At a Glance
- Tasks: Manage your own client portfolio and prepare tax returns with expert support.
- Company: Respected accountancy practice offering a collaborative and flexible work environment.
- Benefits: Hybrid working, ATT study support, and ongoing mentoring for career growth.
- Other info: Supportive team culture with exposure to diverse clients and clear progression paths.
- Why this job: Join a rare junior tax role with genuine development opportunities and work-life balance.
- Qualifications: 1-3 years in personal tax; ATT students and part-qualified candidates welcome.
The predicted salary is between 40500 - 49500 £ per year.
London or Hertfordshire | Hybrid Working (1 Day in the Office) | Rare Junior Tax Opportunity
A highly respected and long-established accountancy practice is looking to appoint a Tax Semi Senior to join its growing private client tax team. If you're currently working in personal tax and looking for a role that offers genuine development, flexibility, and exposure to a high-quality client portfolio, this is an opportunity worth exploring. With just one office day per week, this role offers an excellent work-life balance while still providing the support, mentoring, and collaboration needed to progress your tax career.
Why This Opportunity Stands Out
- Rare junior tax vacancy in the current market (open to PQ candidates)
- Hybrid working with just 1 day per week in the office
- Strong training and development culture
- Exposure to a varied and interesting client base
- Clear progression opportunities
- Supportive and collaborative team environment
- Open to ATT students and part-qualified candidates
The Opportunity
Working closely with experienced tax professionals, you'll manage your own portfolio of clients while continuing to develop your technical expertise across personal tax. The client portfolio includes:
- Company directors
- Owner-managed businesses
- High-net-worth individuals
- Self-employed individuals
- Partnerships
This is an excellent platform for someone looking to build a long-term career in private client tax within a firm that genuinely invests in its people.
Key Responsibilities
- Preparing and submitting Self Assessment tax returns
- Managing a portfolio of approximately 150-200 clients
- Preparing Capital Gains Tax and ATED returns
- Assisting with P11D and PSA compliance work
- Corresponding directly with clients and HMRC
- Managing deadlines and ensuring high-quality delivery
- Building strong client relationships
About You
We are keen to hear from candidates who have:
- 1-3 years' experience in personal tax within an accountancy practice
- Experience preparing Self Assessment tax returns
- A solid understanding of personal tax compliance
- Strong communication and organisational skills
- A desire to continue developing within tax
ATT Students Encouraged to Apply
Candidates who are studying towards ATT, are part-qualified, or are planning to study are all encouraged to apply. My client is also open to candidates who have experienced exam setbacks or failed ATT exams. They understand that qualifications are not always a straightforward journey and place significant value on practical experience, attitude, and potential.
What's on Offer?
- Hybrid working with only one office day per week
- Flexible and supportive working environment
- ATT study support
- Exposure to a broad client portfolio
- Ongoing technical development and mentoring
- Genuine long-term career progression
This is one of the few junior personal tax opportunities currently available that combines strong development prospects with genuine flexibility, making it an excellent move for an ambitious tax professional looking to take the next step in their career.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Semi-senior
✨Get in Touch with Local Businesses
In tax advisory consulting, local businesses often need help with their finances and tax strategies. Don’t be shy—walk into companies nearby, introduce yourself, and let them know about your freelance services. Sometimes, a face-to-face chat can land you more work than a hundred emails!
✨Join Professional Networks
Get yourself involved in professional bodies like the Chartered Institute of Taxation or local accountants’ associations. They often host events or web seminars where you can meet potential clients and fellow freelancers in the tax field. Networking in these spaces can lead to referrals and collaborations that count!
✨Build a Stellar Online Presence
Create a professional website or a LinkedIn profile showcasing your tax advisory expertise. Share valuable insights, articles, or tax tips that demonstrate your knowledge. This not only builds credibility but also makes you more visible to those looking for freelance consultants in tax!
✨Reach Out to Your Existing Network
Don’t forget about the people you already know! Let friends, family, and previous colleagues know you’re freelancing in tax advisory. You’d be surprised how often personal connections can lead to new clients. Just a quick message can do wonders!
We think you need these skills to ace Personal Tax Semi-senior
Some tips for your application 🫡
Show Off Your Tax Knowledge:Since you’re diving into the tax advisory consulting world, make sure your CV reflects your solid understanding of tax laws and regulations. List relevant coursework or certifications—like ACA or ACCA—that showcase your expertise. Feel free to include any special projects that demonstrate your problem-solving skills in tax planning!
Build a Portfolio of Success Stories:As a freelancer, your portfolio is your calling card! Include case studies or examples of clients you’ve helped with tax strategies, showing before-and-after scenarios. This gives potential clients a taste of what you can do and how you add value. If you’ve got testimonials, even better!
Nail Your Rates and Availability:When applying to Brewer Morris, be transparent about your rates and your availability for freelance projects. Potential clients appreciate knowing what they’re getting into, so include this info concisely in your cover letter—it’ll set you apart from other applicants who leave them guessing.
Keep It Succinct and Focused:Freelance roles often look for specific skills tailored to client needs. In your cover letter to Brewer Morris, get to the point quickly and highlight how your unique skills align with their needs. Avoid fluff and stick to the essentials—this shows you respect their time and have a clear sense of purpose!
How to prepare for a job interview at Brewer Morris
✨Show Off Your Consultancy Skills
As a freelance tax adviser, you’ll need to demonstrate your consultancy skills during the interview. Be ready to discuss how you can offer tailored tax solutions to clients, showcasing your understanding of tax laws and regulations. It’s all about proving you can advise based on their specific needs!
✨Get Your Portfolio on Point
Since this is a freelance gig, your portfolio is your golden ticket! Make sure you have case studies or examples of previous tax advisory work handy. Prepare to talk about strategies you’ve used in real scenarios, and don’t shy away from showcasing your successes.
✨Brush Up on Tax Legislation
Expect some technical questions about current tax legislation and how it impacts different industries. Familiarise yourself with the latest changes in tax laws and be prepared to discuss their implications with confidence. Keeping up-to-date not only shows you're knowledgeable but also that you are proactive in your field.
✨Pitch Your Service Value
Freelancing means you’ll be competing with others in the market, so you need to pitch your value effectively. Think about your rates, what unique expertise you bring to the table, and how you can solve a potential client's problems better than anyone else. Sell yourself as the go-to advisor for their tax needs!
