At a Glance
- Tasks: Manage personal tax for healthcare clients and provide expert advice.
- Company: Established accountancy practice focused on healthcare professionals.
- Benefits: Autonomy, long-term client relationships, and career progression opportunities.
- Other info: Opportunity for practice management and succession planning.
- Why this job: Join a trusted team and make a real impact in the healthcare sector.
- Qualifications: Experience in healthcare tax and personal tax management required.
The predicted salary is between 40500 - 49500 £ per year.
An established independent accountancy practice in Old Trafford is looking for an experienced Healthcare Personal Tax Specialist to join its specialist team. The practice has a long-established client base, with a particular focus on GPs, medical consultants, dentists, pharmacists and other healthcare professionals.
This is an excellent opportunity for someone with healthcare-sector tax experience who wants genuine autonomy, long-term client responsibility and the opportunity to become a key figure within an established practice. Working initially alongside the practice owner, you will gradually take responsibility for an established portfolio, becoming the trusted day-to-day adviser to your clients. There is also potential for the right individual to become involved in the long-term succession planning of the practice.
THE ROLE
You will have a strong focus on personal tax, alongside wider accounting and advisory responsibilities.
KEY AREAS WILL INCLUDE
- Managing an established portfolio of healthcare clients
- Preparing and reviewing personal tax returns
- Providing personal tax advice and planning
- Working with GPs, dentists, pharmacists, consultants and other medical professionals
- Dealing with clients with varied income streams, investments and business interests
- Applying knowledge of healthcare-specific tax and accounting considerations
- Reviewing accounts and identifying tax or accounting issues
- Liaising with clients, HMRC and other stakeholders
- Increasingly taking ownership of client relationships and the wider portfolio
What We're Looking For
Healthcare experience is essential. You should have previous experience within an accountancy practice and a strong background in personal tax, ideally with exposure to:
- GP and medical partnerships
- Healthcare professionals
- NHS-related income and pensions
- Healthcare VAT and/or locum taxation
- Tax planning and advisory work
ACA, ACCA, CTA, part-qualified or QBE candidates will be considered. Technical ability, healthcare experience and the confidence to manage clients autonomously are more important than qualification status alone.
This is more than a traditional tax role. The owner is looking to gradually reduce his day-to-day involvement and is seeking someone he can trust to take care of his established client base. For the right person, there is a genuine opportunity to progress towards greater responsibility, practice management and part of the long term succession planning of the practice. If you have the healthcare tax experience and are looking for a role with autonomy, stability and genuine long-term potential, this could be an excellent opportunity.
Healthcare Personal Tax Specialist in Trafford employer: Butler Rose Ltd
Butler Rose Ltd is an excellent employer, offering a supportive and friendly work environment in Lancaster that fosters collaboration and teamwork. With competitive pay and opportunities for professional growth, employees can thrive while contributing to the smooth operation of finance processes during busy periods. The company values attention to detail and provides a platform for individuals to enhance their skills in accounting and administration.
StudySmarter Expert Advice🤫
We think this is how you could land Healthcare Personal Tax Specialist in Trafford
✨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 Butler Rose Ltd. 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 Healthcare Personal Tax Specialist in Trafford
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 Butler Rose Ltd.
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 Butler Rose Ltd'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 Butler Rose Ltd
✨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 Butler Rose Ltd.
✨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 Butler Rose Ltd 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 Butler Rose Ltd 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.
