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- Tasks: Join our team as a Personal Tax Executive, advising high net worth clients and managing diverse tax projects.
- Company: Bishop Fleming is a leading independent provider of audit, accountancy, tax, and advisory services in the UK.
- Benefits: Enjoy 25 days holiday, hybrid working, a contributory pension scheme, and access to numerous perks.
- Why this job: This role offers clear progression, flexible working, and the chance to develop your tax expertise.
- Qualifications: You should have ATT or ACA/ACCA qualifications and experience in personal tax compliance.
- Other info: We promote an inclusive culture and support work-life balance for all employees.
The predicted salary is between 36000 - 60000 £ per year.
We are looking to recruit a talented Personal Tax Executive to join our expanding Personal Tax/Private Client team. This role will give you the opportunity to work with and advise a range of clients including high net worth individuals, private clients, business owners and directors.
Thispositioncanoffer a clear progression path and will enable you to develop your tax knowledge further through the completion of interesting and diverse pieces of work. You will need to be passionate about delivering an excellent service to your clients and will enjoy coaching and developing more junior team members into becoming competent tax professionals.
This role will enable you to take full advantage of the hybrid working that we offer to all of our people. Whether you’re working from the office, from home or from a client site, we support our people to achieve the right balance of flexibility in line with delivering excellent client service.
Full study support (CTA, ACA, or ACCA) is available with this position if required.
Responsible for providing a comprehensive tax compliance service to a broad portfolio of clients, this role will allow you to build advisory experience whilst utilising the strong tax compliance experience you will have already gained.
Day to day responsibilities will include:
- Personal Tax compliance completion and reviews for a range of individuals, partnerships and trusts and estates
- Remuneration planning for company directors and shareholders including advising on benefits in kind
- Capital tax planning
- Property tax projects
- Inheritance tax reviews and reports
- Supporting Partners and Managers on delivery of tax advisory assignments and planning projects
- Wealth Management advice
There is scope to shape this role to the experience and motivations of the appointed candidate.
About You
To be considered for the role, you will have:
- The ATT or ACA/ACCA qualification (or equivalent). Being CTA qualified or part qualified, or looking to study towards the CTA qualification would be advantageous
- Tax compliance experience gained from within a mixed tax and/or personal tax environment
- Excellent communication and interpersonal skills that enable you to build rapport with people at various levels
- Strong organisational skills and the ability to work well under pressure
Why Bishop Fleming?!
Bishop Fleming is leading independent provider ofaudit,accountancy,tax, andadvisoryservices in the UK. With a turnover of £43.1m, the firm saw growth of almost 13% per cent over the last 12 months.
From owner-managed businesses, SMEs, and large businesses; to entrepreneurs and private individuals; Bishop Fleming offers full services across a diverse range of sectors, including:
Automotive,Charities and Not for Profit,Education,Energy, Renewables and Natural Resources, Financial Services,Food and Drink,Healthcare,Hospitality and Leisure,Housing Associations,Manufacturing,Private Client,Professional Services,Public Sector,Real Estate and Construction,Technology, Media and Telecomms, andTransport and Logistics.
Bishop Fleming is currently ranked fifth in the Accountancy Age Mid-Tier Power Index and is also the largest provider of audit services to multi-academy trusts in the academy sector.
With 9officesspanning from the West Midlands to the South West, the firm has 40 partners and nearly 500 staff, and is a certified Great Place to Work.
Bishop Fleming is a member of Kreston Global, a global network of independent accounting firms in more than 100 countries.
If that’s not enough, we offer a fantastic range of benefits including:
- 25 days holiday plus bank holidays plus Christmas off!
- Hybrid working
- A contributory Pension scheme
- Life assurance
- Simply Health cashback plan including access to 24/7 online GP service and counselling services
- Perkbox discounts and rewards platform with over 4,000 perks and discounts
- Yulife employee wellbeing app
- Social events with active social committees that plan internal and external events
- Numerous opportunities for development
Please contactSeyi Oseni, ResourcingAdministratorifyou would like to discuss this opportunity further.
We welcome applicants who would like the flexibility in their working arrangements, including working from home or part time working, which may help to accommodate parent or carer responsibilities, further studies and activities outside of work.
We are committed to welcoming new people into an inclusive working environment, where everyone is given equal opportunity to reach their full potential. We support a culture where people are valued and treated fairly with respect and differences are understood and celebrated.
The more varied our workforce, the broader the expertise within our business. The broader our expertise, the greater our chances of innovation and success. That\’s why we\’re committed to equality of opportunity, diversity and inclusion at every level.
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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 specific tax compliance services mentioned in the job description. Understanding personal tax compliance, remuneration planning, and capital tax planning will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Network with professionals in the tax field, especially those who work with high net worth individuals or private clients. This can provide you with insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Showcase your communication and interpersonal skills by preparing examples of how you've built rapport with clients or colleagues in previous roles. This is crucial for a position that involves advising clients and coaching junior team members.
✨Tip Number 4
Research Bishop Fleming's values and culture, particularly their commitment to diversity and inclusion. Being able to align your personal values with theirs can 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 mention your communication skills and ability to work under pressure.
Craft a Compelling Cover Letter: In your cover letter, express your passion for delivering excellent client service and your enthusiasm for coaching junior team members. Mention specific experiences that demonstrate your ability to handle diverse tax projects.
Showcase Your Tax Knowledge: Include examples of your previous work in personal tax compliance, capital tax planning, and inheritance tax reviews. This will show the employer that you have the necessary expertise and are ready to take on the responsibilities of the role.
Highlight Your Adaptability: Since the role offers hybrid working, mention your flexibility and experience in adapting to different working environments. This could include remote work, office settings, or client site visits, showcasing your ability to maintain productivity in various situations.
How to prepare for a job interview at Bishop Fleming UK
✨Know Your Tax Fundamentals
Brush up on your personal tax knowledge, especially around compliance and planning. Be prepared to discuss specific tax scenarios and how you would approach them, as this role requires a solid understanding of tax regulations.
✨Demonstrate Client-Focused Mindset
Showcase your passion for delivering excellent client service. Prepare examples of how you've successfully built relationships with clients in the past, particularly high net worth individuals or business owners.
✨Highlight Your Communication Skills
Since this role involves advising clients and coaching junior team members, be ready to demonstrate your communication and interpersonal skills. Think of instances where you've effectively conveyed complex information to clients or colleagues.
✨Discuss Your Career Development Goals
Express your enthusiasm for professional growth, especially regarding the CTA qualification. Share your aspirations and how you see this role fitting into your long-term career path, which will resonate well with the company's commitment to development.
