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- Tasks: Manage personal tax clients and provide compliance and advisory services.
- Company: Growing mid-tier accountancy practice in Central London.
- Benefits: Competitive salary, flexible working, and 28 days holiday.
- Why this job: Join a dynamic team and work with high-net-worth clients.
- Qualifications: ATT qualified with strong personal tax knowledge.
- Other info: Enjoy early finish Fridays and regular social events.
The predicted salary is between 53000 - 63000 £ per year.
A growing mid-tier accountancy practice in Central London is looking for an experienced Personal Tax Senior to join their private client team. This is a hands-on role offering exposure to a diverse portfolio of clients, including high-net-worth individuals, entrepreneurs, and internationally mobile professionals. The position offers a competitive salary in the range of £53,000 to £63,000, depending on experience.
Responsibilities
- Manage a portfolio of personal tax clients, ensuring timely and accurate compliance and advisory services.
- Request and review tax return information from clients and internal teams.
- Prepare and review complex tax returns using CCH or similar software.
- Liaise directly with HMRC on client matters and handle related enquiries.
- Monitor WIP and raise bills promptly in line with firm policies.
- Identify opportunities to expand services and strengthen client relationships.
- Assist with consultancy projects, including technical research and report preparation.
- Attend client meetings and support partners with ad-hoc advisory work.
Skills, Knowledge & Experience
- ATT qualified (CTA desirable).
- Strong understanding of the full personal tax cycle and relevant UK legislation.
- Practical experience in capital gains tax, inheritance tax, trusts, and residence/domicile issues.
- Excellent written and verbal communication skills.
- Highly organised, with proven time management and client-handling skills.
- IT literate, ideally with experience using CCH Personal Tax.
Benefits
- Salary: £53,000 to £63,000, dependent on qualifications and experience.
- Flexible and hybrid working options.
- Dress for your day policy.
- Early finish Fridays during summer months.
- 28 days holiday plus office closure at Christmas, with the option to purchase additional days.
- Private medical insurance, season ticket loan, and employee assistance programme.
- Regular social events and professional development support through continuous CPD.
Personal Tax Senior in London employer: Insite Group
Contact Detail:
Insite Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Personal Tax Senior role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your experience with personal tax compliance and advisory services. Talk about your familiarity with CCH software and how you've handled complex tax returns.
✨Tip Number 3
Prepare for interviews by brushing up on UK tax legislation and recent changes. Be ready to discuss capital gains tax, inheritance tax, and trusts. This will show you're not just qualified but genuinely interested in the role.
✨Tip Number 4
Don't forget to apply through our website! We love seeing candidates who are proactive. Plus, it gives you a chance to showcase your enthusiasm for joining our growing team in Central London.
We think you need these skills to ace Personal Tax Senior in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Personal Tax Senior role. Highlight your experience with personal tax clients and any relevant qualifications like ATT or CTA. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our private client team. Share specific examples of your work with high-net-worth individuals or complex tax returns to grab our attention.
Show Off Your Communication Skills: Since this role involves liaising with clients and HMRC, it's crucial to demonstrate your excellent written communication skills. Make sure your application is clear, concise, and free of jargon – we appreciate straightforwardness!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Insite Group
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of the full personal tax cycle and relevant UK legislation. Be ready to discuss capital gains tax, inheritance tax, and trusts, as these are key areas for the role.
✨Showcase Your Client Management Skills
Prepare examples of how you've managed client portfolios in the past. Highlight your experience with high-net-worth individuals and how you've built strong relationships, as this will be crucial for the position.
✨Familiarise Yourself with CCH Software
If you have experience using CCH Personal Tax or similar software, make sure to mention it. If not, take some time to learn the basics, as being IT literate is a big plus for this role.
✨Practice Your Communication Skills
Since excellent written and verbal communication skills are essential, practice explaining complex tax concepts in simple terms. This will help you demonstrate your ability to liaise effectively with clients and HMRC.
