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- Tasks: Manage a diverse portfolio of personal tax clients and ensure compliance work is executed accurately.
- Company: Reputable and expanding firm of chartered accountants in York.
- Benefits: Competitive salary, career advancement opportunities, and supportive team environment.
- Why this job: Join a forward-thinking firm and make a real impact on clients' financial success.
- Qualifications: Qualified (ATT/CTA/ACCA) or equivalent experience in Personal Tax.
- Other info: Exceptional opportunity for ambitious individuals with genuine prospects for growth.
The predicted salary is between 28000 - 36000 £ per year.
Clark Wood, specialists in accountancy practice and tax recruitment, are representing a reputable and expanding firm of chartered accountants in York. They are seeking a dedicated Personal Tax Senior to join their team. The role involves managing a diverse portfolio of personal tax clients, including high net worth individuals (HNWIs), company directors, and sole traders. You will ensure all compliance work is executed accurately and efficiently by preparing and reviewing personal tax computations and returns. Additionally, you will contribute to servicing complex clients and assist partners in delivering tax planning advice.
Key Responsibilities
- Managing a portfolio of clients as the primary point of contact
- Preparation and review of personal tax returns
- Providing guidance, training, and support to junior staff
- Identifying tax planning opportunities for individuals and trusts
- Assisting partners with tax consulting relevant to HNWI and trusts when needed
Skills and Experience
- Qualified (ATT/CTA/ACCA) or equivalent experience
- Strong background in Personal Tax within a practice environment
This is an exceptional opportunity for an ambitious individual to join a forward-thinking firm in York offering genuine prospects for career advancement.
Personal Tax 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
✨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. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to firms you admire, like the one we’re working with in York. A friendly email expressing your interest can go a long way in getting noticed.
✨Tip Number 3
Prepare for interviews by researching the company and its clients. Understand their values and how they serve high net worth individuals. This will help you tailor your answers and show that you’re genuinely interested in the role.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can keep you fresh in their minds and shows your enthusiasm for the position. Plus, it’s a great chance to reiterate why you’d be a perfect fit for their team.
We think you need these skills to ace Personal Tax
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Personal Tax role. Highlight your experience with personal tax clients, especially HNWIs and sole traders, as this will show us you understand the specific needs of our clients.
Showcase Your Qualifications: Don’t forget to mention your qualifications like ATT, CTA, or ACCA. We want to see that you have the right credentials to back up your experience in personal tax.
Be Clear and Concise: When writing your application, keep it clear and concise. We appreciate straightforward communication, so make sure your points are easy to read and get straight to the heart of your experience and skills.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
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 compliance. Familiarise yourself with the latest changes in tax laws, especially those affecting high net worth individuals and trusts. This will show your potential employer that you're not just qualified but also genuinely interested in the field.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed a diverse portfolio of clients in the past. Highlight your experience as the primary point of contact and how you've built strong relationships. This is crucial for the role, so be ready to discuss specific scenarios where you added value.
✨Be Ready to Discuss Tax Planning
Since the role involves identifying tax planning opportunities, think about strategies you've implemented before. Be prepared to share insights on how you've assisted clients with tax consulting, particularly for HNWIs and trusts. This will demonstrate your proactive approach and expertise.
✨Engage with the Team Dynamic
The firm values collaboration, so be ready to talk about how you've supported and trained junior staff in previous roles. Share your thoughts on teamwork and how you can contribute to a positive working environment. This will help them see you as a great fit for their culture.
