Senior Personal Tax Specialist | Manage 300+ Clients

Senior Personal Tax Specialist | Manage 300+ Clients

Full-Time 30000 - 40000 £ / year (est.) No working from home possible
Broughton Group

At a Glance

  • Tasks: Manage a personal tax portfolio of 300+ clients and prepare tax returns.
  • Company: Join Broughton Group, a dynamic team in Malvern.
  • Benefits: Enjoy a cycle to work scheme, pension plan, and more.
  • Other info: Work independently in a supportive environment with growth opportunities.
  • Why this job: Make a real difference in clients' lives while advancing your career.
  • Qualifications: AAT qualification or relevant tax experience required.

The predicted salary is between 30000 - 40000 £ per year.

Broughton Group is seeking a Mixed Tax Senior to join their team in Malvern on a permanent basis. The successful candidate will manage a personal tax portfolio of over 300 clients and prepare personal tax returns.

This role requires AAT qualification or relevant experience in tax, as well as the ability to work independently.

The position offers various benefits, including a cycle to work scheme and a pension plan.

Senior Personal Tax Specialist | Manage 300+ Clients employer: Broughton Group

Broughton Group is an excellent employer that values its employees by offering a supportive work culture and numerous benefits, including a cycle to work scheme and a comprehensive pension plan. Located in the picturesque town of Malvern, employees enjoy a balanced work-life environment while managing a diverse portfolio of over 300 clients, with ample opportunities for professional growth and development in the field of personal tax.

Broughton Group

Contact Details:

Broughton Group Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Personal Tax Specialist | Manage 300+ Clients

Join Tax Networks

Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.

Attend Industry Events

Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!

Leverage Social Media

Follow leading tax advisory firms, such as Broughton Group, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!

Showcase Your Knowledge

Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!

We think you need these skills to ace Senior Personal Tax Specialist | Manage 300+ Clients

AAT Qualification
Personal Tax Management
Tax Return Preparation
Client Management
Independent Working
Attention to Detail
Time Management

Some tips for your application 🫡

Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Broughton Group's eye!

Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.

Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Broughton Group. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!

Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Broughton Group!

How to prepare for a job interview at Broughton Group

Know Your Tax Fundamentals

Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!

Show Your Analytical Skills

Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Broughton Group.

Understand the Consulting Aspect

Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!

Your Long-Term Vision

As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Broughton Group. It helps to show our commitment!