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- Tasks: Manage a diverse portfolio of 300 personal tax clients and deliver high-quality compliance services.
- Company: Join a well-established, forward-thinking accountancy practice in South East London.
- Benefits: Enjoy hybrid working, on-site parking, and comprehensive training opportunities.
- Why this job: Build a long-term career in tax with a firm that values development and flexibility.
- Qualifications: Ideally ATT qualified or part-qualified, with experience in personal tax compliance.
- Other info: Refer a friend for a bonus of over £500 in vouchers!
The predicted salary is between 26000 - 35000 £ per year.
Location: South East London, with parking available on-site
Working Pattern: Hybrid (2 days working from home per week)
Job Type: Full-time, Permanent
The Firm
We are recruiting on behalf of a well-established and forward-thinking accountancy practice that offers a supportive and collaborative environment. Based in a convenient location near Greenwich, the office offers on-site parking and flexible hybrid working. This is an exciting opportunity for a Personal Tax Semi Senior to manage a diverse portfolio of clients while developing their skills further in trust and estate work, with future training available in corporate tax.
The Role
You will be responsible for managing a portfolio of approximately 300 personal tax clients, delivering high-quality compliance services with opportunities to become involved in corporate tax work. This is a varied role covering multiple areas of personal tax.
Key Responsibilities:
- Preparation and submission of personal tax returns
- Preparation of P11Ds and associated employer forms
- Working on IHT returns, probate cases, and trust tax compliance
- Liaising with clients, HMRC, and internal stakeholders
- Managing client queries and providing ad hoc tax advice
- Supporting senior staff and partners on complex tax matters
- Maintaining accurate client records and managing deadlines
What’s on Offer:
- Competitive salary of £30,000 – £35,000 depending on experience
- Hybrid working: 2 days from home per week
- On-site parking
- Comprehensive training and development, including the opportunity to gain experience in corporate tax
About You:
- Ideally ATT qualified or part-qualified (or qualified by experience)
- Experience in personal tax compliance, ideally in a practice environment
- Strong understanding of P11Ds, IHT, trusts, and probate
- Excellent communication and client management skills
- Proactive, organised, and keen to develop further within tax
This is a great opportunity for someone looking to build a long-term career in tax with a firm that values development, flexibility, and progression.
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 Semi-Senior employer: Clark Wood
Contact Detail:
Clark Wood Recruiting Team
david@clark-wood.co.uk
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Semi-Senior
✨Tip Number 1
Familiarise yourself with the specific tax compliance requirements mentioned in the job description, such as P11Ds and IHT returns. This will not only help you understand the role better but also allow you to speak confidently about your knowledge during any discussions.
✨Tip Number 2
Network with professionals in the accountancy field, especially those who work in personal tax. Engaging with others can provide insights into the firm’s culture and expectations, which can be beneficial when you’re discussing your fit for the role.
✨Tip Number 3
Prepare to discuss your experience managing client portfolios, particularly in a practice environment. Highlighting your ability to handle client queries and provide ad hoc tax advice will demonstrate your readiness for the responsibilities of this position.
✨Tip Number 4
Show enthusiasm for ongoing professional development, especially regarding corporate tax training. Expressing your eagerness to learn and grow within the firm can set you apart as a candidate who is committed to their career in tax.
We think you need these skills to ace Personal Tax Semi-Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in personal tax compliance, especially if you've worked in a practice environment. Emphasise your understanding of P11Ds, IHT, trusts, and probate to align with the job requirements.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the firm. Mention specific experiences that demonstrate your skills in managing client queries and providing tax advice, as well as your proactive approach to learning and development.
Highlight Relevant Qualifications: If you are ATT qualified or part-qualified, make sure to mention this prominently in your application. If you have any additional qualifications or training related to corporate tax, include those as well to show your commitment to professional growth.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the field of tax compliance.
How to prepare for a job interview at Clark Wood
✨Know Your Tax Basics
Make sure you brush up on your knowledge of personal tax compliance, P11Ds, IHT, trusts, and probate. Being able to discuss these topics confidently will show that you're well-prepared and understand the key responsibilities of the role.
✨Demonstrate Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and ability to handle queries effectively, as this is crucial for the role.
✨Show Your Proactive Nature
Be ready to discuss instances where you've taken initiative in your previous roles. This could be about improving processes or seeking out additional training opportunities, which aligns with the firm's values of development and progression.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to personal tax and corporate tax training. This not only shows your interest in the role but also helps you gauge if the firm is the right fit for your career aspirations.
