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- Tasks: Manage personal tax clients and prepare self-assessment tax returns.
- Company: Join a dynamic tax team at Clark Wood, known for its supportive culture.
- Benefits: Enjoy hybrid working options, competitive salary, and ongoing professional development.
- Why this job: Gain hands-on experience with diverse clients and clear career progression opportunities.
- Qualifications: Previous personal tax experience in a UK accountancy practice; ATT qualified or studying towards CTA.
- Other info: No visa sponsorship available; contact Will Langdon for more details.
The predicted salary is between 43200 - 72000 £ per year.
Managing a portfolio of personal tax clients, including HNWIs, business owners, sole traders, and partnerships.
Preparing and reviewing self-assessment tax returns, ensuring accuracy and compliance with HMRC regulations.
Providing tax planning advice on income tax, capital gains tax (CGT), and inheritance tax (IHT).
Assisting with HMRC enquiries and liaising with clients to resolve tax-related queries.
Supporting tax advisory projects, including residence and domicile issues, trusts, and estate planning.
Working closely with senior team members to identify tax-saving opportunities for clients.
Supporting junior team members and assisting in their technical development.
Previous experience in personal tax within a UK accountancy practice.
ATT qualified or studying towards CTA (or equivalent experience).
Strong knowledge of self-assessment, CGT, IHT, and trust taxation.
Experience with tax software such as CCH, Digita, or similar.
Excellent client communication skills, with the ability to explain complex tax matters in a clear and approachable way., This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.
Competitive salary and benefits package.
Hybrid working options to support work-life balance.
Ongoing professional development, with full study support for CTA if required.
Exposure to a diverse and interesting client base, offering excellent hands-on experience.
Clear career progression within a supportive and dynamic tax team.
For more information please contact Will Langdon at Clark Wood – will@clark-wood.co.uk / 07920557121, Will Langdon
Director
will.langdon@clark-wood.co.uk
07920 557121
Personal Tax Senior employer: Clark Wood Ltd.
Contact Detail:
Clark Wood Ltd. Recruiting Team
+44557121
will.langdon@clark-wood.co.uk
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior
✨Tip Number 1
Make sure to highlight your experience with personal tax in a UK accountancy practice during any networking opportunities. Connect with professionals in the field on platforms like LinkedIn and engage in discussions about current tax issues to showcase your knowledge.
✨Tip Number 2
Familiarize yourself with the latest HMRC regulations and tax planning strategies, especially regarding income tax, CGT, and IHT. This will not only boost your confidence but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Consider reaching out to current or former employees of StudySmarter or similar companies to gain insights into their experiences. This can provide you with valuable information about the company culture and expectations for the Personal Tax Senior role.
✨Tip Number 4
Prepare to discuss specific examples of how you've identified tax-saving opportunities for clients in the past. Being able to articulate your thought process and results will set you apart during interviews.
We think you need these skills to ace Personal Tax Senior
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Personal Tax Senior position. Understand the key responsibilities, such as managing a portfolio of personal tax clients and providing tax planning advice.
Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience in personal tax within a UK accountancy practice. Mention specific examples of how you've managed client portfolios or handled HMRC enquiries.
Showcase Technical Skills: Clearly outline your technical skills related to self-assessment, CGT, IHT, and trust taxation. If you have experience with tax software like CCH or Digita, make sure to include that as well.
Communicate Effectively: Demonstrate your excellent client communication skills in your application. Use clear and approachable language to explain complex tax matters, as this is crucial for the role.
How to prepare for a job interview at Clark Wood Ltd.
✨Showcase Your Tax Knowledge
Be prepared to discuss your understanding of self-assessment, capital gains tax, and inheritance tax. Highlight any specific experiences you've had with these areas, especially in relation to HNWIs and business owners.
✨Demonstrate Client Communication Skills
Since excellent client communication is crucial, practice explaining complex tax matters in a simple and approachable way. You might be asked to role-play a client interaction, so think about how you would handle common queries.
✨Discuss Your Experience with Tax Software
Familiarize yourself with the tax software mentioned in the job description, such as CCH or Digita. Be ready to discuss how you've used these tools in your previous roles to enhance efficiency and accuracy in tax preparation.
✨Highlight Team Collaboration
This role involves working closely with senior team members and supporting junior colleagues. Prepare examples of how you've successfully collaborated in a team setting and contributed to the development of others in your previous positions.
