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- Tasks: Manage a diverse portfolio of clients and handle personal tax compliance and advisory work.
- Company: Join a reputable firm of Chartered Accountants in Newcastle with 45 years of experience.
- Benefits: Enjoy 25 days annual leave, flexible hours, and extensive learning opportunities.
- Why this job: Gain valuable experience in personal tax while working in a supportive and dynamic environment.
- Qualifications: Experience managing a client portfolio and strong knowledge of Self-Assessment Tax Returns required.
- Other info: Part-time role available, with potential for full-time for the right candidate.
The predicted salary is between 30000 - 40000 £ per year.
An exciting opportunity has arisen for a Personal Tax Senior to join a firm of Chartered Accountants in Newcastle. Working with the Tax Manager, the role offers the opportunity to experience a wide range of personal tax matters including compliance, advisory and planning work.
As a Personal Tax Senior, you will be responsible for:
- Management of a portfolio of clients consisting of sole traders, landlords, directors and non-resident individuals.
- Preparation and submission of Self-Assessment Tax Returns and 60-day Capital Gains Tax returns where applicable.
- Communicating tax liabilities to clients and providing the necessary information to enable them to pay their liabilities in line with relevant deadlines.
- Identifying tax planning opportunities within your portfolio and communicating these to the company’s directors.
- Assisting the Tax Manager with ad-hoc advisory projects.
To qualify for this Personal Tax Senior role, ideally you should meet the following:
- Have experience of managing your own portfolio of clients as Personal Tax Senior.
- Have experience of all aspects of the Self-Assessment Tax Return process.
- Be ATT qualified or qualified by experience.
- Have strong technical personal tax knowledge and the ability to research and communicate technical information to both colleagues and clients.
- Have the ability to liaise with clients, resolving their queries in a timely manner.
What’s on offer?
- 25 days annual leave + bank holidays
- Flexible working hours
- Extensive learning and development opportunities
- Study support would be considered
- Salary from £30,000 to £40,000 FTE
The successful candidate must be able to commit to a part time role (22.5 hours per week) although a full-time position would be considered for the right candidate.
If you are interested in this Personal Tax Senior position or would like any further information, please contact Leah Mason at IPS Finance.
Personal Tax Senior employer: IPS Group
Contact Detail:
IPS Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior
✨Tip Number 1
Familiarise yourself with the latest tax regulations and compliance requirements in the UK. This will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the accounting and tax sectors, especially those who work in personal tax. Attend relevant events or join online forums to build connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Prepare to discuss specific examples from your past experience where you successfully managed a portfolio of clients or identified tax planning opportunities. This will help you stand out as a candidate who can add immediate value.
✨Tip Number 4
Research the firm’s culture and values to tailor your approach during any interviews. Understanding their ethos will allow you to align your responses and show how you would fit into their team.
We think you need these skills to ace Personal Tax Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing a portfolio of clients, particularly in personal tax. Include specific examples of your work with Self-Assessment Tax Returns and any relevant qualifications like ATT.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the Personal Tax Senior role. Mention your technical knowledge and ability to communicate complex tax information clearly, as well as your experience in identifying tax planning opportunities.
Showcase Relevant Experience: When detailing your previous roles, focus on your experience with compliance, advisory, and planning work in personal tax. Highlight any successful projects or initiatives you led that demonstrate your capability in this area.
Prepare for Potential Questions: Think about common interview questions related to personal tax, such as how you handle client queries or identify tax planning opportunities. Prepare concise and confident responses that showcase your expertise and problem-solving skills.
How to prepare for a job interview at IPS Group
✨Know Your Tax Regulations
Brush up on the latest personal tax regulations and compliance requirements. Being able to discuss recent changes or updates in tax laws will demonstrate your expertise and commitment to staying informed.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed a portfolio of clients in the past. Highlight your ability to communicate effectively and resolve queries, as this is crucial for the role.
✨Demonstrate Technical Knowledge
Be ready to discuss specific aspects of the Self-Assessment Tax Return process. You might be asked technical questions, so ensure you can explain complex concepts clearly and confidently.
✨Prepare for Scenario-Based Questions
Think about potential scenarios you might face in the role, such as identifying tax planning opportunities. Practising how you would approach these situations can help you stand out during the interview.
