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For Companies At a Glance
- Tasks: Lead client relationships and manage diverse tax portfolios, not just compliance.
- Company: Join an established advisory firm with a strong market reputation.
- Benefits: Enjoy a salary of £55,000 to £60,000 plus flexible working and training opportunities.
- Why this job: Make a strategic impact in a supportive environment focused on career growth.
- Qualifications: CTA qualification and experience in personal tax are essential.
- Other info: Ideal for those seeking a collaborative culture and business development opportunities.
The predicted salary is between 47000 - 63000 £ per year.
Job Description
Personal Tax Senior (CTA Qualified) – £55,000 to £60,000 – LondonEstablished firm | Strategic role | Client-focused
Are you a seasoned tax professional ready to step beyond compliance? Join an established advisory firm where Personal Tax Senior professionals drive client relationships and business growth, not just form-filling.
Why this Personal Tax Senior role?
- £55,000-£60,000 salary + benefits
- Manage diverse client portfolios including HNWIs and entrepreneurs
- Collaborative, supportive environment with strong career development
- Established firm with excellent market reputation
What you'll be doing
- Preparing and reviewing complex tax returns using CCH for allocated client portfolios
- Leading HMRC enquiries and correspondence on behalf of clients
- Managing WIP and billing processes while identifying business development opportunities
- Attending client meetings and assisting on consultancy projects with letter and report writing
- Conducting technical research in remittance basis, capital gains tax, inheritance tax and trusts
What we're looking for
- CTA qualification essential
- Demonstrable tax cycle season experience in personal tax environment
- Proficient in tax return preparation software and research platforms (Croner-i/LexisNexis)
- Excellent verbal and written communication skills with strong time management
- Experience meeting deadlines in a client-facing environment
Desirable:
- CCH Personal Tax knowledge
- Strong stakeholder management and problem-solving approach
- Evidence of continuous CPD
What's on offer
- £55-60k + benefits
- Flexible working arrangements
- Comprehensive training and progression opportunities
- Growth-focused culture where expertise is valued
If you want your next Personal Tax Senior role to be more strategic and impactful, this is your move.
Personal Tax Supervisor employer: Insite Public Practice Recruitment Limited
Contact Detail:
Insite Public Practice Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Supervisor
✨Tip Number 1
Network with professionals in the tax industry, especially those who are already working in personal tax roles. Attend industry events or webinars to connect with potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Familiarise yourself with the latest trends and changes in personal tax legislation. This will not only help you in interviews but also demonstrate your commitment to staying updated in a rapidly evolving field.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed client relationships and driven business growth in previous roles. Highlighting your strategic thinking will set you apart from other candidates.
✨Tip Number 4
Research the firm’s client base and their typical needs. Being able to speak knowledgeably about how you can add value to their high-net-worth clients will show that you're proactive and genuinely interested in the role.
We think you need these skills to ace Personal Tax Supervisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your CTA qualification and relevant experience in personal tax. Emphasise your skills in managing client portfolios, preparing complex tax returns, and leading HMRC enquiries.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention specific experiences that demonstrate your ability to drive client relationships and business growth, as well as your proficiency with tax return preparation software.
Highlight Relevant Skills: In your application, focus on your excellent verbal and written communication skills, time management abilities, and experience in a client-facing environment. Provide examples of how you've successfully met deadlines and managed stakeholder relationships.
Showcase Continuous Professional Development: Mention any recent training or CPD activities that relate to personal tax. This shows your commitment to staying updated in the field and enhances your profile as a candidate who values growth and expertise.
How to prepare for a job interview at Insite Public Practice Recruitment Limited
✨Showcase Your CTA Qualification
Make sure to highlight your CTA qualification during the interview. This is essential for the role, so be prepared to discuss how your training has equipped you with the skills needed to handle complex tax situations.
✨Demonstrate Client-Focused Experience
Since the role involves managing diverse client portfolios, share specific examples of your experience in client-facing roles. Discuss how you've built relationships and contributed to business growth in previous positions.
✨Prepare for Technical Questions
Expect questions related to personal tax issues such as capital gains tax and inheritance tax. Brush up on these topics and be ready to demonstrate your technical knowledge and problem-solving abilities.
✨Emphasise Communication Skills
Strong verbal and written communication skills are crucial for this role. Be prepared to discuss how you've effectively communicated complex tax information to clients and stakeholders in the past.
