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For Companies At a Glance
- Tasks: Manage personal tax portfolios and prepare self-assessment returns for partners.
- Company: Established professional services firm with a supportive culture.
- Benefits: Competitive salary, hybrid working, and strong wellbeing initiatives.
- Why this job: Join a collaborative team and make a real impact in personal tax.
- Qualifications: 3+ years in personal tax, strong MS Office skills, and excellent communication.
- Other info: Diverse and inclusive environment with long-term career development opportunities.
The predicted salary is between 50000 - 65000 £ per year.
A well established professional services firm is seeking a Tax Senior with a minimum of 3 years' experience in personal tax to join its respected Private Wealth team in Bristol. This is an excellent opportunity to take on a key role preparing Partners' self assessment tax returns within a collaborative and long standing Tax & Trust Accounting team.
The Role
- You'll be responsible for managing a varied portfolio of personal tax work, including:
- Preparing Partners' self assessment tax returns
- Arranging payment of tax liabilities and liaising with internal and external stakeholders
- Ensuring compliance with all relevant personal tax legislation
- Providing ad hoc advice on personal tax queries throughout the year
- Supervising and supporting two Tax Apprentices
- Contributing to a supportive and collaborative team culture
Candidate Requirements
- This role is suited to an experienced tax professional with:
- Minimum 3 years' experience in a personal tax environment
- Strong proficiency in MS Outlook, Word and Excel
- Experience preparing partners' self assessment tax returns (Desirable)
- Experience with trusts, Inheritance Tax, and CCH tax software
- Excellent communication and interpersonal skills
- High attention to detail and accuracy
- A proactive, organised and motivated approach
Benefits
- The firm offers:
- A supportive, people focused culture with strong wellbeing initiatives
- Hybrid working (typically 3 days office / 2 days home, with flexibility)
- Opportunities for part time working
- A diverse and inclusive environment supported by active colleague networks
- Long term career development within a stable and collaborative team
The firm is committed to inclusive recruitment. Adjustments can be made to support candidates with disabilities or long term conditions, and applicants who meet the minimum criteria may opt into the guaranteed interview scheme.
If this opportunity sounds of interest or you'd like a confidential conversation about your next career move, please contact: Olivia Reed Email: oliviareed@chadwicknott.co.uk Phone: 0117 917 1515 / 07711 799761
The firm is an equal opportunities employer and welcomes applications from all qualified candidates.
Tax Senior - Private Wealth - Bristol - 3+ Years PQE employer: Chadwick Nott
Contact Detail:
Chadwick Nott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Senior - Private Wealth - Bristol - 3+ Years PQE
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field, especially those who might know about opportunities in private wealth. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your personal tax knowledge and recent legislation changes. We want you to feel confident discussing your experience with self-assessment tax returns and compliance during those crucial conversations.
✨Tip Number 3
Showcase your soft skills! Communication and teamwork are key in this role, so be ready to share examples of how you've collaborated with others or supported junior team members in your previous positions.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Tax Senior - Private Wealth - Bristol - 3+ Years PQE
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your 3+ years in personal tax and any relevant software experience to catch our eye!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the Tax Senior role. Share specific examples of your past work, especially around preparing self-assessment tax returns and managing portfolios.
Showcase Your Soft Skills: We love candidates who can communicate well and work collaboratively. Mention any experiences where you've supported team members or contributed to a positive team culture.
Apply Through Our Website: For the best chance of success, make sure to apply through our website. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Chadwick Nott
✨Know Your Tax Stuff
Make sure you brush up on personal tax legislation and the specifics of preparing self-assessment tax returns. Being able to discuss your experience with trusts and Inheritance Tax will show that you're not just familiar with the basics, but that you can handle the complexities of the role.
✨Showcase Your Team Spirit
Since this role involves supervising Tax Apprentices and contributing to a collaborative culture, be ready to share examples of how you've worked well in teams. Highlight any mentoring or leadership experiences you've had to demonstrate your ability to support others.
✨Get Familiar with Their Tools
If you know the firm uses CCH tax software, make sure you're comfortable discussing your experience with it or similar tools. Mentioning your proficiency in MS Outlook, Word, and Excel is also key, as these are essential for managing your workload effectively.
✨Prepare Questions That Matter
Think about what you want to know regarding their team culture and career development opportunities. Asking insightful questions shows your genuine interest in the role and helps you assess if the firm is the right fit for you.
