At a Glance
- Tasks: Manage personal tax portfolios and advise high-net-worth clients on complex tax issues.
- Company: Join MHA, a top UK accountancy firm with a people-first culture.
- Benefits: Enjoy competitive salary, professional development, and a supportive work environment.
- Other info: Flexible role with opportunities for career progression and diverse projects.
- Why this job: Make a real impact while developing your skills in a dynamic team.
- Qualifications: Experience in personal tax and a passion for client relationships.
The predicted salary is between 40000 - 50000 £ per year.
LOCATION: Peterborough
Are you ready to bring your Personal Tax expertise to a role where your skills and unique perspective can make a lasting impact?
What Sets Us Apart
At MHA, we’re about people first – our people, our clients, and the communities we serve. As one of the UK’s top 15 accountancy firms and a proud member of Baker Tilly International, the 9th largest network in the world, we are a hub of global knowledge with a strong local commitment.
Our people-focused approach truly sets us apart. Here, you won’t just be another face in the firm; you’ll be part of an ambitious, driven team dedicated to continuous learning and growth. We invest in our people because they are the foundation of our success. With access to unparalleled resources and award-winning development programmes, you’ll have the freedom to shape your career while making a meaningful impact. We take immense pride in being awarded gold for Investors in People. This recognition reflects our deep commitment to nurturing talent and ensuring every individual feels valued and supported.
Here, You’ll Go Beyond Numbers
We’re looking for a talented Personal Tax professional who thrives in a dynamic environment and embraces the chance to tackle complex challenges. At MHA, you’ll be surrounded by passionate professionals who are dedicated to making a difference. Your work in our Private Client Tax team will go beyond the numbers – it’s about building meaningful client relationships, understanding client’s wider affairs, navigating risks, and delivering insights that drive real results.
As a Personal Tax Assistant Manager in our Peterborough team, you will deal with high-net-worth individuals and their families and trusts. You will manage a Personal Tax portfolio, be responsible for the Trusts and Estates work, IHT reporting (and IHT 100 and IHT 400 forms), and will also gain exposure to a variety of projects, including working on international and cross-border tax issues, leveraging the fact that MHA is the UK independent member firm of Baker Tilly International. The role will involve elements of compliance, dispute resolution and advisory. There will be a degree of flexibility to tailor the role to the individual, with opportunities to get involved with succession planning, OMB projects, trusts and structures, and inheritance tax planning.
Most importantly, we are looking for ambitious and forward-thinking individuals who are keen to develop their skills, build great relationships with existing and future clients, and leverage the experience on offer in this role to develop their technical and soft skills to progress in their career.
The role includes but is not limited to:
- Dealing with the preparation, submission, and review of annual tax returns of all delegated clients.
- Advising clients on various private client / personal tax issues.
- Responsible for and supporting on a diverse portfolio which will include but is not limited to high-net-worth individuals, wealthy families, trusts, estates and offshore structures.
- Ensuring all tax returns are compliant with tax regulations and liaising with HMRC and clients on all personal tax issues.
- Management of HMRC interventions, including s9A enquiries, other investigations, and voluntary disclosures.
- IHT reporting, including IHT 100 and IHT 400 forms.
- Regularly updating your tax technical knowledge.
Personal Tax Assistant Manager - Peterborough in London employer: Access Accountancy
At MHA, we prioritise our people, fostering a supportive and dynamic work culture that empowers Personal Tax professionals to thrive. Located in Peterborough, our firm offers exceptional growth opportunities through award-winning development programmes and a commitment to nurturing talent, ensuring you are not just another face in the crowd but a valued member of an ambitious team. Join us to make a meaningful impact while working with high-net-worth clients and engaging in diverse projects that enhance your skills and career progression.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Assistant Manager - Peterborough in London
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Access Accountancy, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Assistant Manager - Peterborough in London
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Access Accountancy's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Access Accountancy. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Access Accountancy!
How to prepare for a job interview at Access Accountancy
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Access Accountancy.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Access Accountancy. It helps to show our commitment!
