At a Glance
- Tasks: Prepare and submit personal tax returns while mentoring junior team members.
- Company: Join a growing accountancy and advisory firm with a supportive culture.
- Benefits: Competitive salary, hybrid working, 25 days leave, and enhanced pension.
- Why this job: Develop your tax expertise and build strong client relationships in a dynamic environment.
- Qualifications: ATT qualified with experience in personal tax and client management.
- Other info: Great opportunity for career progression in a collaborative tax team.
Make your application after reading the following skill and qualification requirements for this position.
Permanent | Full-time
Adele Carr Recruitment is proud to be partnering with a well-established and growing accountancy and advisory firm to recruit an experienced Tax Associate / Tax Senior to join their expanding personal tax team. This role offers the opportunity to work closely with a varied client portfolio, including high-net-worth individuals, owner-managed businesses, and professionals, while developing both technical expertise and client-facing skills within a supportive environment.
The Role
- Delivering high-quality personal tax compliance and advisory services.
- Supporting and mentoring junior team members.
- Preparing and submitting personal tax returns for a diverse client base.
- Reviewing tax work completed by junior colleagues to ensure accuracy and compliance.
- Providing guidance, coaching, and technical support to junior staff.
- Advising on personal tax matters including capital gains tax, inheritance tax, and residency.
- Building and maintaining strong client relationships and acting as a trusted adviser.
- Identifying opportunities to provide additional advisory support.
- Ensuring deadlines are met and work is completed in line with HMRC requirements.
About You
- ATT qualified as a minimum (CTA or equivalent experience advantageous).
- Strong background in personal tax gained within practice.
- Experience managing a client portfolio and reviewing work.
- Excellent attention to detail and a high standard of technical accuracy.
- Confident communicator with strong organisational and time-management skills.
What’s on Offer
- Competitive salary and benefits package.
- Hybrid working model.
- Opportunity to be based in either the Preston or Lancaster office.
- 25 days annual leave plus bank holidays.
- Option to purchase additional holiday.
- Enhanced pension, life assurance, and family-friendly policies.
- Flexible benefits including healthcare options, cycle to work, and wellbeing support.
If you’re looking to progress your career within a collaborative and forward-thinking tax team, we’d love to hear from you.
Tax Associate / Tax Senior in Lancaster employer: Adele Carr
Contact Detail:
Adele Carr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Associate / Tax Senior in Lancaster
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that Tax Associate or Senior role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client management skills. Be ready to discuss your experience with personal tax compliance and how you've supported junior colleagues in the past.
✨Tip Number 3
Showcase your soft skills! As a Tax Associate/Senior, you'll need to build strong client relationships. Practice articulating how you've successfully communicated complex tax matters to clients in an easy-to-understand way.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Tax Associate / Tax Senior in Lancaster
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your personal tax expertise and any relevant qualifications like ATT or CTA. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about personal tax and how your background makes you a great fit for our firm. Keep it engaging and personal – we love to see your personality!
Showcase Your Client Management Skills: Since this role involves managing a varied client portfolio, be sure to mention any experience you have in building client relationships. We’re looking for someone who can act as a trusted adviser, so share examples of how you've done this in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Adele Carr
✨Know Your Tax Stuff
Brush up on your knowledge of personal tax compliance and advisory services. Be ready to discuss specific tax matters like capital gains tax and inheritance tax, as well as any recent changes in legislation that could affect clients.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your ability to build strong relationships and act as a trusted adviser, as this is crucial for the role.
✨Demonstrate Leadership Potential
Since mentoring junior staff is part of the job, think of instances where you've provided guidance or support to colleagues. This will show your capability to lead and develop others within the team.
✨Be Organised and Timely
Discuss your time-management strategies and how you ensure deadlines are met. Mention any tools or methods you use to stay organised, especially when handling multiple clients and their tax returns.