At a Glance
- Tasks: Advise UHNW and HNW families on personal tax affairs and prepare tax returns.
- Company: Coleby, a client-focused UK tax compliance and advisory service provider.
- Benefits: Flexible working hours, hybrid model, no timesheets, and supportive team culture.
- Other info: Join a dynamic team with strong client relationships and excellent career growth.
- Why this job: Make a real impact in the lives of clients while developing your tax expertise.
- Qualifications: Professionally qualified with experience in UK personal tax returns.
- ·Hands on role working with a range of UHNW and HNW families
- ·Full or part time
- ·Hybrid working (Home working is fully supported, min 1 day/week in office at jct 25 M1 btw Derby and Nottingham)
- ·Flexi working available (eg reduced hours in school holidays)
- ·No timesheets or sales targets
The role
Your will work closely with the director of personal tax and partners in advising clients on their personal tax affairs, including:
- ·Preparing personal tax returns using CCH
- ·Overseeing and reviewing the preparation of personal tax returns by other staff
- ·Preparing/reviewing residential property CGT returns
- ·Preparing notes of advice, for example, on disposal of real estate, EIS relief, inheritance tax etc
About Coleby
Established in 2013, we are a client focused provider of UK tax compliance and advisory services to a range of UHNWI/HNWI and businesses, including many household names. Delivery is partner led. We have long-term client relationships built on trust and commercially based, pragmatic tax advice and services.
Requirements
- ·Professionally qualified (eg ATT, CTA, ACA)
- ·Experienced in preparing/reviewing UK personal tax returns for individuals
- ·Preferably, has experience of advising trusts and on inheritance tax (including completion of trust tax returns and IHT returns), but this is not essential
- ·To include experience of complex capital gains, EIS/SEIS, gift aid
- ·Accustomed to monitoring deadlines
Personal skills
- ·Organised and with an eye for detail
- ·Capable of working independently
- ·Happy to ‘roll up your sleeves’ and ‘muck in’, with a strong team ethic
- ·Technically strong and interested in changes in tax legislation/policy
Personal Tax Manager in Nottingham employer: Coleby Associates LLP
Coleby is an exceptional employer that prioritises a supportive and flexible work environment, allowing Personal Tax Managers to thrive while balancing their professional and personal lives. With hybrid working options, no timesheets, and a focus on team collaboration, employees can enjoy meaningful work with UHNW and HNW families while benefiting from opportunities for professional growth and development in a dynamic setting near Derby and Nottingham.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager in Nottingham
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Coleby Associates LLP, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Manager in Nottingham
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Coleby Associates LLP's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Coleby Associates LLP. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Coleby Associates LLP!
How to prepare for a job interview at Coleby Associates LLP
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Coleby Associates LLP.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Coleby Associates LLP. It helps to show our commitment!
