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For Companies At a Glance
- Tasks: Manage and grow a portfolio of clients, handling tax returns and advisory work.
- Company: Join a respected professional services firm in Central Ipswich.
- Benefits: Competitive salary, exposure to high-profile clients, and opportunities for professional growth.
- Why this job: Engage in varied advisory work with prestigious clients and develop your expertise.
- Qualifications: CTA and/or ATT qualified candidates are preferred.
- Other info: Contact Jack Wyatt for more details or to explore other opportunities.
The predicted salary is between 31000 - 39000 £ per year.
Personal Tax Supervisor – Ipswich – £40,000 to £50,000.
We\’re looking for an experienced Personal Tax Senior or Assistant Manager who has experience of both compliance and advisory work. This Central Ipswich role is with one of the region’s most respected professional services companies. It offers a fantastic chance to gain varied advisory exposure with interesting clients.
The role will involve managing and growing a portfolio of clients for whom you will be responsible for meeting compliance obligations by preparing and reviewing personal tax, trust and partnership tax returns, while also engaging in advisory and planning work for private individuals, multi‑generational families and very high net‑worth individuals.
Responsibilities and Duties
- Prepare tax returns for HNWI, UHNWIs, partnership tax returns, and trust returns.
- Manage a portfolio of clients, acting as the main point of contact.
- Identify tax planning opportunities for individuals and trusts.
- Assist a tax partner with tax consulting work relevant to HNWI and trusts.
Qualifications
- CTA and/or ATT Qualified.
- Experience as a Personal Tax Senior or Assistant Manager, with both compliance and advisory work.
For further information on this role, please contact Jack Wyatt at Clark Wood – jwyatt@clark-wood.co.uk / 07880 255933.
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Personal Tax Supervisor 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 Supervisor
✨Tip Number 1
Network with professionals in the tax industry, especially those who work with high net worth individuals. Attend local tax seminars or workshops to meet potential colleagues and learn about the latest trends in personal tax.
✨Tip Number 2
Familiarise yourself with the specific compliance and advisory services that are relevant to HNWIs and trusts. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the role.
✨Tip Number 3
Prepare to discuss your experience managing client portfolios and how you've identified tax planning opportunities in the past. Real-life examples will showcase your expertise and make you stand out as a candidate.
✨Tip Number 4
Research the company thoroughly, including their client base and recent projects. Being able to speak knowledgeably about their work will show your genuine interest in the position and help you connect with the interviewers.
We think you need these skills to ace Personal Tax Supervisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax compliance and advisory work. Emphasise any relevant qualifications like CTA or ATT, and showcase your ability to manage a portfolio of clients.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the role of Personal Tax Supervisor. Mention your experience with high net worth individuals and your skills in identifying tax planning opportunities. Show enthusiasm for the chance to work with prestigious clients.
Highlight Relevant Experience: In your application, detail your previous roles related to personal tax, particularly any experience with trusts and partnership tax returns. Use specific examples to demonstrate your expertise and how it aligns with the job requirements.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in the tax profession.
How to prepare for a job interview at Clark Wood - Tax Recruitment
✨Showcase Your Tax Knowledge
Make sure to brush up on the latest tax regulations and compliance requirements. Being well-versed in personal tax, trust, and partnership tax returns will demonstrate your expertise and readiness for the role.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in real-life tax situations. Prepare examples from your past experience where you identified tax planning opportunities or managed client portfolios effectively.
✨Highlight Your Client Management Skills
As the main point of contact for clients, it's crucial to showcase your ability to build and maintain relationships. Be ready to discuss how you've successfully managed client expectations and delivered exceptional service.
✨Demonstrate Your Advisory Experience
Since the role involves high-level advisory work, be prepared to talk about your experience with advisory projects. Share specific examples of how you've provided valuable insights to high net worth individuals and families.
