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 growth and diverse projects.
- Why this job: Make a real impact while building meaningful client relationships in a dynamic team.
- Qualifications: Experience in personal tax and strong communication skills are essential.
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, 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.
Personal Tax Assistant Manager - Peterborough 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. With a focus on meaningful client relationships and complex challenges, you'll have the chance to make a real impact while enjoying the benefits of being part of one of the UK's top accountancy firms.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Assistant Manager - Peterborough
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more you engage, the better your chances of landing that Personal Tax Assistant Manager role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, be ready to discuss your experience with high-net-worth individuals and complex tax issues. Make it clear how you can add value to their team at MHA.
✨Tip Number 3
Don’t just apply – stand out! When you’re applying through our website, tailor your application to highlight your personal tax expertise and your passion for client relationships. We love seeing candidates who really understand what we’re about.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’d be a perfect fit for the team.
We think you need these skills to ace Personal Tax Assistant Manager - Peterborough
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Personal Tax Assistant Manager role. Highlight your expertise in personal tax, compliance, and client management to show us you’re the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about personal tax and how your unique perspective can contribute to our team. Don’t forget to mention any relevant projects or experiences!
Showcase Your Soft Skills:We value relationships just as much as technical skills. In your application, highlight your ability to build rapport with clients and work collaboratively with colleagues. Let us know how you’ve navigated challenges in the past!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Access Accountancy
✨Know Your Tax Stuff
Brush up on your personal tax knowledge, especially around IHT reporting and compliance. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax issues, as this will show your expertise and confidence in the field.
✨Showcase Your People Skills
Since MHA values client relationships, prepare examples of how you've built rapport with clients in the past. Think about times when you’ve gone above and beyond to understand a client's needs or resolve their issues, as this will highlight your people-focused approach.
✨Be Ready for Scenario Questions
Expect questions that ask how you would handle specific tax situations or client interactions. Practise articulating your thought process clearly, demonstrating your problem-solving skills and ability to think on your feet, which are crucial for this role.
✨Emphasise Continuous Learning
MHA is all about growth and development, so be prepared to discuss how you stay updated with tax regulations and trends. Share any relevant courses, certifications, or professional development activities you've engaged in, showing your commitment to evolving in your career.
