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- Tasks: Manage a portfolio of 200 diverse clients and prepare personal tax returns.
- Company: Join a top 50 accountancy practice with over 80 years of experience in London.
- Benefits: Enjoy flexible hours, a modern office, and a family-oriented culture with social events.
- Why this job: Develop your career in a supportive, tech-driven environment while working with high-net-worth individuals.
- Qualifications: Experience in personal tax compliance and strong communication skills are essential.
- Other info: Dress for your diary and enjoy free breakfast and fresh fruit daily.
The predicted salary is between 43200 - 72000 £ per year.
Job Title: Personal Tax Compliance Senior
Any additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply.
Location: Central London (West End)
About Us: We are a well-established, medium-sized Top 50 accountancy practice with over 80 years of experience in providing high-quality tax and accounting services. Our firm is located in the heart of London\’s West End, offering a dynamic and flexible working environment. Due to exceptional growth and internal promotions, we are seeking to expand our Tax Department with the addition of a Personal Tax Compliance Senior.
The Opportunity: As a Personal Tax Compliance Senior, you will be managing your own portfolio of clients of approximately 200 clients, including high-net-worth individuals (HNWIs), entrepreneurs, sole traders, directors, non-residents, non-doms, landlords, Trusts, partnerships, and more. The role is a full-time office-based position. This is a fantastic opportunity for a tax professional with strong technical knowledge to further develop their career in a supportive, technology-driven, and family-oriented environment.
What We Offer:
- Dress for your diary (flexible dress code)
- Flexible working hours
- Minimum of 22 days annual leave
- Technology-enabled firm
- Family-oriented culture with fantastic retention rates
- Fixed profit-sharing bonus scheme available to all staff
- Brand new, modern office in central London
- Plenty of socialising opportunities
- Cycle and Electric Vehicle work scheme
- Free breakfast and fresh fruit provided daily
Key Responsibilities:
- Prepare personal tax returns for a diverse client base
- Manage and maintain strong client relationships
- Identify tax planning opportunities and provide tailored solutions to clients
- Assist with the wider compliance obligations of the tax team, including CGT returns & calculations, IHT returns, trust regulations, SEIS/EIS, and dealing with HMRC enquiries
- Maintain accurate records and ensure timely submission of client tax filings
Ideal Candidate:
- Proven experience in personal tax compliance, ideally with exposure to a broad range of clients, including HNWIs, entrepreneurs, and trusts
- Strong technical knowledge in personal tax, including experience in preparing complex personal tax returns
- Excellent communication skills and ability to manage client relationships effectively
- Ability to work independently and as part of a team
- Proactive and able to identify tax planning opportunities for clients
Contact Detail:
Harris & Trotter LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Compliance Senior
✨Tip Number 1
Network with professionals in the tax compliance field. Attend industry events or webinars where you can meet people who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and compliance requirements, especially those relevant to high-net-worth individuals and trusts. Being well-versed in current legislation will demonstrate your commitment and expertise during interviews.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed client relationships in the past. Highlight any instances where you've identified tax planning opportunities that benefited your clients, as this aligns with the responsibilities of the role.
✨Tip Number 4
Research StudySmarter's values and culture. Understanding our family-oriented environment and technology-driven approach will allow you to tailor your conversations and show how you would fit into our team.
We think you need these skills to ace Personal Tax Compliance Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax compliance, especially with high-net-worth individuals and diverse client portfolios. Use specific examples to demonstrate your technical knowledge and client management skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax compliance and your understanding of the role. Mention how your background aligns with the firm's values and culture, particularly their family-oriented approach and technology-driven environment.
Highlight Relevant Experience: In your application, emphasise any previous roles where you managed client relationships or prepared complex personal tax returns. This will show that you have the necessary skills to handle the responsibilities of the Personal Tax Compliance Senior position.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the field of tax compliance.
How to prepare for a job interview at Harris & Trotter LLP
✨Showcase Your Technical Knowledge
As a Personal Tax Compliance Senior, you'll need to demonstrate your strong technical knowledge in personal tax. Be prepared to discuss complex tax scenarios and how you've successfully navigated them in the past.
✨Highlight Client Relationship Management
This role involves managing a diverse portfolio of clients. Share examples of how you've built and maintained strong client relationships, especially with high-net-worth individuals and entrepreneurs.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to identify tax planning opportunities. Think of specific situations where you provided tailored solutions to clients and be ready to explain your thought process.
✨Emphasise Your Teamwork Skills
While the role requires independence, teamwork is also crucial. Discuss experiences where you've collaborated with colleagues to meet compliance obligations or improve processes within the tax team.
