At a Glance
- Tasks: Manage personal tax returns and build strong client relationships in a supportive team.
- Company: Dynamic Edinburgh-based professional services firm with a focus on client service.
- Benefits: Competitive salary, ongoing support, and a varied portfolio of clients.
- Other info: Diverse environment with opportunities for growth and development.
- Why this job: Take ownership of your work and make a real impact in personal tax compliance.
- Qualifications: Experience in personal tax compliance and excellent communication skills.
The predicted salary is between 30000 - 40000 £ per year.
- 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.
- 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.
i Multiply is committed to diversity and will promote diversity for all employees, workers and applicants. i Multiply 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. i Multiply would encourage you to apply for roles where there is room for development and growth.
Personal Tax Senior in Edinburgh employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior in Edinburgh
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Jobiqo, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Senior in Edinburgh
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Jobiqo's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Jobiqo. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Jobiqo!
How to prepare for a job interview at Jobiqo
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Jobiqo.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Jobiqo. It helps to show our commitment!
