At a Glance
- Tasks: Manage personal tax compliance for high-net-worth clients and provide expert advice.
- Company: Growing independent firm with a friendly atmosphere in Wilmslow.
- Benefits: Flexible working hours, hybrid options, and an excellent salary package.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: Experience in personal tax and a proactive, detail-oriented mindset.
- Other info: Opportunity for career growth and involvement in diverse tax advisory projects.
The predicted salary is between 36000 - 60000 £ per year.
Growing independent firm with lovely offices in Wilmslow seeks an experienced personal tax senior. Day to day your role will involve:
- Manage the delivery of day-to-day personal tax compliance to a portfolio of individuals including high-net-worth clients, business owners and directors
- Prepare and review self-assessment tax returns, utilising junior team members where applicable
- Provide advice to colleagues and clients on a range of tax issues, including capital gains tax, VAT and aspects of corporation tax
- Meet with prospective personal tax compliance clients to understand their needs and assess how our services can support them
- Liaise with HMRC on client matters, managing correspondence effectively
- Assist the senior managers and directors with tax advisory projects
About You
- A background in personal tax within a UK practice, ideally with awareness of a broader range of UK taxes
- ATT qualified or QBE/CTA part-qualified
- Pro‑active and detail‑oriented approach
- Comfortable working with both clients directly and in a supporting advisory role to colleagues
- Experience of using IRIS software useful, but not essential
This firm can offer flexible working, full or part-time hours and hybrid working. Excellent salary and benefits package.
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Personal Tax Senior - Wilmslow employer: Georgiana Head Recruitment Limited
Contact Detail:
Georgiana Head Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior - Wilmslow
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax world, especially those who might know someone at the firm. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by brushing up on common personal tax scenarios. Think about how you’d handle high-net-worth clients or tricky tax issues. We want to see your expertise shine!
✨Tip Number 3
Showcase your soft skills! Being detail-oriented and proactive is key in this role. Share examples of how you've successfully managed client relationships or tackled complex tax problems.
✨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 that extra step to connect with us directly.
We think you need these skills to ace Personal Tax Senior - Wilmslow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the personal tax senior role. Highlight your background in personal tax, any relevant qualifications like ATT or CTA, and your experience with high-net-worth clients.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your proactive approach and detail-oriented mindset, and don’t forget to show your enthusiasm for working with clients and colleagues alike.
Showcase Relevant Experience: When detailing your work history, focus on your experience with self-assessment tax returns and any advisory roles you've held. If you've liaised with HMRC or managed correspondence, make sure to include that too!
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 lovely team in Wilmslow!
How to prepare for a job interview at Georgiana Head Recruitment Limited
✨Know Your Tax Stuff
Make sure you brush up on your personal tax knowledge, especially around self-assessment returns and capital gains tax. Being able to discuss these topics confidently will show that you're the right fit for managing high-net-worth clients.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully managed tax compliance or provided valuable advice. This will help demonstrate your expertise and how you can contribute to the firm’s success.
✨Ask Insightful Questions
Think of questions that show your interest in the firm and its clients. For instance, ask about their approach to handling complex tax issues or how they support their team in professional development. This shows you're proactive and engaged.
✨Familiarise Yourself with Their Tools
If you have experience with IRIS software, be ready to discuss it. If not, do a bit of research on it. Showing that you're willing to learn new tools can set you apart and demonstrate your adaptability.