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, and strong progression support.
- Other info: Collaborative environment with opportunities for mentoring and process improvement.
- Why this job: Join a supportive team and work on high-quality private client projects.
- Qualifications: ATT/CTA part-qualified or qualified with experience in UK private practice.
The predicted salary is between 45000 - 55000 £ 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.
Responsibilities
- 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
For further information on this role please contact David Elliot at Clark Wood.
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.
Personal Tax Senior - London - Hybrid / Flexible Working employer: Clark Wood - Tax Recruitment
Join a highly regarded accountancy practice in London that prioritises a people-first culture and offers a supportive environment for personal tax professionals. With hybrid and flexible working options, competitive salaries, and strong progression opportunities, this firm is dedicated to fostering employee growth while delivering high-quality service to private clients. Experience a collaborative atmosphere where your contributions are valued and you can thrive in your career.
Contact Details:
Clark Wood - Tax Recruitment Recruitment 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! Reach out to your connections in the industry, attend events, and engage on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want you to show them you’re not just a fit for the role, but also for their people-first ethos. Practice common interview questions and think about how your experience aligns with their values.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. We suggest mentioning something specific from your conversation to remind them why you’re the perfect candidate.
✨Tip Number 4
Don’t hesitate to apply through our website! We’ve got loads of opportunities that might be just what you’re looking for. Plus, applying directly shows your enthusiasm and commitment to joining our team.
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 experience in personal tax compliance 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 how you can contribute to our collaborative environment.
Showcase Your Technical Skills:In your application, be sure to highlight your technical knowledge in areas like P11Ds, tax credits, and HMRC compliance. We’re looking for someone who can manage complex scenarios, so give us examples of how you've tackled similar challenges in the past.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to keep track of your application and ensure it gets the attention it deserves. Plus, we love seeing candidates who take the initiative!
How to prepare for a job interview at Clark Wood - Tax Recruitment
✨Know Your Tax Stuff
Brush up on your knowledge of personal tax compliance, especially around self-assessment returns and HMRC regulations. Be ready to discuss specific cases or scenarios you've handled in the past, as this will show your technical expertise.
✨Showcase Your People Skills
Since the role involves client-facing responsibilities, prepare examples that highlight your relationship management skills. Think about times when you’ve built rapport with clients or mentored junior staff, as these experiences will resonate well with the interviewers.
✨Prepare for Technical Questions
Expect questions that dive deep into areas like CGT, IHT, and share schemes. Practise explaining complex tax concepts in simple terms, as this will demonstrate your ability to communicate effectively with clients who may not have a tax background.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to personal tax work and their team culture. This shows your genuine interest in the role and helps you assess if it’s the right fit for you, while also giving you a chance to engage with the interviewers.
