communication and professional growth.
If you’re a motivated Personal Tax Accountant looking to develop your career in a supportive and rewarding environment, we’d love to hear from you!
How to Apply: Please submit your CV or get in touch with Kourtney Luckett at TPF Recruitment for a confidential discussion about this opportunity.
Personal Tax Part-Qualified / Qualified Accountant employer: TPF Recruitment
Contact Detail:
TPF Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Part-Qualified / Qualified Accountant
✨Tip Number 1
Network with professionals in the accounting field, especially those who specialise in personal tax. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the firm and its culture.
✨Tip Number 2
Research the latest trends and changes in personal tax legislation. Being knowledgeable about current tax laws will not only help you in interviews but also demonstrate your commitment to staying updated in your field.
✨Tip Number 3
Prepare to discuss your experience managing a diverse portfolio of clients. Be ready to share specific examples of how you've built strong client relationships and provided high-level advisory services in your previous roles.
✨Tip Number 4
Showcase your leadership and mentoring skills during the interview process. Think of instances where you've successfully guided junior staff or contributed to team development, as this aligns well with the firm's focus on mentorship and support.
We think you need these skills to ace Personal Tax Part-Qualified / Qualified Accountant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in personal tax, including any qualifications like CTA, ACA, or ACCA. Emphasise your ability to manage a diverse portfolio and your experience with high-net-worth clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for personal tax accounting and your desire to grow within a supportive environment. Mention specific experiences where you've successfully managed client relationships or mentored junior staff.
Highlight Technical Skills: In your application, clearly outline your technical knowledge of personal tax compliance and advisory services. Include any experience with income tax, capital gains tax, and trusts, as these are key areas for the role.
Showcase Soft Skills: Don't forget to mention your communication skills and your ability to work both independently and as part of a team. Provide examples of how you've contributed to a positive team environment or supported colleagues in their development.
How to prepare for a job interview at TPF Recruitment
✨Know Your Tax Legislation
Make sure you're up to date with the latest changes in tax legislation. Being able to discuss recent updates and how they impact personal tax clients will show your expertise and commitment to the role.
✨Demonstrate Client Relationship Skills
Prepare examples of how you've built and maintained strong client relationships in the past. This is crucial for the role, so showcasing your interpersonal skills will set you apart from other candidates.
✨Showcase Leadership Experience
Since the position involves mentoring junior staff, be ready to discuss your leadership experiences. Highlight specific instances where you've guided others and contributed to their professional development.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, team dynamics, and opportunities for career progression. This not only shows your interest in the role but also helps you assess if the firm aligns with your career goals.
