At a Glance
- Tasks: Manage a diverse portfolio of clients and prepare personal tax returns.
- Company: Established Top 50 accountancy practice with over 80 years of experience.
- Benefits: Flexible dress code, 21+ days annual leave, free breakfast, and profit-sharing bonuses.
- Other info: Family-oriented culture with excellent retention rates and modern office perks.
- Why this job: Join a supportive, tech-driven environment and grow your career in tax compliance.
- Qualifications: Experience in personal tax compliance and strong communication skills required.
The predicted salary is between 40000 - 50000 £ per year.
We are a well-established, medium-sized Top 50 accountancy practice with over 80 years of experience in providing high-quality tax and accounting services. Due to exceptional growth and internal promotions, we are seeking to expand our Tax Department with the addition of a Personal Tax Compliance Senior.
The Opportunity
As a Personal Tax Compliance Senior, you will be managing your own portfolio of approximately 200 clients, including high-net-worth individuals (HNWIs), entrepreneurs, sole traders, directors, non-residents, non-doms, landlords, trusts, partnerships, and more. This is an office-based position. This is a fantastic opportunity for a tax professional with strong technical knowledge to further develop their career in a supportive, technology-driven, and family-oriented environment.
What We Offer
- Dress for your diary (flexible dress code)
- Minimum of 21 days annual leave
- Technology-enabled firm
- Family-oriented culture with strong retention rates
- Fixed profit-sharing bonus scheme available to all staff
- Modern office environment
- Cycle and Electric Vehicle work scheme
- Free breakfast and fresh fruit provided daily
Key Responsibilities
- Prepare personal tax returns for a diverse client base
- Manage and maintain strong client relationships
- Identify tax planning opportunities and provide tailored solutions
- Assist with wider compliance obligations, including CGT returns and calculations, IHT returns, trust regulations, SEIS/EIS, and handling HMRC enquiries
- Maintain accurate records and ensure timely submission of client tax filings
Ideal Candidate
- Proven experience in personal tax compliance, ideally across a broad client base including HNWIs, entrepreneurs, and trusts
- Strong technical knowledge in personal tax, including complex tax returns
- Excellent communication skills and ability to manage client relationships effectively
- Ability to work both independently and as part of a team
- Proactive mindset with the ability to identify tax planning opportunities
Personal Tax Compliance Senior employer: Accountancy Action - Your Specialist Finance Recruitment Partner
As a well-established medium-sized accountancy practice with over 80 years of experience, we pride ourselves on our supportive and family-oriented culture that fosters employee growth and retention. Our technology-driven environment offers flexible working conditions, a generous annual leave policy, and unique benefits such as a fixed profit-sharing bonus scheme and daily complimentary breakfast, making us an excellent employer for tax professionals seeking meaningful and rewarding careers.
Contact Details:
Accountancy Action - Your Specialist Finance Recruitment Partner Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Compliance Senior
✨Tip Number 1
Network like a pro! Attend industry events, webinars, or local meet-ups to connect with professionals in the tax field. You never know who might have a lead on your next opportunity!
✨Tip Number 2
Show off your expertise! Create a personal website or LinkedIn profile that highlights your skills in personal tax compliance. Share articles or insights related to tax planning to position yourself as a knowledgeable candidate.
✨Tip Number 3
Don’t just apply – engage! When you find a role that excites you, reach out to current employees or hiring managers on LinkedIn. Ask them about their experiences and express your enthusiasm for the position.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our family-oriented culture at StudySmarter.
We think you need these skills to ace Personal Tax Compliance Senior
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Personal Tax Compliance Senior role. Highlight your experience with HNWIs and complex tax returns, as this will show us you’re the right fit for our diverse client base.
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 compliance and how your background aligns with our family-oriented culture. Don’t forget to mention any specific achievements that demonstrate your expertise.
Showcase Your Technical Knowledge:We’re looking for someone with strong technical knowledge in personal tax. Be sure to include relevant qualifications and experiences that showcase your ability to handle complex tax situations and compliance obligations.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest 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 Accountancy Action - Your Specialist Finance Recruitment Partner
✨Know Your Tax Stuff
Brush up on your personal tax knowledge, especially around complex returns and compliance obligations. Be ready to discuss specific scenarios you've handled, particularly with high-net-worth individuals and trusts, as this will show your expertise.
✨Showcase Your Client Management Skills
Prepare examples of how you've built and maintained strong client relationships in the past. Think about times when you identified tax planning opportunities for clients and how you communicated those effectively.
✨Be Proactive and Solution-Oriented
During the interview, demonstrate your proactive mindset by discussing how you've approached challenges in tax compliance. Share instances where you’ve gone above and beyond to provide tailored solutions for clients.
✨Familiarise Yourself with the Firm's Culture
Research the company’s family-oriented culture and technology-driven environment. Be prepared to discuss how you can contribute to this culture and how it aligns with your own values, especially regarding teamwork and support.
