At a Glance
- Tasks: Manage personal tax clients and ensure compliance through accurate tax computations.
- Company: Clark Wood is a leading recruitment consultancy in the UK, specialising in accountancy and tax sectors.
- Benefits: Competitive salary, career development opportunities, and a supportive work environment.
- Why this job: Join a forward-thinking firm with a mix of compliance and advisory work, perfect for growth.
- Qualifications: ATT Qualified or CTA Part/Fully Qualified with strong personal tax experience.
- Other info: Contact Curtis Reid at Clark Wood for more details.
The predicted salary is between 28000 - 42000 £ per year.
Clark Wood is a specialist Recruitment Consultancy operating throughout the United Kingdom within the Public Practice Accountancy & Tax sectors. Our core client base consists of Accountancy Practices ranging from Big 4, Top 10 & Mid-Tier firms through to independent regional firms and sole traders.
Accountancy Practice and Tax recruitment specialists Clark Wood are currently working with a leading North West firm of chartered accountants as they look to add a Personal Tax Senior to their team in Liverpool. 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 tax planning advice. This is a fantastic opportunity for the successful individual to join a well-regarded and forward-thinking firm in Liverpool as a Personal Tax Senior in a mixed compliance and advisory role, where there will be genuine scope for career development.
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 Part or Fully Qualified
- 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 accountancy and tax sectors. Attend industry events or join relevant online forums to connect with others who work in personal tax. This can help you learn about job openings and gain insights into what firms like ours are looking for.
✨Tip Number 2
Stay updated on the latest tax regulations and compliance requirements. Being knowledgeable about current laws will not only boost your confidence during interviews but also demonstrate your commitment to the field, making you a more attractive candidate.
✨Tip Number 3
Consider reaching out to current employees at our firm or similar companies. Informational interviews can provide you with valuable insights into the company culture and expectations for the Personal Tax Senior role, which can help you tailor your approach.
✨Tip Number 4
Prepare to discuss specific examples of your experience managing personal tax clients. Highlight any successful tax planning strategies you've implemented, as this will showcase your expertise and ability to add value to our team.
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 compliance roles. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities of the Personal Tax Senior role. Mention your qualifications, such as being ATT qualified or CTA part/fully qualified, and explain how your experience aligns with the firm's needs.
Showcase Your Tax Knowledge: In your application, include specific examples of tax planning advice you have provided in the past. This will show your understanding of the complexities involved in personal tax and your ability to identify opportunities for clients.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the accounting and tax sectors.
How to prepare for a job interview at Clark Wood - Tax Recruitment
✨Know Your Tax Regulations
Make sure you 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 show that you're proactive and knowledgeable in your field.
✨Demonstrate Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your ability to act as a main point of contact and how you've built strong relationships with clients, especially high-net-worth individuals.
✨Showcase Your Advisory Experience
Be ready to discuss your experience in providing tax planning advice. Share specific instances where you've identified tax planning opportunities for clients, as this will demonstrate your capability in both compliance and advisory roles.
✨Prepare Questions for Them
Think of insightful questions to ask your interviewers about the firm’s approach to personal tax and their expectations for the role. This shows your genuine interest in the position and helps you assess if the firm is the right fit for you.