At a Glance
- Tasks: Manage personal tax portfolios and provide expert advice to clients.
- Company: A supportive, people-first accountancy firm in Edinburgh.
- Benefits: Competitive salary, career growth opportunities, and a fantastic workplace culture.
- Other info: Diversity is valued; all applicants are encouraged to apply.
- Why this job: Join a close-knit team where your contributions are valued and recognised.
- Qualifications: 4+ years of personal tax experience and strong client relationship skills.
The predicted salary is between 40000 - 50000 £ per year.
We’re excited to be working in partnership with a highly regarded, independent accountancy firm in Edinburgh to recruit a Personal Tax Senior. If you're looking for a role where culture and people really matter — and where your tax expertise will be genuinely valued — this could be a perfect fit.
This is a well-established and people-focused practice with a track record of excellent employee retention. The Partners are committed to creating a happy, supportive, and collaborative work environment — and it shows. It’s a small team where everyone pulls together, and you’ll have the chance to build real relationships with both colleagues and clients.
The role: You’ll be joining a small but experienced tax team, taking the lead on a portfolio of personal tax clients including high-net-worth individuals, business owners, and partners. You’ll be hands-on with compliance, while also advising on planning opportunities and mentoring junior colleagues.
What you’ll be doing:
- Managing a personal tax portfolio and acting as the main point of contact.
- Preparing and reviewing tax returns for a variety of individuals.
- Providing tax planning advice to help clients optimise their tax positions.
- Building strong, trust-based relationships with clients.
- Supporting and guiding junior members of the tax team.
- Identifying ways to streamline processes and improve team efficiency.
About you:
- You have 4+ years of personal tax experience, ideally in an accountancy firm.
- You’re confident preparing and reviewing returns and providing client advice.
- You have excellent attention to detail and strong technical knowledge.
- You’re client-focused and enjoy building long-term relationships.
- You’re a clear communicator, both written and verbal.
- You’re a team player who’s always happy to support others.
What’s in it for you:
- A supportive, people-first firm with a fantastic workplace culture.
- Competitive salary based on your experience.
- The chance to work with a varied and interesting client base.
- A small, close-knit team where your contribution will be recognised.
- Ongoing opportunities to grow your career in tax.
Interested? If this sounds like the kind of team and role you’ve been looking for, we’d love to hear from you. Reach out to Gareth at iMultiply for more information — and even if you’re not sure you meet every requirement, we’d still encourage you to apply.
iMultiply is committed to diversity and will promote diversity for all employees, workers, and applicants. iMultiply will treat everyone equally and will not discriminate on the grounds of an individuals’ protected characteristics. If you like the look of this vacancy and think you could perform the role, but you don’t think you meet all the requirements, please DO APPLY for this opportunity.
Data shows that certain groups, mainly women and people from black and minority communities, are less likely to apply for jobs where they don’t meet 100% of the requirements. iMultiply would encourage you to apply for roles where there is room for development and growth.
Personal Tax Senior in Midlothian employer: iMultiply Resourcing Ltd
Join a highly regarded independent accountancy firm in Edinburgh, where your expertise as a Personal Tax Senior will be genuinely valued within a supportive and collaborative environment. With a strong focus on employee well-being and a commitment to professional growth, this firm offers a fantastic workplace culture, competitive salary, and the opportunity to build meaningful relationships with both clients and colleagues in a close-knit team.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior in Midlothian
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy world, especially those who might know someone at the firm you're eyeing. A friendly chat can open doors and give you insider info that could set you apart.
✨Tip Number 2
Prepare for the interview by brushing up on your personal tax knowledge. Be ready to discuss real-life scenarios where you've helped clients optimise their tax positions. Show them you’re not just about numbers, but about building relationships too!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After your interview, drop a quick thank-you note to express your appreciation. It shows you’re genuinely interested and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us. Let’s get you that Personal Tax Senior role!
We think you need these skills to ace Personal Tax Senior in Midlothian
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your personal tax experience and any relevant achievements to show us why you're the perfect fit for the Personal Tax Senior role.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us about your passion for personal tax and how you can contribute to our supportive team culture. Be genuine and let your personality come through!
Showcase Your Client-Focused Approach:Since building strong relationships with clients is key, share examples of how you've successfully managed client portfolios in the past. We want to see your client-focused mindset and how you’ve added value to previous roles.
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 don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at iMultiply Resourcing Ltd
✨Know Your Tax Stuff
Make sure you brush up on your personal tax knowledge before the interview. Be ready to discuss specific tax scenarios and how you would handle them, especially for high-net-worth individuals. This shows that you’re not just familiar with the basics but can also provide valuable insights.
✨Showcase Your People Skills
Since this role is all about building relationships, think of examples where you've successfully managed client relationships or mentored junior colleagues. Prepare to share stories that highlight your communication skills and ability to work in a team, as this firm values a supportive culture.
✨Prepare Questions
Have a few thoughtful questions ready to ask during the interview. Inquire about the firm's approach to client management or how they support professional development. This not only shows your interest in the role but also helps you gauge if the firm’s culture aligns with your values.
✨Be Yourself
The firm is looking for someone who fits into their people-focused culture, so don’t be afraid to let your personality shine through. Be genuine in your responses and express why you’re excited about the opportunity to join their close-knit team.
