At a Glance
- Tasks: Prepare personal tax returns and assist with advisory projects in a collaborative team.
- Company: Growing professional services firm committed to equality and inclusion.
- Benefits: Opportunities for professional development and exposure to diverse tax matters.
- Other info: Supportive environment with opportunities to mentor junior staff and grow your career.
- Why this job: Join a dynamic team and enhance your tax expertise while making a real impact.
- Qualifications: Experience in tax roles, strong communication skills, and ATT qualification preferred.
The predicted salary is between 40000 - 50000 £ per year.
An established and growing professional services firm is seeking a Tax Senior / Assistant to join its expanding tax team. This role offers the opportunity to work closely with senior tax professionals across a varied portfolio of compliance and advisory work, while also supporting more junior members of the team in their development.
The successful individual will be involved in a broad range of personal and trust tax compliance matters, alongside exposure to wider advisory and transactional projects. The position would suit someone looking to continue developing their technical knowledge within a collaborative and client-focused environment.
Alongside compliance responsibilities, the role will involve assisting with advisory assignments relating to business restructures, incorporations, share-related matters, trusts, and private client planning work. The role offers excellent exposure to both compliance and advisory services, providing strong long-term development opportunities.
Key Responsibilities- Preparation and review of personal tax returns.
- Preparation and review of capital gains tax filings.
- Assisting with trust tax compliance and related annual reporting requirements.
- Supporting partnership and trust registrations.
- Assisting with transaction-related documentation and statutory filings.
- Preparing tax computations and supporting calculations.
- Assisting with relief claims and client correspondence.
- Liaising directly with clients and HMRC regarding routine tax matters and queries.
- Supporting senior members of the tax team on advisory projects and transactional work.
- Assisting with the development and support of junior team members where required.
- Previous experience working within a tax-focused role in practice.
- Strong communication skills with the ability to explain technical matters clearly to clients and colleagues.
- Organised with strong attention to detail and the ability to manage competing deadlines effectively.
- Comfortable working independently as well as collaboratively within a team environment.
- Strong numerical and administrative capabilities.
- Confident using Microsoft Office applications and accountancy/tax software packages.
- Motivated to continue learning and developing professionally within a growing tax environment.
- Experience supporting or mentoring junior staff would be advantageous.
- ATT qualified, part-qualified, or currently studying towards ATT qualification.
- Ideally a minimum of 2 years’ experience within a tax role in an accountancy practice environment.
My client is committed to equality, diversity, and inclusion, fostering an environment where all individuals are valued and encouraged to reach their full potential. The firm values technical excellence, integrity, enthusiasm, and collegiality, providing a workplace where professionals can thrive while delivering outstanding client service.
Senior Personal Tax & Advisory Specialist in Bristol employer: Clark Wood - Tax Recruitment
Join a dynamic and inclusive professional services firm that prioritises employee growth and development in the heart of the city. As a Senior Personal Tax & Advisory Specialist, you will benefit from a collaborative work culture that values technical excellence and offers extensive exposure to both compliance and advisory projects. With a commitment to equality and diversity, this firm provides a supportive environment where you can thrive while making a meaningful impact on clients' financial well-being.
Contact Details:
Clark Wood - Tax Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Personal Tax & Advisory Specialist in Bristol
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the tax field. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, whether at a networking event or an interview, be ready to discuss your experience with personal tax compliance and advisory work. Bring examples of how you've tackled challenges in previous roles.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After interviews or networking chats, send a quick thank-you email. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great way to reiterate your interest in the position.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you a leg up. Plus, it’s super easy to keep track of your applications and stay updated on new roles that pop up.
We think you need these skills to ace Senior Personal Tax & Advisory Specialist in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the job description. Highlight your previous tax-focused roles and any relevant qualifications, like your ATT status. We want to see how you fit into our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about tax and how your experience aligns with our values. Don’t forget to mention your eagerness to support junior team members and contribute to our collaborative environment.
Showcase Your Communication Skills:Since strong communication is key in this role, make sure your application reflects your ability to explain complex tax matters clearly. We love candidates who can demonstrate their knack for making technical topics accessible to clients and colleagues alike.
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’re considered for the role. Plus, it shows you’re keen on joining our fantastic team!
How to prepare for a job interview at Clark Wood - Tax Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your personal and trust tax compliance knowledge. Be ready to discuss specific cases or scenarios you've handled in the past, as this will show your technical expertise and confidence in the subject matter.
✨Showcase Your Communication Skills
Since strong communication is key in this role, prepare to explain complex tax concepts in simple terms. Think of examples where you've successfully communicated with clients or colleagues, as this will demonstrate your ability to convey technical matters clearly.
✨Demonstrate Team Spirit
This position involves collaboration, so be prepared to talk about your experience working in teams. Share instances where you've supported junior members or contributed to team projects, highlighting your collegiality and mentoring skills.
✨Be Organised and Detail-Oriented
With multiple deadlines to manage, it's crucial to showcase your organisational skills. Bring examples of how you've effectively managed competing priorities in previous roles, and be ready to discuss your methods for staying organised and detail-focused.
