At a Glance
- Tasks: Manage personal tax compliance clients and prepare high-quality self-assessment tax returns.
- Company: Forward-thinking accountancy practice in London with a people-first culture.
- Benefits: Competitive salary, hybrid working, strong progression support, and high-quality client work.
- Why this job: Join a supportive team and gain exposure to complex private client scenarios.
- Qualifications: ATT/CTA part-qualified or qualified with experience in UK private practice.
- Other info: Collaborative environment with opportunities for mentoring and process improvement.
The predicted salary is between 36000 - 60000 £ per year.
My client is a highly regarded, forward-thinking accountancy practice based in London, known for its people-first culture, strong values, and commitment to delivering a holistic service to private clients and business owners. They are looking to recruit a Personal Tax Senior to join their growing Personal Tax team. This is an exciting opportunity for a personal tax professional to step into a role with strong technical exposure, high-quality private client work, and clear development opportunities within a supportive team environment.
As a Personal Tax Senior, you will:
- Actively manage a portfolio of personal tax compliance clients to meet filing deadlines
- Prepare self-assessment tax returns to a high-quality standard
- Review work completed by junior team members and provide constructive feedback
- Support the training and development of junior staff
- Attend meetings with new and existing clients, maintaining excellent working relationships
- Identify advisory opportunities including share schemes, IHT and CGT planning, and referrals into the wider firm
- Liaise with the corporation tax compliance team to obtain information required for self-assessment returns
- Demonstrate strong knowledge of P11Ds, tax credits, tax codes, pension relief, gift aid relief claims, and HMRC compliance matters
- Prepare self-employed accounts and property income schedules where required
Technical Exposure
You will gain exposure to areas including:
- High-net-worth private client personal tax compliance
- Advisory-led personal tax work (CGT, IHT, share schemes and planning)
- Complex private client scenarios and HMRC interaction
- Review and mentoring responsibility
- Process improvement and service development initiatives
The Ideal Candidate
The successful candidate will be able to demonstrate:
- ATT and/or CTA part-qualified or qualified
- Strong experience within a UK private practice / accountancy firm environment
- Good technical grounding in personal tax
- Experience reviewing work and supporting junior staff
- Strong client-facing and relationship management skills
- Excellent organisational and time management skills
- Strong written communication and attention to detail
What’s on Offer
Competitive salary dependent on experience
Hybrid / flexible working
Strong progression and development support
High-quality private client work
Collaborative, people-first culture
Personal Tax Senior - London - Hybrid / Flexible Working employer: Clark Wood - Accountancy Practice & Tax Recruitment
Contact Detail:
Clark Wood - Accountancy Practice & Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior - London - Hybrid / Flexible Working
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Personal Tax Senior role.
✨Tip Number 2
Practice your pitch! You never know when you'll meet someone who could help you land a job. Prepare a short, snappy introduction about yourself and what you're looking for. Make it memorable!
✨Tip Number 3
Don’t shy away from reaching out directly to firms you admire. A quick email or message expressing your interest can go a long way. Plus, applying through our website shows you're serious about joining the team!
✨Tip Number 4
Stay positive and persistent! Job searching can be tough, but don’t get discouraged. Keep refining your skills and knowledge in personal tax, and remember, every 'no' brings you closer to a 'yes'.
We think you need these skills to ace Personal Tax Senior - London - Hybrid / Flexible Working
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Personal Tax Senior role. Highlight your personal tax compliance experience and any relevant qualifications like ATT or CTA. We want to see how you fit into our people-first culture!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about personal tax and how your background makes you a great fit for our team. Don’t forget to mention your client-facing skills and any mentoring experience you've had.
Showcase Your Technical Skills: In your application, be sure to mention your technical knowledge in areas like P11Ds, tax credits, and HMRC compliance. We’re looking for someone who can hit the ground running, so let us know what you bring to the table!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any updates. Plus, we love seeing candidates who take the initiative!
How to prepare for a job interview at Clark Wood - Accountancy Practice & Tax Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your personal tax knowledge, especially around self-assessment returns, P11Ds, and IHT planning. Being able to discuss these topics confidently will show that you're not just familiar with the basics but can handle complex scenarios.
✨Showcase Your Client Skills
Prepare examples of how you've built and maintained strong client relationships in the past. This role requires excellent relationship management skills, so be ready to share specific instances where you've successfully navigated client interactions.
✨Be Ready to Mentor
Since this position involves reviewing work and supporting junior staff, think about your mentoring experiences. Have a couple of stories ready that highlight how you've helped others grow and develop their skills.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, development opportunities, and the types of clients you'll be working with. This shows your genuine interest in the role and helps you assess if it's the right fit for you.