At a Glance
- Tasks: Prepare personal tax returns and assist with compliance and advisory projects.
- Company: Established professional services firm with a focus on equality and inclusion.
- Benefits: Opportunities for professional development and exposure to diverse tax matters.
- Other info: Supportive environment with strong career growth potential.
- Why this job: Join a collaborative team and enhance your tax expertise while making a real impact.
- Qualifications: ATT qualified or studying, with at least 2 years in a tax role.
The predicted salary is between 30000 - 40000 £ per year.
An established and growing professional services firm is seeking a Tax Senior / Assistant to join its expanding tax team. This role offers the opportunity to work closely with senior tax professionals across a varied portfolio of compliance and advisory work, while also supporting more junior members of the team in their development. The successful individual will be involved in a broad range of personal and trust tax compliance matters, alongside exposure to wider advisory and transactional projects. The position would suit someone looking to continue developing their technical knowledge within a collaborative and client-focused environment.
Alongside compliance responsibilities, the role will involve assisting with advisory assignments relating to business restructures, incorporations, share‑related matters, trusts, and private client planning work. The role offers excellent exposure to both compliance and advisory services, providing strong long‑term development opportunities.
Key Responsibilities- Preparation and review of personal tax returns.
- Preparation and review of capital gains tax filings.
- Assisting with trust tax compliance and related annual reporting requirements.
- Supporting partnership and trust registrations.
- Assisting with transaction‑related documentation and statutory filings.
- Preparing tax computations and supporting calculations.
- Assisting with relief claims and client correspondence.
- Liaising directly with clients and HMRC regarding routine tax matters and queries.
- Supporting senior members of the tax team on advisory projects and transactional work.
- Assisting with the development and support of junior team members where required.
- Previous experience working within a tax‑focused role in practice.
- Strong communication skills with the ability to explain technical matters clearly to clients and colleagues.
- Organised with strong attention to detail and the ability to manage competing deadlines effectively.
- Comfortable working independently as well as collaboratively within a team environment.
- Strong numerical and administrative capabilities.
- Confident using Microsoft Office applications and accountancy/tax software packages.
- Motivated to continue learning and developing professionally within a growing tax environment.
- Experience supporting or mentoring junior staff would be advantageous.
- ATT qualified, part‑qualified, or currently studying towards ATT qualification.
- Ideally a minimum of 2 years’ experience within a tax role in an accountancy practice environment.
My client is committed to equality, diversity, and inclusion, fostering an environment where all individuals are valued and encouraged to reach their full potential. The firm values technical excellence, integrity, enthusiasm, and collegiality, providing a workplace where professionals can thrive while delivering outstanding client service.
Unfortunately, we are unable to offer visa sponsorship for this position.
Personal Tax Senior / Assistant Bristol employer: Clark Wood
Join a dynamic and inclusive professional services firm in Bristol, where your growth is a priority. As a Personal Tax Senior/Assistant, you'll benefit from a collaborative work culture that values technical excellence and offers extensive development opportunities, all while working on diverse compliance and advisory projects. With a commitment to equality and support for junior team members, this role provides a meaningful path for career advancement in the tax sector.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior / Assistant Bristol
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help land that dream job.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them your passion for tax and how you can contribute to their team!
✨Follow Up
After an interview, don’t forget to send a thank-you email! It’s a simple gesture that shows your appreciation and keeps you fresh in their minds. We suggest mentioning something specific from the interview to make it personal.
✨Apply Through Our Website
When you find a role that excites you, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for passionate individuals to join our growing team in the tax sector.
We think you need these skills to ace Personal Tax Senior / Assistant Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous tax-focused roles and any relevant qualifications, like your ATT status. We want to see how you fit into our team!
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 experience aligns with our needs. Keep it friendly and professional – we love a bit of personality!
Showcase Your Communication Skills:Since strong communication is key in this role, make sure to demonstrate your ability to explain technical matters clearly. Whether it's in your CV or cover letter, let us know how you've successfully communicated with clients or colleagues in the past.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us. Plus, it’s super easy!
How to prepare for a job interview at Clark Wood
✨Know Your Tax Stuff
Make sure you brush up on personal tax regulations and compliance matters. Familiarise yourself with the latest changes in tax laws, especially those relevant to trusts and capital gains. This will not only show your technical knowledge but also your commitment to staying updated in the field.
✨Showcase Your Communication Skills
Since the role involves liaising with clients and explaining complex tax matters, practice articulating your thoughts clearly. You might want to prepare examples of how you've successfully communicated technical information in the past, whether to clients or colleagues.
✨Demonstrate Team Spirit
This position requires collaboration with both senior professionals and junior team members. Be ready to discuss your experience working in teams, how you've supported others, and any mentoring roles you've taken on. Highlighting your ability to work well with others will resonate with their values of collegiality.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills in real-world tax situations. Think about past experiences where you had to manage competing deadlines or handle client queries. Prepare to walk through your thought process and the steps you took to resolve issues effectively.
