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- Tasks: Manage personal tax clients and ensure compliance through accurate tax computations.
- Company: Join a leading independent accountancy firm known for its forward-thinking approach.
- Benefits: Enjoy competitive salary, study support for CTA qualification, and opportunities for career growth.
- Why this job: Be part of a dynamic team with genuine scope for development and impactful client interactions.
- Qualifications: ATT Qualified or CTA students with strong personal tax experience required.
- Other info: Support junior staff and assist in tax consulting for high-net-worth individuals.
The predicted salary is between 30000 - 36000 £ per year.
Clark Wood are currently working on behalf of a leading independent firm in Rochester who are looking to grow their tax team at senior level. As a personal tax senior, the role will involve managing a portfolio of personal tax clients including HNWIs, company directors and sole traders for whom you will be responsible for ensuring that all compliance work is completed accurately and efficiently through the preparation and review of personal tax computations and returns.
As well as the day-to-day compliance work for your clients, you will be involved with the provision of services to more complex clients and will support managers in providing tax planning advice to your clients. The ideal candidate will be ATT Qualified or may have commenced their CTA studies. Experience of working in a Personal Tax focused role is essential. This is a fantastic opportunity for the successful individual to join a well-regarded and forward-thinking firm in Rochester in a role where there will be genuine scope for career development. Study support to pursue the CTA qualification will be available.
Duties & Responsibilities:
- Managing a portfolio of clients, acting as the main 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 the partners with tax consulting work relevant to HNWI and trusts when required
Skills:
- ATT Qualified / CTA Students
- Strong Personal Tax experience within a practice environment
Personal Tax Senior 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
✨Tip Number 1
Network with professionals in the tax field, especially those who work in personal tax. Attend industry events or join relevant online forums to connect with others and learn about potential job openings.
✨Tip Number 2
Consider reaching out directly to the firm in Rochester or similar firms to express your interest in the Personal Tax Senior role. A proactive approach can set you apart from other candidates.
✨Tip Number 3
Stay updated on the latest tax regulations and compliance requirements. Demonstrating your knowledge during interviews can show your commitment and expertise in the field.
✨Tip Number 4
Prepare to discuss specific examples of how you've managed personal tax clients in the past. Highlighting your experience with HNWIs and complex tax situations will be crucial in showcasing your suitability for the role.
We think you need these skills to ace Personal Tax Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in personal tax, especially any work with high-net-worth individuals (HNWIs) and company directors. Use specific examples to demonstrate your skills in managing client portfolios and preparing tax returns.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role. Mention your ATT qualification or CTA studies and how they align with the firm's goals. Be sure to convey your interest in career development and the support offered for further qualifications.
Showcase Your Compliance Skills: In your application, emphasise your ability to complete compliance work accurately and efficiently. Provide examples of how you've managed tax computations and returns in previous roles, as this is a key responsibility of the Personal Tax Senior position.
Highlight Teamwork and Leadership: Since the role involves providing guidance and support to junior staff, include any relevant experiences where you've trained or mentored others. This will demonstrate your leadership potential and ability to work collaboratively within a team.
How to prepare for a job interview at Clark Wood - Tax Recruitment
✨Know Your Tax Regulations
Brush up on the latest personal tax regulations and compliance requirements. Being well-versed in current laws will not only impress your interviewers but also demonstrate your commitment to the role.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your ability to communicate effectively with high-net-worth individuals and your experience in providing tailored tax advice.
✨Demonstrate Your Team Leadership
As a Personal Tax Senior, you'll be guiding junior staff. Be ready to discuss your leadership style and provide examples of how you've trained or supported colleagues in previous roles.
✨Prepare for Technical Questions
Expect technical questions related to personal tax computations and returns. Practise explaining complex tax concepts clearly and concisely, as this will showcase your expertise and communication skills.
