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 36000 - 60000 £ 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
Contact
For further information on this role please contact David Elliot at Clark Wood – david@clark-wood.co.uk / DD: +44 (0) 117 329 1058 | Mobile: +44 (0) 7358 908463
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 independent accountancy practice in Chester, where you will be part of a supportive team dedicated to your professional growth. With a focus on work-life balance, the firm offers hybrid working, generous holiday allowances, and flexible hours, making it an ideal environment for a CTA-qualified tax professional looking to enhance their advisory experience while managing a diverse portfolio of clients.
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 practising common questions. We recommend tailoring your responses to highlight your personal tax experience and how it aligns with their values. Show them you’re not just another candidate!
✨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 a great fit.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive about their job search. Let’s get you that Personal Tax Senior role!
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 personal tax compliance experience 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. Keep it engaging and personal – we love to see your personality come through!
Showcase Your Technical Skills:In your application, don’t forget to mention your technical knowledge in areas like P11Ds, tax credits, and HMRC compliance. We’re looking for someone who can hit the ground running, so let us know what you bring to the table!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be one step closer to joining our supportive team environment. We can’t wait to hear from you!
How to prepare for a job interview at Clark Wood - Tax Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your personal tax knowledge, especially around self-assessment returns, P11Ds, and IHT planning. Being able to discuss these topics confidently will show that you're not just familiar with the basics but also ready for the complexities of high-net-worth clients.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about times when you identified advisory opportunities or resolved client issues. This will demonstrate your strong client-facing skills and ability to maintain excellent working relationships.
✨Be Ready to Discuss Team Dynamics
Since this role involves mentoring junior staff, be prepared to talk about your experience in reviewing work and providing constructive feedback. Highlight any instances where you've supported team development, as this aligns with the company's people-first culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to personal tax compliance and their development support for employees. This shows your genuine interest in the role and helps you gauge if the company’s values align with yours.
