At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and provide expert advisory services.
- Company: Established accountancy firm with a supportive and collaborative culture.
- Benefits: Competitive salary, flexible working, CPD training, and social events.
- Why this job: Join a dynamic team and make a real impact on clients' financial success.
- Qualifications: ATT or CTA qualified with strong personal tax compliance experience.
- Other info: Opportunities for career growth and continuous learning in a sociable environment.
The predicted salary is between 36000 - 60000 ÂŁ per year.
We are working with a well‑established accountancy and advisory firm seeking a Personal Tax Senior/Supervisor to join their growing personal tax team. This is a hands‑on role overseeing a portfolio of diverse clients, including high‑net‑worth individuals, entrepreneurs, and internationally mobile professionals.
You will be responsible for both compliance and ad‑hoc advisory work, with opportunities to develop expertise in international personal tax alongside UK‑focused matters.
Key Responsibilities- Manage a portfolio of personal tax clients, acting as their main point of contact.
- Request and collate tax return information from clients or audit teams.
- Prepare and review complex personal tax returns using specialist software (CCH).
- Liaise directly with HMRC on behalf of clients, including handling enquiries.
- Monitor WIP and raise bills promptly.
- Identify opportunities to expand services and develop new business from your portfolio.
- Attend client meetings and contribute to consultancy projects.
- Draft letters and reports for a wide range of audiences, presenting findings to clients.
- Undertake technical research in areas such as remittance basis, capital gains tax, inheritance tax, and trusts.
- ATT or CTA qualified.
- Strong experience in personal tax compliance, with exposure to international tax matters (expatriate or cross‑border assignments).
- Demonstrable experience across multiple tax cycles.
- Proficiency in tax preparation software and research platforms (e.g., Croner‑i, LexisNexis).
- Excellent written and verbal communication skills.
- Strong organisational and time‑management skills.
- Knowledge of CCH Personal Tax software.
- Previous client‑facing experience.
- Strong report and letter writing skills.
- Confident dealing with stakeholders at all levels.
- Evidence of continuous professional development.
- Competitive salary and benefits package.
- Agile working model with flexibility to balance office and remote work.
- Supportive and approachable leadership team with clear career development pathways.
- CPD training throughout the year to ensure continuous learning and technical growth.
- Sociable and collaborative culture, with regular firm‑wide events and team activities.
- Opportunity to work with a diverse client base across multiple industries.
Personal Tax Supervisor in London employer: Ambition
Contact Detail:
Ambition Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Supervisor in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method to structure your answers, showcasing your skills and experiences effectively. Remember, confidence is key!
✨Follow Up
After an interview, don’t forget to send a thank-you email! It shows your appreciation and keeps you fresh in their minds. We suggest mentioning something specific from the interview to make it personal.
✨Apply Through Our Website
If you’re keen on this Personal Tax Supervisor role, make sure to apply directly through our website. It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Personal Tax Supervisor in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Personal Tax Supervisor role. Highlight your qualifications like ATT or CTA, and any relevant experience in personal tax compliance and international matters.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention specific experiences that relate to managing a portfolio of clients and your proficiency with tax software like CCH.
Showcase Your Communication Skills: Since this role involves liaising with clients and HMRC, make sure to demonstrate your excellent written communication skills. Include examples of reports or letters you've drafted in previous roles to show off your expertise.
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’re considered for this exciting opportunity in our growing personal tax team!
How to prepare for a job interview at Ambition
✨Know Your Tax Stuff
Make sure you brush up on personal tax compliance and international tax matters. Be ready to discuss specific cases or scenarios you've handled, especially those involving high-net-worth individuals or cross-border assignments.
✨Master the Software
Familiarise yourself with CCH Personal Tax software and any other relevant platforms like Croner-i or LexisNexis. If you can demonstrate your proficiency during the interview, it’ll show you’re ready to hit the ground running.
✨Client Communication is Key
Prepare to showcase your client-facing experience. Think of examples where you’ve effectively communicated complex tax issues to clients, and be ready to discuss how you handle enquiries from HMRC.
✨Show Your Organisational Skills
Be prepared to talk about how you manage your workload and monitor WIP. Highlight any strategies you use to ensure timely billing and how you identify opportunities for expanding services within your portfolio.