At a Glance
- Tasks: Manage personal tax portfolios and provide expert advice to clients.
- Company: Join a well-respected, independent accountancy firm in Edinburgh with a people-first culture.
- Benefits: Enjoy a competitive salary, supportive environment, and opportunities for career growth.
- Other info: Diversity is celebrated here; all applicants are encouraged to apply, even if not meeting every requirement.
- Why this job: Be part of a close-knit team where your contributions are valued and relationships matter.
- Qualifications: 4+ years of personal tax experience, strong communication skills, and a client-focused mindset.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Personal Tax Senior
Edinburgh
Do you enjoy owning personal tax returns end to end and building strong client relationships?
The Company
This is an Edinburgh-based professional services firm with a busy personal tax team and a varied client base, including individuals and owner-managed businesses. You’ll join a supportive environment where client service and accuracy matter.
- Support a wide range of personal tax clients, including HNWIs
- Work with individuals and clients connected to companies
- Deliver a service-led approach with clear, timely communication
- Build trusted relationships through regular client liaison
The Role
This Personal Tax Senior role focuses on personal tax compliance and preparing personal tax returns. You’ll manage your own portfolio and act as a key point of contact for clients, keeping work moving and standards high.
- Prepare and review personal tax returns to agreed deadlines
- Manage personal tax compliance tasks across your portfolio
- Liaise with clients to gather information and resolve queries
- Maintain accurate records and keep workflows on track
- Spot issues early and raise them to the wider team where needed
The Ideal Candidate
You’re comfortable handling personal tax work with care and pace. You communicate well and keep clients informed, even when you’re chasing details.
Mandatory
- Demonstrate experience in personal tax compliance and personal tax returns
- Show confidence liaising with clients and handling queries professionally
- Manage deadlines and prioritise work across multiple cases
- Communicate clearly in writing and over the phone
- Have strong attention to detail and a right-first-time mindset
Preferred
- Support HNWI personal tax work (or be keen to develop in this area)
- Exposure to clients connected to companies (e.g., directors/shareholders)
- Experience working within a practice environment
On Offer
You’ll get a stable role with clear day-to-day ownership, alongside a team that values good client service and getting the basics right.
- Salary: £30,000 – £40,000
- A varied portfolio across individuals, including HNWIs
- Ongoing support from experienced colleagues
- A role focused on quality, deadlines, and client relationships
If you’re ready to step into a Personal Tax Senior role where you can take ownership and make an impact, apply now with your CV.
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 individual's 'protected characteristic’. 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 role requirements. iMultiply would encourage you to apply for roles where there is room for development and growth.
Personal Tax Senior in Edinburgh employer: iMultiply Resourcing Ltd
As a Senior Finance Partner at this multinational technology and software provider, you will thrive in a dynamic and collaborative environment that prioritises innovation and continuous improvement. The company offers flexible working arrangements, competitive salaries, and robust professional development opportunities, making it an excellent employer for those looking to make a strategic impact while maintaining a healthy work-life balance. With a strong commitment to diversity and inclusion, you will be part of a forward-thinking team that values your contributions and supports your growth.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior in Edinburgh
✨Tip Number 1
Research the firm’s culture and values before your interview. Since this role emphasises a supportive and collaborative environment, be prepared to discuss how your personal values align with theirs and share examples of how you've contributed to team dynamics in previous roles.
✨Tip Number 2
Prepare to showcase your technical knowledge in personal tax during the interview. Be ready to discuss specific cases where you provided tax planning advice or streamlined processes, as this will demonstrate your expertise and problem-solving skills.
✨Tip Number 3
Highlight your experience with high-net-worth individuals and business owners. This role involves managing a diverse portfolio, so sharing relevant experiences will help you stand out as a candidate who can handle the complexities of such clients.
✨Tip Number 4
Emphasise your mentoring abilities. Since the position involves guiding junior colleagues, be prepared to discuss your approach to mentorship and how you've supported the development of others in your previous roles.
We think you need these skills to ace Personal Tax Senior in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your personal tax experience, especially the 4+ years mentioned in the job description. Emphasise your skills in preparing and reviewing tax returns, as well as any client advisory roles you've held.
Craft a Compelling Cover Letter:Write a cover letter that reflects your understanding of the firm's culture and values. Mention your enthusiasm for working in a supportive environment and how you can contribute to building strong relationships with clients and colleagues.
Showcase Your Communication Skills:Since clear communication is key for this role, provide examples in your application of how you've effectively communicated with clients or mentored junior colleagues. This will demonstrate your ability to fit into their team-oriented culture.
Highlight Continuous Learning:Mention any ongoing professional development or training you've undertaken in personal tax. This shows your commitment to growth and aligns with the firm's focus on career development opportunities.
How to prepare for a job interview at iMultiply Resourcing Ltd
✨Showcase Your Tax Expertise
Make sure to highlight your personal tax experience during the interview. Be prepared to discuss specific cases where you've successfully managed tax portfolios or provided valuable advice to clients, especially high-net-worth individuals.
✨Demonstrate Your People Skills
Since this firm values a supportive and collaborative culture, emphasise your ability to build strong relationships with clients and colleagues. Share examples of how you've mentored junior team members or contributed to a positive team environment.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge in personal tax. Brush up on current tax regulations and be ready to discuss how you would approach various tax planning scenarios to optimise client positions.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, team dynamics, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you.
