At a Glance
- Tasks: Prepare personal tax returns and assist clients with their tax obligations.
- Company: Leading accountancy firm with a strong focus on client service.
- Benefits: Competitive salary, study support for professional qualifications, and career development.
- Other info: Opportunity for growth in a supportive environment with a focus on quality.
- Why this job: Join a dynamic team and make a real impact in personal tax compliance.
- Qualifications: Experience in tax/accountancy and pursuing or holding relevant professional qualifications.
The predicted salary is between 37500 - 42500 £ per year.
A leading accountancy firm is seeking a Personal Tax Senior Associate to join their established Private Client Tax team in Belfast. In this role, you will play a key part in delivering personal tax compliance services, supporting clients with their tax obligations, and handling compliance for a varied private client portfolio.
Key Responsibilities
- Prepare private client and personal tax returns (including employment income, investments, and rental adjustments) for review with minimal adjustments.
- Assist in drafting final tax computations and handling electronic submissions to HMRC.
- Communicate professionally with clients to gather required financial documentation and resolve routine queries.
- Liaise directly with HMRC via phone to trace payments, process repayments, and address basic technical queries.
- Support technical research regarding core tax compliance areas, including capital allowances and expense deductibility.
- Manage job budgets, monitor chargeable time, and identify opportunities for workflow improvements.
Key Requirements & Skills
- Experience: Proven experience working within a tax or accountancy practice environment.
- Qualifications: Currently studying toward, or fully qualified in, professional accounting/tax credentials (e.g., ATT, CTA, ACA, ACCA, CA), or equivalent qualified-by-experience (QBE).
- Technical Proficiency: Experience using tax and practice management software alongside the MS Office suite.
- Knowledge: Sound understanding of UK personal tax regulations, tax codes, rates, and allowable expenses.
- Soft Skills: Strong professional communication skills, excellent attention to detail, and a focus on delivering high-quality client service.
Amicus Search & Recruitment manage a strict data protection policy ensuring your information and all forms of communication are held in strict confidence.
Personal Tax Senior employer: Amicus Search & Recruitment
As a top-tier construction and projects practice, our client offers an exceptional work environment in London, characterised by a collaborative culture that values innovation and professional growth. Employees benefit from real transaction responsibility and exposure to high-profile projects, ensuring meaningful contributions to the field of real estate finance and development. With strong access to a booming market and opportunities for international experience, this role is perfect for those seeking a rewarding career in a dynamic and supportive setting.
Contact Details:
Amicus Search & Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior
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We think you need these skills to ace Personal Tax Senior
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Amicus Search & Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
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How to prepare for a job interview at Amicus Search & Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Amicus Search & Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Amicus Search & Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Amicus Search & Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
