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- Tasks: Support personal and trust tax compliance for diverse clients, ensuring top-notch service.
- Company: Join one of Liverpool's largest independent accountancy firms with a stellar reputation.
- Benefits: Enjoy study support, flexible working, holidays that increase with service, and team-building events.
- Why this job: Gain valuable experience in a supportive environment with excellent career prospects and professional development.
- Qualifications: Ideal candidates are studying or qualified ATT/STEP with experience in personal tax and trusts.
- Other info: Generous referral scheme available; earn up to £1000 for successful candidate referrals.
The predicted salary is between 32000 - 42000 £ per year.
Personal Tax and Trusts Senior / Assistant Manager - Liverpool City Centre - £38,000 - £45,000. Study support for ATT / STEP is available.
One of Liverpool's largest independent accountancy practices is offering a position within their growing taxation division for a Personal Tax and Trusts Senior / Assistant Manager, to support the delivery of high-quality personal and trust tax compliance and advisory services to their private clients, including high net worth individuals. This leading firm of chartered accountants has an excellent reputation in the market, and employs over 100 staff across their audit, accounting, taxation and payroll divisions.
Responsibilities:
- Dealing with tax compliance matters for personal and trust tax clients, ensuring a first-class service is delivered.
- Preparation of tax returns, ensuring all necessary data is collated.
- Estate administration and accounts preparation.
- Ensuring compliance with Trust Registration Service including preparation of inheritance tax event forms.
- Assisting in the preparation of P11D and PAYE settlement agreements.
- Dealing with communication from clients, HMRC and third parties.
- Providing assistance to the tax management team on various adhoc tasks, compliance and advisory, as and when required.
- Undertaking technical research into specific areas of legislation; ensuring your knowledge is regularly updated.
Benefits:
The firm supports and encourages staff development and can offer excellent long-term career prospects. Full Kaplan block release study support for ATT / STEP is provided, holidays which rise with service and company pension scheme. Additionally, group life insurance, medicash, flexible working, accredited IIP firm, and regular team building events.
Essential Requirements:
Ideally you will be studying or qualified ATT or STEP, with a few years' experience gained in personal tax and trusts within accountancy practice. If you have all of the above requirements for the Personal Tax and Trust Senior / Assistant Manager position, then please apply now using the link below.
Contact Detail:
Vaisto Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior / Assistant Manager
✨Tip Number 1
Network with professionals in the taxation field, especially those who work with personal tax and trusts. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest tax legislation and compliance requirements related to personal tax and trusts. This will not only boost your confidence but also demonstrate your commitment to staying updated in this ever-evolving field.
✨Tip Number 3
Prepare to discuss specific scenarios where you've successfully managed tax compliance or provided advisory services. Real-life examples can showcase your expertise and problem-solving skills during the interview.
✨Tip Number 4
Research the firm’s client base and their approach to personal tax and trusts. Understanding their values and how they serve high net worth individuals will help you align your answers with what they are looking for in a candidate.
We think you need these skills to ace Personal Tax Senior / Assistant Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in personal tax and trusts. Include specific examples of your work with high net worth individuals and any compliance matters you've handled.
Craft a Strong Cover Letter: Write a cover letter that addresses the key responsibilities mentioned in the job description. Explain how your skills and experiences align with the firm's needs, particularly in delivering high-quality tax compliance and advisory services.
Highlight Qualifications: If you are studying or qualified ATT or STEP, make this prominent in your application. Mention any relevant coursework or projects that demonstrate your knowledge in personal tax and trusts.
Show Enthusiasm for Development: Express your interest in the study support offered for ATT/STEP and how you see it contributing to your professional growth. This shows that you are committed to continuous learning and development within the field.
How to prepare for a job interview at Vaisto Recruitment Ltd
✨Know Your Tax Legislation
Make sure you brush up on the latest personal tax and trust legislation. Being able to discuss recent changes or updates will show your expertise and commitment to staying informed in this field.
✨Demonstrate Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and ability to handle sensitive information, especially when dealing with high net worth individuals.
✨Showcase Your Technical Knowledge
Be ready to discuss specific technical areas related to personal tax and trusts. This could include your experience with tax compliance matters, estate administration, or any relevant software tools you’ve used.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to personal tax and trusts, their client base, and opportunities for professional development. This shows your genuine interest in the role and the company.
