At a Glance
- Tasks: Prepare personal tax returns and assist with compliance and advisory projects.
- Company: Established professional services firm with a focus on growth and collaboration.
- Benefits: Opportunities for professional development and exposure to diverse tax matters.
- Other info: Inclusive culture that values diversity and encourages personal growth.
- Why this job: Join a dynamic team and enhance your tax knowledge 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 | Growth & Advisory employer: Clark Wood
Join a dynamic and expanding professional services firm in Bristol, where you will have the opportunity to work alongside experienced tax professionals in a collaborative and client-focused environment. With a strong commitment to employee growth, the firm offers excellent development opportunities through exposure to a diverse range of compliance and advisory projects, all while fostering a culture of equality, diversity, and inclusion that values every individual's contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior/Assistant — Bristol | Growth & Advisory
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy world, especially those who work in tax. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss personal tax compliance and advisory projects. We want you to shine when they ask about your experience with capital gains tax or trust tax compliance!
✨Tip Number 3
Show off your communication skills! During interviews, explain complex tax matters clearly and confidently. This will demonstrate your ability to liaise with clients and colleagues effectively, which is key for this role.
✨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 are proactive about their job search.
We think you need these skills to ace Personal Tax Senior/Assistant — Bristol | Growth & Advisory
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. Don’t forget to mention your motivation for joining a collaborative environment like ours.
Showcase Your Communication Skills:Since strong communication is key in this role, make sure your application reflects your ability to explain complex tax matters clearly. We love candidates who can convey technical information in an understandable way, so let that shine through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Clark Wood
✨Know Your Tax Stuff
Make sure you brush up on your personal tax knowledge before the interview. Familiarise yourself with recent changes in tax legislation and be ready to discuss how they might impact clients. This will show that you're proactive and genuinely interested in the role.
✨Showcase Your Communication Skills
Since the role involves liaising with clients and explaining technical matters, practice articulating complex tax concepts in simple terms. You could even prepare a few examples of how you've successfully communicated with clients or colleagues in the past.
✨Demonstrate Team Spirit
This position requires collaboration with both senior and junior team members. Be prepared to share experiences where you've worked effectively in a team, supported others, or mentored someone. Highlighting your ability to foster a positive team environment will resonate well.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the firm's culture, growth opportunities, and the specifics of the tax projects you'll be involved in. This shows your enthusiasm for the role and helps you gauge if it's the right fit for you.
