At a Glance
- Tasks: Manage a diverse personal tax portfolio and provide expert advice to clients.
- Company: Progressive, independent accountancy practice in Bolton with a focus on growth.
- Benefits: Modern working environment, career progression, and supportive culture.
- Why this job: Join a collaborative team and make a real impact in personal tax services.
- Qualifications: ATT or CTA qualified, or relevant experience in personal/private client tax.
- Other info: Opportunity to mentor juniors and build trusted client relationships.
The predicted salary is between 36000 - 60000 £ per year.
Clark Wood are delighted to be working with a progressive, independent accountancy practice in Bolton that is continuing to grow and invest in its tax offering. Due to this ongoing expansion, they are now looking to recruit a Personal Tax Senior to join their established and collaborative team.
This is a modern firm with a strong focus on people, relationships, and long-term development. They pride themselves on delivering high-quality personal tax and advisory services while maintaining a supportive culture where individuals are encouraged to grow, contribute ideas, and progress their careers.
The successful candidate will take responsibility for a varied personal tax portfolio, including high-net-worth individuals, company directors, partners, and business owners. The role will involve preparing and reviewing self-assessment tax returns, dealing with advisory queries, identifying tax planning opportunities, and ensuring compliance work is completed accurately and on time.
You will work closely with clients, building trusted relationships and acting as a key point of contact, providing clear and proactive advice. There will also be opportunities to support and mentor junior members of the team as the department continues to develop.
The ideal candidate will be ATT or CTA qualified or studying, or QBE with relevant experience, and will have a background in personal/private client tax within an accountancy practice. Strong communication skills, a client-focused mindset, and the ability to manage deadlines effectively are essential.
This is an excellent opportunity for a Personal Tax Senior seeking a role within a forward-thinking independent firm that offers a modern working environment, genuine career progression, and a supportive, people-driven culture.
Personal Tax Senior in Bolton employer: Clark Wood
Contact Detail:
Clark Wood Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior in Bolton
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to current employees at the firm you're eyeing. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Since this role is all about relationships and support, think about how you can demonstrate your client-focused mindset and collaborative spirit during the chat.
✨Tip Number 3
Showcase your expertise! Be ready to discuss specific tax scenarios you've handled in the past. This will not only highlight your skills but also show that you’re proactive and knowledgeable about personal tax matters.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Personal Tax Senior in Bolton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Personal Tax Senior role. Highlight your background in personal/private client tax and any relevant qualifications like ATT or CTA.
Craft a Compelling Cover Letter: Use your cover letter to showcase your passion for tax and how you can contribute to the team. Mention specific experiences where you've built trusted relationships with clients or mentored junior staff.
Showcase Your Communication Skills: Since strong communication is key, ensure your application is clear and concise. Use professional language but keep it friendly – we want to see your personality shine through!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Clark Wood
✨Know Your Tax Stuff
Make sure you brush up on personal tax regulations and recent changes in legislation. Being able to discuss specific tax planning opportunities or compliance issues will show that you're not just knowledgeable but also genuinely interested in the field.
✨Showcase Your Client Skills
Since this role involves building trusted relationships with clients, prepare examples of how you've successfully managed client interactions in the past. Think about times when you provided clear advice or resolved complex queries—these stories will highlight your client-focused mindset.
✨Demonstrate Team Spirit
This firm values collaboration, so be ready to talk about your experience working in teams. Share instances where you’ve supported or mentored junior colleagues, as this will align with their supportive culture and show that you can contribute positively to the team dynamic.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's growth plans, team structure, or how they support professional development. This not only shows your interest in the role but also helps you assess if the company is the right fit for you.