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- Tasks: Prepare tax returns and provide personal tax advice to clients.
- Company: Join a friendly, family-run accountancy practice in Uppermill, supporting local businesses and individuals.
- Benefits: Enjoy a supportive work environment with opportunities for professional growth and development.
- Why this job: Make a real impact by helping clients navigate their personal tax matters while building your career.
- Qualifications: Enthusiasm for tax qualifications and strong communication skills are essential; office experience is a plus.
- Other info: Flexible working hours and a chance to learn from experienced professionals.
The predicted salary is between 28800 - 48000 £ per year.
A family run accountancy practice based in Uppermill near Oldham providing a personalised service to local business owners and individuals is seeking a tax advisor. As a Tax Advisor, you will primarily be responsible for drafting client tax returns and providing advice and guidance to clients on personal taxation matters.
The key responsibilities for the role will include, but are not limited to:
- Preparing client tax returns and managing these through to successful filing with HMRC.
- Effectively managing your portfolio of clients, whilst working closely with internal teams.
- Providing on-demand ad-hoc personal tax advice to clients.
- Dealing with PAYE and personal tax compliance matters.
- Preparation of P11D forms.
- Dealing with telephone and email queries from clients whilst ensuring a quality and efficient service is provided.
- Dealing with HMRC and other third parties on the client's behalf.
- Calculating tax rebates and liabilities for clients under the Construction Industry Scheme.
- Delivering a consistently high level of customer service.
- Delivering consistently accurate work.
What we’re looking for:
- An enthusiasm to progress towards obtaining tax qualifications (AAT, ATT, ACCA).
- Experience working in an office environment is highly desirable.
- Strong email and telephone skills.
- Efficient time and work management skills.
- Excellent attention to detail.
- Excellent written and verbal communication skills.
- Able to work to targets and meet deadlines.
- Ability to multitask and prioritise workload effectively.
- A positive 'can do' attitude.
Personal Tax Advisor employer: Agility Resoucing
Contact Detail:
Agility Resoucing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Advisor
✨Tip Number 1
Familiarise yourself with the latest tax regulations and compliance requirements in the UK. This will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the accountancy sector, especially those who work in personal tax. Attend local events or join online forums to connect with potential colleagues and gain insights into the role.
✨Tip Number 3
Prepare to discuss real-life scenarios where you've successfully managed client queries or provided tax advice. Having specific examples ready can showcase your problem-solving skills and customer service experience.
✨Tip Number 4
Research the family-run nature of the practice and think about how you can contribute to their personalised service approach. Showing that you understand their values and mission can set you apart from other candidates.
We think you need these skills to ace Personal Tax Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in tax advisory roles or similar positions. Emphasise your attention to detail, communication skills, and any previous work with HMRC or personal tax compliance.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your desire to progress towards tax qualifications and how your skills align with the responsibilities outlined in the job description.
Showcase Relevant Skills: Highlight specific skills that are crucial for the role, such as managing client portfolios, providing tax advice, and handling queries efficiently. Use examples from your past experiences to demonstrate these skills.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as this reflects your attention to detail, which is essential for a Tax Advisor.
How to prepare for a job interview at Agility Resoucing
✨Show Your Tax Knowledge
Make sure to brush up on personal taxation matters before the interview. Be prepared to discuss recent changes in tax legislation and how they might affect clients. This will demonstrate your enthusiasm for the role and your commitment to staying informed.
✨Highlight Your Client Management Skills
Since the role involves managing a portfolio of clients, be ready to share examples of how you've successfully managed client relationships in the past. Discuss your approach to providing excellent customer service and how you handle queries efficiently.
✨Demonstrate Attention to Detail
Given the importance of accuracy in preparing tax returns, be prepared to discuss how you ensure precision in your work. You might want to mention any tools or methods you use to double-check your calculations and submissions.
✨Express Your Willingness to Learn
The company is looking for someone enthusiastic about progressing towards tax qualifications. Share your plans for further education, such as pursuing AAT, ATT, or ACCA, and how you believe these qualifications will enhance your ability to serve clients effectively.
