At a Glance
- Tasks: Manage personal tax clients and ensure accurate self-assessment tax returns.
- Company: Established firm with a modern, forward-thinking culture and dynamic leadership.
- Benefits: Competitive salary, hybrid working, professional development, and clear progression opportunities.
- Other info: Enjoy a flexible work environment with access to senior advisory support.
- Why this job: Join a supportive team where your contributions are valued and can lead to partnership.
- Qualifications: Experience in personal tax compliance and strong communication skills required.
The predicted salary is between 40000 - 70000 £ per year.
Location: Farnham
Working Arrangement: Hybrid (3 days office, 2 days home)
Salary: £40,000 - £70,000+ dependant on experience
As a Personal Tax Senior, you will play a pivotal role in the technical delivery and relationship management of the firm, focusing on high-level accuracy and client satisfaction. You will take full ownership of your own designated portfolio of personal tax clients, managing their compliance needs from end-to-end with clarity and energy. Your primary focus will be the meticulous oversight, preparation, and processing of self-assessment tax returns, ranging from simple submissions to more complex portfolios.
Additionally, you will serve as the primary point of contact for your clients, utilizing your strong technical grounding to work with a good level of autonomy and ensure tax returns are filed efficiently and accurately. This role is perfectly suited to an experienced tax professional with a solid foundation in practice who thrives on getting their hands dirty and delivering top-tier compliance work.
If you are looking for a forward-thinking culture where your individual contributions are truly recognized, whether you want a clear path to become the firm's Key Tax Partner or simply want to focus on executing high-quality tax delivery, look no further.
Job Responsibilities
- Manage a dedicated portfolio of personal tax clients from a wide range of diverse backgrounds.
- Prepare, process, and finalize personal tax returns and self-assessments efficiently and accurately.
- Review tax compliance workflows, ensuring all statutory deadlines are met with absolute precision.
- Take full accountability for the client compliance workflow, providing robust technical oversight.
- Conduct day-to-day client communication with confidence, managing relationships with a high level of autonomy.
- Utilize and leverage strong practice systems to optimize deliverables and maintain smooth workflow processing.
- Drive practice efficiencies by focusing on reliable, 'no-fuss' delivery of both simple and complex tax returns.
Job Requirements
- ATT, CTA, or qualified by experience status within UK practice is preferred.
- Proven track record of solid, reliable experience specifically within a professional practice environment.
- Strong technical expertise in personal tax compliance, self-assessment preparation, and rolling up your sleeves to execute work.
- Advanced proficiency in utilizing standard tax software and practice management tools.
- Excellent communication skills with the ability to build trusted, long-term relationships and confidently manage clients.
- A grounded, proactive approach to managing a portfolio independently without the need for constant supervision.
- Commitment to a 'can-do' attitude and a mindset that embraces a practical, delivery-focused workflow.
Salary & Benefits
- Competitive Salary: Package aligned at £40,000, dependent on experience and technical execution capability.
- Hybrid Working: A modern model offering hybrid flexibility with 3 days in-office and 2 days working from home (WFH).
- Financial Perks: Standard workplace pension scheme.
- Growth & Culture: Access to professional development support, with a clear path for future progression to Partner level if desired.
- Technical Support: Direct access to ongoing advisory support from the firm's senior tax consultant during the transitional year.
Personal Tax Senior in Farnham 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 Farnham
✨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 Farnham
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!
