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- Tasks: Manage personal tax clients and ensure compliance with HMRC.
- Company: Join a forward-thinking firm of Chartered Accountants in Winchester.
- Benefits: Enjoy study support and opportunities for professional growth.
- Why this job: Gain valuable experience in tax advisory and client management.
- Qualifications: 3-4 years of personal tax experience; ATT/CTA preferred but QBE accepted.
- Other info: Supportive team environment with opportunities to assist junior staff.
The predicted salary is between 36000 - 60000 £ per year.
Our client, an established, forward thinking firm of Chartered Accountants, based in Winchester are seeking a Tax Senior/Assistant Manager to join their expanding team. You will be responsible for a portfolio of personal tax clients, dealing with compliance matters as well as exposure to advisory including IHT, CGT and trusts and providing advice. Duties include:- Managing a portfolio of personal tax clients and ensuring compliance with HM Revenue & Customs and in-house deadlines Preparing and processing self-assessment tax returns for individuals, partnerships and trusts Calculation and advice of liabilities, together with due dates of payment to client Assisting with client queries and providing ad hoc advice where requested with the support of senior members of staff Billing personal portfolio clients after work completed Dealing with correspondence, telephone calls and arranging and attending meetings with clients and potential clients Assisting partners and senior staff members with technical queries Providing assistance to junior members of the team where appropriate Dealing with HMRC correspondence, telephone calls and enquiries Supporting other Departments when required You will ideally have at least 3-4 years personal tax experience and ideally hold a relevant qualification such as ATT and/or CTA, although QBE will be considered. Study support may a…
Personal Tax Senior/Assistant Manager employer: Accountancy Expertise Ltd
Contact Detail:
Accountancy Expertise Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior/Assistant Manager
✨Tip Number 1
Make sure to familiarize yourself with the latest personal tax regulations and compliance requirements in the UK. This knowledge will not only help you during the interview but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the accounting and tax industry, especially those who work in personal tax. Attend relevant seminars or webinars to connect with potential colleagues and learn more about the firm’s culture and expectations.
✨Tip Number 3
Prepare to discuss specific examples from your previous experience where you successfully managed client portfolios or resolved complex tax issues. This will showcase your problem-solving skills and ability to handle responsibilities similar to those listed in the job description.
✨Tip Number 4
Research the firm’s values and recent developments in their services. Being able to articulate how your personal values align with theirs can set you apart as a candidate who is genuinely interested in contributing to their team.
We think you need these skills to ace Personal Tax Senior/Assistant Manager
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description. Understand the responsibilities and requirements for the Personal Tax Senior/Assistant Manager position, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize your personal tax experience, particularly any work with compliance matters, self-assessment tax returns, and advisory roles. Use specific examples to demonstrate your expertise.
Showcase Qualifications: If you hold relevant qualifications such as ATT or CTA, make sure to mention them prominently in your application. If you have QBE experience, explain how it has prepared you for this role.
Personalize Your Cover Letter: Write a personalized cover letter that addresses the firm directly. Mention why you are interested in working with them and how your skills align with their needs, especially in managing a portfolio of personal tax clients.
How to prepare for a job interview at Accountancy Expertise Ltd
✨Showcase Your Tax Knowledge
Make sure to brush up on personal tax regulations, especially around compliance and advisory matters like IHT, CGT, and trusts. Being able to discuss these topics confidently will demonstrate your expertise and readiness for the role.
✨Prepare for Client Scenarios
Think about potential client queries you might encounter and how you would address them. This could include preparing self-assessment tax returns or dealing with HMRC correspondence. Showing that you can handle real-world situations will impress your interviewers.
✨Highlight Your Teamwork Skills
Since the role involves assisting junior members and collaborating with senior staff, be ready to share examples of how you've successfully worked in a team. Discuss any mentoring experiences or times when you supported colleagues with technical queries.
✨Demonstrate Your Organizational Skills
Managing a portfolio of clients requires excellent organizational abilities. Be prepared to talk about how you prioritize tasks, meet deadlines, and ensure compliance with both internal and external requirements.
