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For Companies At a Glance
- Tasks: Join our Tax team to advise clients on personal tax matters and prepare complex tax returns.
- Company: Sopher + Co is a trusted adviser for diverse clients, established in 1975 with a focus on growth.
- Benefits: Enjoy competitive pay, fully funded study support, and extensive family benefits in a supportive environment.
- Why this job: This role offers variety, autonomy, and the chance to work with prestigious clients while developing your career.
- Qualifications: You need an ATT qualification, strong tax knowledge, and proficiency in Microsoft Office, especially Excel.
- Other info: We value change, challenge, and commitment, promoting equality and internal progression for all employees.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for the Personal Tax Assistant Manager role at Sopher + Co.
About Us
Established in 1975, Sopher + Co is a trusted business adviser for entrepreneurs, owner-managed businesses, high net worth individuals, professional partnerships, and expats. Our roots in Elstree led to our early client base in the media and entertainment industry. Since then, we have grown significantly, now spanning over 20 industries. Our success is rooted in our people—offering endless opportunities and an open-minded approach. Sopher + Co is a place where you can develop your career and ambitions while sharing our commitment to excellent client service.
Responsibilities
Due to ongoing growth, we have an excellent opportunity for an experienced Assistant Personal Tax Manager to join our Tax team in Borehamwood. The role offers variety, autonomy, and the chance to work with a broad range of clients. Key duties include:
- Advising on inheritance and succession planning, including trust matters
- Reviewing clients’ residency and non-domiciliary status, including remittance basis considerations
- Assisting with P11Ds, PSA, and ATED seasons as needed
- Conducting technical research for clients and tax consultants
- Preparing complex tax returns for diverse clients and reviewing simpler returns
- Providing support to junior team members
About You
We value our employees' achievements and recognize hard work. We seek individuals who embrace the 3 C’s—change, challenge, and commitment. The ideal candidate will have relevant experience, a keen eye for detail, and the ability to identify inaccuracies and provide solutions. Efficiency, accuracy, strong interpersonal skills, effective communication, and the ability to meet tight deadlines are essential. You should also have:
- ATT qualification
- Good knowledge of the SRT, non-domiciliary tax treatment, and remittance basis
- Solid understanding of tax software
- Strong proficiency in Microsoft Office, especially Excel, and ideally experience with CCH
- The ability to work independently and manage your workload autonomously
What We Offer
We provide a competitive package, including fully funded study support, extensive benefits for you and your family, a friendly and supportive environment, and the opportunity to work with prestigious clients. We are committed to staff development and internal progression. Sopher + Co promotes equality of opportunity and expects all employees to act in accordance with this policy.
Additional Details
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Accounting, Auditing, and Finance
- Industries: Accounting
Personal Tax Assistant Manager (T-JH-150524) employer: Sopher + Co
Contact Detail:
Sopher + Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Assistant Manager (T-JH-150524)
✨Tip Number 1
Familiarise yourself with the specific tax regulations and practices relevant to high net worth individuals and expats. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the unique needs of Sopher + Co's diverse client base.
✨Tip Number 2
Network with professionals in the tax field, especially those who have experience with inheritance and succession planning. Engaging with industry peers can provide valuable insights and potentially lead to referrals or recommendations for the role.
✨Tip Number 3
Prepare to discuss your experience with tax software and Microsoft Excel during the interview. Be ready to share specific examples of how you've used these tools to improve efficiency and accuracy in your previous roles.
✨Tip Number 4
Showcase your interpersonal skills by preparing to discuss how you've effectively communicated complex tax information to clients or team members in the past. This will highlight your ability to work collaboratively and support junior team members, which is essential for the role.
We think you need these skills to ace Personal Tax Assistant Manager (T-JH-150524)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in personal tax, particularly any roles where you've advised on inheritance and succession planning. Use specific examples to demonstrate your skills in managing complex tax returns and working with diverse clients.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role at Sopher + Co. Mention how your qualifications, such as your ATT certification and knowledge of non-domiciliary tax treatment, align with their needs. Show that you understand their commitment to client service and how you can contribute.
Highlight Key Skills: Emphasise your proficiency in tax software and Microsoft Office, especially Excel. Provide examples of how you've used these tools to improve efficiency or accuracy in your previous roles. This will show that you're well-equipped to handle the responsibilities of the position.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for a role that requires accuracy and effective communication.
How to prepare for a job interview at Sopher + Co
✨Know Your Tax Fundamentals
Brush up on your knowledge of inheritance and succession planning, as well as non-domiciliary tax treatment. Being able to discuss these topics confidently will show that you understand the core responsibilities of the role.
✨Demonstrate Attention to Detail
Prepare examples from your past work where your keen eye for detail made a difference. Highlighting your ability to identify inaccuracies and provide solutions will resonate well with the interviewers.
✨Showcase Your Technical Skills
Be ready to discuss your experience with tax software and Microsoft Excel. Providing specific examples of how you've used these tools effectively in previous roles can set you apart from other candidates.
✨Embrace the 3 C’s
Familiarise yourself with the concepts of change, challenge, and commitment. Prepare to share instances where you've embraced these values in your career, as they align closely with what Sopher + Co is looking for in a candidate.
