At a Glance
- Tasks: Manage personal tax compliance and provide expert advice to clients.
- Company: Join a friendly, well-respected accountancy firm in Kent with a collaborative culture.
- Benefits: Enjoy a competitive salary, flexible working options, and regular social events.
- Why this job: This role offers clear progression opportunities and a supportive team environment.
- Qualifications: ATT qualified with solid personal tax experience; CTA is a plus.
- Other info: Perfect for those looking to grow their tax career in a people-focused setting.
The predicted salary is between 35000 - 50000 £ per year.
Are you a Personal Tax Senior looking for a new challenge in a supportive and people-focused accountancy practice? Do you enjoy providing expert tax advice while building strong client relationships?
About the Firm: This well-respected Kent-based accountancy firm prides itself on its tailored approach to client service and its welcoming, collaborative team culture. Working with a broad client base, they offer comprehensive tax planning and compliance services, always focusing on adding value and simplifying complex tax matters.
The Role: As a Personal Tax Senior, you’ll manage your own portfolio of clients, providing high-quality compliance services and advisory support on a range of personal tax matters. You’ll work closely with both clients and the wider team to ensure deadlines are met and opportunities for tax efficiency are identified.
Key Responsibilities:
- Managing personal tax compliance for a portfolio of clients, including HNWIs, sole traders, partnerships, and directors
- Preparing and reviewing self-assessment tax returns
- Providing tax planning advice on areas such as inheritance tax, capital gains tax, and trusts
- Acting as a key point of contact for clients, providing clear and concise tax advice
- Assisting with HMRC enquiries and investigations
- Supporting junior team members and contributing to their development
About You:
- ATT qualified (CTA desirable but not essential)
- Solid experience in personal tax within an accountancy practice
- Strong understanding of UK tax legislation and compliance requirements
- Excellent communication and client-facing skills
- High attention to detail with strong problem-solving abilities
- A proactive, organised, and team-oriented approach
What’s on Offer:
- Competitive salary (£40,000 – £50,000 DOE)
- Clear progression opportunities, including CTA study support if desired
- Flexible working options
- A supportive and collaborative team environment
- Regular social events and a focus on work-life balance
If you’re ready to take the next step in your tax career and join a firm where your skills are truly appreciated, apply today!
Personal Tax Senior employer: ProTalent Limited
Contact Detail:
ProTalent Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior
✨Tip Number 1
Network with professionals in the accountancy field, especially those who work in personal tax. Attend local events or join online forums where you can connect with others in the industry. This can help you gain insights into the firm’s culture and potentially get a referral.
✨Tip Number 2
Research the specific tax issues that are currently affecting high-net-worth individuals (HNWIs) and partnerships. Being knowledgeable about recent changes in UK tax legislation will demonstrate your expertise and readiness to tackle complex tax matters during interviews.
✨Tip Number 3
Prepare to discuss your experience in managing client portfolios and providing tax planning advice. Think of specific examples where you added value for clients, as this will showcase your ability to build strong relationships and provide tailored solutions.
✨Tip Number 4
Familiarise yourself with the firm’s values and team culture. Highlight how your proactive and team-oriented approach aligns with their collaborative environment during your conversations. This will show that you’re not just a fit for the role, but also for the team.
We think you need these skills to ace Personal Tax Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax, especially any work with high-net-worth individuals and compliance services. Use specific examples to demonstrate your expertise in UK tax legislation.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax advisory roles and your ability to build strong client relationships. Mention how your proactive and organised approach aligns with the firm's values.
Highlight Relevant Qualifications: Clearly state your qualifications, such as ATT or CTA, and any relevant training or certifications. This will help the firm see your commitment to professional development in the field of personal tax.
Showcase Communication Skills: In your application, emphasise your excellent communication skills. Provide examples of how you've successfully communicated complex tax matters to clients, ensuring they understand their options and obligations.
How to prepare for a job interview at ProTalent Limited
✨Know Your Tax Legislation
Brush up on your knowledge of UK tax legislation and compliance requirements. Be prepared to discuss specific areas such as inheritance tax and capital gains tax, as these are crucial for the role.
✨Showcase Your Client Management Skills
Since the role involves managing a portfolio of clients, be ready to share examples of how you've built strong client relationships in the past. Highlight your communication skills and ability to provide clear, concise advice.
✨Demonstrate Problem-Solving Abilities
Prepare to discuss situations where you've had to solve complex tax issues. This will showcase your attention to detail and proactive approach, which are essential for a Personal Tax Senior.
✨Emphasise Team Collaboration
The firm values a collaborative team culture, so be sure to mention your experience working in teams. Discuss how you've supported junior members or contributed to team development in previous roles.