At a Glance
- Tasks: Manage a diverse personal tax portfolio and provide expert advice to clients.
- Company: Progressive, independent accountancy practice focused on growth and development.
- Benefits: Modern work environment, career progression, and supportive culture.
- Why this job: Join a collaborative team and make a real impact in personal tax services.
- Qualifications: ATT or CTA qualified, or relevant experience in personal tax.
- Other info: Opportunity to mentor juniors and build trusted client relationships.
The predicted salary is between 36000 - 60000 £ per year.
Clark Wood are delighted to be working with a progressive, independent accountancy practice in Bolton that is continuing to grow and invest in its tax offering. They are now looking to recruit a Personal Tax Senior to join their established and collaborative team. This is a modern firm with a strong focus on people, relationships, and long-term development. They pride themselves on delivering high-quality personal tax and advisory services while maintaining a supportive culture where individuals are encouraged to grow, contribute ideas, and progress their careers.
Responsibilities
- Take responsibility for a varied personal tax portfolio, including high-net-worth individuals, company directors, partners, and business owners.
- Prepare and review self-assessment tax returns.
- Deal with advisory queries, identify tax planning opportunities, and ensure compliance work is completed accurately and on time.
- Work closely with clients, building trusted relationships and acting as a key point of contact, providing clear and proactive advice.
- Support and mentor junior members of the team as the department continues to develop.
Qualifications & Experience
- ATT or CTA qualified or studying, or QBE with relevant experience.
- Background in personal/private client tax within an accountancy practice.
- Strong communication skills, a client-focused mindset, and the ability to manage deadlines effectively.
Benefits / Opportunity
This is an excellent opportunity for a Personal Tax Senior seeking a role within a forward-thinking independent firm that offers a modern working environment, genuine career progression, and a supportive, people-driven culture.
How to apply
For more information, please contact Eleanor Snow at Clark Wood on 07375 801311 or email eleanor@clark-wood.co.uk. We also offer a £500 referral bonus for any successful introductions.
Personal Tax Senior in Bolton employer: Clark Wood - Tax Recruitment
Contact Detail:
Clark Wood - Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior in Bolton
✨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
Show off your skills! When you get the chance to chat with potential employers, be ready to discuss your experience with personal tax portfolios and how you've helped clients in the past. Real-life examples can make you stand out.
✨Tip Number 3
Don’t forget to follow up! After interviews or networking events, drop a quick thank-you email. It shows you're keen and keeps you fresh in their minds. Plus, it’s a great way to reiterate your interest in the role.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, you’ll be part of a supportive culture that values growth and development.
We think you need these skills to ace Personal Tax Senior in Bolton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Personal Tax Senior role. Highlight your background in personal/private client tax and any relevant qualifications like ATT or CTA.
Craft a Compelling Cover Letter: Use your cover letter to showcase your passion for tax advisory services and how you can contribute to the team. Mention your ability to build trusted relationships with clients, as this is key for the role.
Showcase Your Communication Skills: Since strong communication is essential, ensure your application is clear and concise. Use professional language but keep it friendly – we want to see your personality shine through!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates!
How to prepare for a job interview at Clark Wood - Tax Recruitment
✨Know Your Tax Stuff
Make sure you brush up on personal tax regulations and recent changes in legislation. Being able to discuss specific tax planning opportunities or compliance issues will show that you're not just knowledgeable but also genuinely interested in the field.
✨Showcase Your Client Skills
Since this role involves building trusted relationships with clients, prepare examples of how you've successfully managed client interactions in the past. Think about times when you provided clear advice or resolved complex queries—these stories will highlight your client-focused mindset.
✨Be Ready to Discuss Team Dynamics
As a Personal Tax Senior, you'll be mentoring junior team members. Be prepared to talk about your experience in supporting others and how you foster a collaborative environment. This will demonstrate that you align with the firm's supportive culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to personal tax services and their vision for growth. This shows your enthusiasm for the role and helps you gauge if the company’s values align with yours, especially regarding long-term development.
