At a Glance
- Tasks: Manage personal tax compliance for a diverse portfolio of clients and identify advisory opportunities.
- Company: A leading independent chartered accountancy firm with a supportive, family-run culture.
- Benefits: Full study support, hybrid working, cycle scheme, and regular social events.
- Other info: Enjoy genuine open-door access to Partners and excellent career development opportunities.
- Why this job: Gain autonomy in your role while developing valuable advisory skills in a relaxed environment.
- Qualifications: Strong personal tax compliance experience; ATT qualification preferred but practical experience is valued.
The predicted salary is between 30000 - 40000 £ per year.
Are you an experienced personal tax professional looking for a compliance-focused role that offers true portfolio ownership, a relaxed open-door culture, and clear scope to develop your advisory experience?
About the Firm
This independent 5 Partner Firm is a leading chartered accountancy practice in the West Midlands region. Operating with a close-knit, family-run environment, the firm champions autonomy and provides an exceptionally supportive atmosphere where professionals are trusted from day one. Their diverse and loyal client base spans high-net-worth individuals, professional services firms, and agricultural businesses.
As a Personal Tax Senior / Semi Senior you will:
- Manage the day-to-day compliance of a dedicated portfolio comprising 300 to 330 personal tax clients.
- Prepare and submit complex personal tax returns, P11Ds, and Capital Gains Tax returns.
- Register trusts efficiently through the formal Trust Registration Service.
- Identify and flag potential tax planning and advisory opportunities across your assigned portfolio.
As the successful candidate you will:
- Possess a strong track record of personal tax compliance experience gained within an accountancy practice environment.
- Be ATT qualified or qualified through extensive practical experience.
- Have direct experience handling or supporting a substantial portfolio of personal tax clients.
What You’ll Receive
- Full study support towards ATT and/or CTA qualifications if desired.
- Hybrid & flexible working.
- Cycle to work scheme.
- Regular social events.
- Workplace pension.
- Death in service benefit.
- Relaxed and supportive culture.
- Genuine open-door access to Partners.
- Scope to develop advisory experience.
- Autonomy to manage your own portfolio.
Personal Tax Senior/Semi Senior in Malvern employer: Austin Rose Associates
This independent 5 Partner Firm in Malvern is an exceptional employer, offering a relaxed and supportive culture that prioritises employee autonomy and development. With a commitment to professional growth, the firm provides full study support for ATT and CTA qualifications, alongside flexible working arrangements and regular social events, making it an ideal place for personal tax professionals seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior/Semi Senior in Malvern
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Austin Rose Associates. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Personal Tax Senior/Semi Senior in Malvern
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 Austin Rose Associates.
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.
Research and Reflect:Before hitting that 'apply' button on Austin Rose Associates's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Austin Rose Associates
✨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 Austin Rose Associates.
✨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 Austin Rose Associates 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 Austin Rose Associates 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.
