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- Tasks: Join our team as a Personal Tax Executive, advising high net worth clients on tax compliance and planning.
- Company: Bishop Fleming is a top independent accounting firm in the UK, known for its supportive culture and growth.
- Benefits: Enjoy hybrid working, full study support, health cashback plans, and social events.
- Why this job: This role offers clear progression, diverse work, and the chance to develop your tax expertise.
- Qualifications: You should have an ATT or ACA/ACCA qualification; CTA part-qualified status is a plus.
- Other info: We embrace flexible working arrangements to fit your studies and personal commitments.
The predicted salary is between 28800 - 43200 £ per year.
Employer Location: Worcester, Cheltenham, Truro
Salary: Competitive
Closing date: 30 Jun 2025
We are looking to recruit a talented Personal Tax Executive to join our expanding Personal Tax / Private Client team. This role offers the opportunity to work with and advise a range of clients including high net worth individuals, private clients, business owners, and directors.
This position can offer a clear progression path and will enable you to develop your tax knowledge further through diverse and interesting work. You should be passionate about delivering excellent client service and enjoy coaching and developing junior team members into competent tax professionals.
The role supports hybrid working, allowing work from the office, home, or client site, with an emphasis on flexibility to balance work and personal commitments.
Full study support (CTA, ACA, or ACCA) is available if needed.
Key responsibilities include:
- Tax compliance for individuals, partnerships, trusts, and estates
- Remuneration planning and benefits advice for directors and shareholders
- Capital tax planning, property tax projects, inheritance tax reviews
- Supporting advisory and planning projects
- Wealth management advice
There is scope to tailor this role based on the candidate\’s experience and motivations.
About You
To be considered, you should have:
- ATT or ACA/ACCA qualification (or equivalent); CTA qualification or part-qualified status is advantageous
- Tax compliance experience in a mixed or personal tax environment
- Excellent communication and interpersonal skills
- Strong organisational skills and ability to work under pressure
Why Bishop Fleming?
Bishop Fleming is a leading independent provider of accounting and financial services in the UK, with a turnover of £[amount]. The firm has grown by nearly 13% in the last year and offers services across various sectors, including financial services, SMEs, and private clients.
The firm is ranked fifth in the Accountancy Age Mid-Tier Power Index, with 40 partners and nearly 500 staff, and is a Great Place to Work.
Benefits include:
- Contributory pension scheme
- Life assurance
- Health cashback plan and online GP services
- Perkbox discounts
- Yulife wellbeing app
- Social events
For more information, contact Seyi Oseni.
We welcome applications from those seeking flexible working arrangements, including remote or part-time work, to accommodate personal responsibilities and studies.
We are committed to diversity and inclusion, ensuring equal opportunities for all employees and fostering a respectful and supportive environment.
Company Overview
Bishop Fleming offers a unique culture focused on investing in our people. With offices across the South West and West Midlands, the firm recruits for graduate and industrial placement positions in accountancy, audit, and tax, providing real responsibility and diverse experience.
Visit our careers site and Glassdoor page for more insights.
Company info: Website | Telephone: 01392 448800 | Location: Stratus House, Exeter, EX13QS, United Kingdom
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Tax Personal Tax • Worcester, Cheltenham, Truro
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Personal Tax Executive employer: Bishop Fleming UK
Contact Detail:
Bishop Fleming UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Executive
✨Tip Number 1
Familiarise yourself with the latest tax regulations and compliance requirements in the UK. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the tax industry, especially those who work at Bishop Fleming or similar firms. Attend relevant events or join online forums to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 3
Prepare to discuss specific examples of how you've delivered excellent client service in previous roles. Highlight any experiences where you've coached or developed junior team members, as this aligns with the responsibilities of the Personal Tax Executive role.
✨Tip Number 4
Research Bishop Fleming's values and recent achievements. Being able to articulate why you want to work for them specifically will show your genuine interest and help you make a strong impression during the interview process.
We think you need these skills to ace Personal Tax Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in personal tax compliance and advisory roles. Emphasise any qualifications like ATT, ACA, or ACCA, and include specific examples of your work with high net worth individuals or business owners.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for delivering excellent client service. Mention your interest in coaching junior team members and how your skills align with the responsibilities outlined in the job description.
Highlight Relevant Skills: In your application, focus on your communication and organisational skills. Provide examples of how you've successfully managed multiple tasks under pressure, as this is crucial for the role.
Show Enthusiasm for Continuous Learning: Express your eagerness to develop your tax knowledge further, especially regarding the full study support for CTA, ACA, or ACCA. This shows your commitment to professional growth and aligns with the company's values.
How to prepare for a job interview at Bishop Fleming UK
✨Showcase Your Tax Knowledge
Make sure to brush up on your tax compliance knowledge, especially in personal tax. Be prepared to discuss specific cases or scenarios you've handled in the past, as this will demonstrate your expertise and ability to advise clients effectively.
✨Emphasise Client Service Skills
Since the role involves advising high net worth individuals and private clients, highlight your experience in delivering excellent client service. Share examples of how you've built relationships with clients and resolved their issues, showcasing your interpersonal skills.
✨Demonstrate Organisational Skills
The job requires strong organisational skills, so be ready to discuss how you manage your workload and prioritise tasks. You might want to share a time when you successfully handled multiple projects under pressure, illustrating your ability to stay organised.
✨Express Your Passion for Development
Bishop Fleming values coaching and developing junior team members, so express your enthusiasm for mentoring others. Talk about any previous experiences where you've helped colleagues grow in their roles, which will show that you're a team player who cares about professional development.
