At a Glance
- Tasks: Manage a portfolio of personal tax clients and oversee compliance and advisory services.
- Company: Join a leading tax and advisory firm in Maidenhead with a strong reputation.
- Benefits: Enjoy a competitive salary, study support, and a great benefits package.
- Why this job: This role offers excellent career progression and the chance to influence your growth.
- Qualifications: CTA, ATT, ACA, or ACCA qualified with personal tax experience in an accountancy practice.
- Other info: Refer a friend for a chance to earn up to £500 in vouchers!
The predicted salary is between 32000 - 48000 £ per year.
A leading and successful specialist tax and advisory accountancy practice based in Maidenhead, Berkshire is searching for a personal Tax Senior to join their team as a key hire within this growing, highly regarded professional services firm. You will carve a pivotal role within this business overseeing the delivery of a quality compliance service, while also leading the delivery of wide-ranging tax planning and project work. Based in Maidenhead, this is a highly regarded and successful accountancy, tax and advisory firm of chartered accountants. The firm has a strong reputation acting for wide-ranging individuals, directors & private clients, both UK based and overseas. While a quality compliance service is a key offering for the firm, it has also has a focus on delivering wider advisory and tax planning advice and the right professional will carve a key position advising this firms clients with excellent progression and development on offer. Joining as a Personal Tax Senior, you will manage your own portfolio of interesting personal tax clients. The firm has varied clients across – Directors of varied sole trader, partnerships and limited company OMBs and SMEs, HNWIs, with additional overseas, resident/ non-resident and domicile/ non domicile clients. You will work across both compliance and advisory, with the assistance of an experienced tax team around you. You be advising on wide ranging tax planning project work across share options, Trusts, CGT, IHT, residence and domicile advisory work, non-dom planning and other project work. The role provides an ideal opportunity for the right tax professional looking to carve a pivotal role, within a medium size team environment, where you can drive and influence your career growth and direction. The role provides an excellent opportunity for the right professional looking to further their career in private client tax. Requirements For this Personal Tax Senior position you will be: Ideally CTA and/or, ATT/ACA/ACCA qualified, you will have developed a personal tax career within an accountancy practice or specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, larger regional independent firm background, or specialist tax firm and your background will most likely have focused down the personal tax route with a strong compliance and /or tax planning skill set. This is an excellent opportunity for either a Personal Tax Senior to join an exceptional personal tax team, with future progression opportunities, or for an experienced semi-senior, looking to take a step up into a more senior role. Benefits £38,000 – £45,000 dependent on experience and background, negotiable. Study support as required for ATT or CTA/ ACA. A highly competitive benefits package is also on offer. Please apply for the vacancy or contact Joseph Potter via phone, our website or LinkedIn for a confidential conversation. Please contact Joe Potter on (phone number removed) (tel), (phone number removed) (mob), , or via for a confidential conversation. Refer a friend… We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family, or colleagues are considering a new opportunity and can demonstrate relevant experience, we’d love to speak to them. For every candidate you refer and we subsequently place into a permanent position, we will give you up to £500 of Love2Shop vouchers. (Terms & Conditions apply)
Personal Tax Senior employer: TPF Recruitment
Contact Detail:
TPF Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior
✨Tip Number 1
Network with professionals in the tax and accountancy field. Attend industry events or join relevant online forums to connect with individuals who may have insights into the firm or similar roles.
✨Tip Number 2
Research the firm’s recent projects and client success stories. This knowledge will help you demonstrate your interest and understanding of their work during any conversations or interviews.
✨Tip Number 3
Prepare to discuss specific tax planning scenarios or compliance challenges you've faced in your previous roles. Highlighting your problem-solving skills will show that you're ready for the responsibilities of a Personal Tax Senior.
✨Tip Number 4
Consider reaching out to current or former employees of the firm on LinkedIn. They can provide valuable insights about the company culture and expectations, which can help you tailor your approach.
We think you need these skills to ace Personal Tax Senior
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and requirements of the Personal Tax Senior position. Tailor your application to highlight your relevant experience in personal tax compliance and advisory work.
Highlight Relevant Qualifications: Clearly state your qualifications such as CTA, ATT, ACA, or ACCA. Emphasize any specific training or certifications that relate directly to personal tax, as this will strengthen your application.
Showcase Your Experience: Detail your previous roles in accountancy practices or specialist tax firms. Provide examples of how you've managed personal tax clients and any successful projects you've led, particularly in tax planning and compliance.
Craft a Compelling Cover Letter: Write a personalized cover letter that explains why you are interested in this role and how your skills align with the firm's needs. Mention your enthusiasm for working in a medium-sized team and your desire for career progression.
How to prepare for a job interview at TPF Recruitment
✨Showcase Your Tax Knowledge
Make sure to brush up on your personal tax knowledge, especially around compliance and advisory work. Be prepared to discuss specific tax planning strategies you've implemented in the past, as this will demonstrate your expertise and ability to handle the firm's diverse client portfolio.
✨Highlight Relevant Experience
When discussing your background, focus on your experience within accountancy practices or specialist tax firms. Mention any specific roles where you managed a portfolio of clients, particularly those similar to the firm's clientele, such as HNWIs or overseas clients.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills in tax planning and compliance. Practice articulating how you would approach various tax situations, such as advising on share options or domicile issues, to showcase your analytical thinking.
✨Express Your Career Aspirations
The firm values career progression, so be sure to communicate your professional goals and how they align with the opportunities available at the firm. Discuss your desire to grow within the personal tax field and how you can contribute to the team's success.