At a Glance
- Tasks: Manage Personal Tax compliance and Trust accounts while advising clients on tax planning.
- Company: A thriving professional services firm in Newton Abbot with a focus on private clients and trusts.
- Benefits: Competitive salary, flexible working hours, and excellent career development opportunities.
- Other info: Dynamic work environment with a strong focus on client service and professional growth.
- Why this job: Join a growing team and enhance your skills in tax and trust management.
- Qualifications: Experience in personal tax and trust administration; qualifications like ATT/CTA/TEP are a plus.
The predicted salary is between 48600 - 59400 £ per year.
A highly successful and growing professional services firm has a requirement for a Personal Tax and Trust Senior to join their team based in Newton Abbot as a key addition providing Personal Tax compliance, Estate and Trust Tax return and year end trust accounts services, with increasing involvement in tax planning and advisory work as you progress and develop within this growing firm.
Client Details: A highly regarded and expanding professional services firm, based in Newton Abbot. The firm has a successful and growing private client and trust department undergoing significant growth, acting for wide ranging HNWIs and trusts. Trust clients are varied relating to investments, property portfolios and other wide range of trust client and the firm has a growing private client offering servicing a range of individuals, directors and other clients. The business is planning for the future growth of the department with a key addition. The firm provides excellent benefits and competitive salaries, flexitime and flexible working.
Description: Joining as Personal Tax and Trust Senior based in Newton Abbot, you will be responsible for preparing and administrating Personal, Trust and Estate Tax Returns and Trust year end accounts, delivering a quality compliance service, taking on a portfolio of Tax and Trust administration cases, preparing and submitting annual self-assessment tax returns and computations, preparing documents and performance figures for annual Trustees meetings. You will prepare IHT100 and IHT418, SA900 returns and there will be potential for involvement in advisory projects, assisting on the delivery of planning solutions and developing your technical tax skills. You will maintain direct contact with clients, HMRC maintaining an excellent client service. The firm and role provides a superb opportunity to further your career in tax and trusts.
Profile: For this Personal Tax and Trust Senior role the firm is looking to consider across a range of experience so you may any of: ATT / CTA or TEP qualified, qualified by experience only, or studying for any of these qualifications. You will have a career background developed within in an accountancy or legal firm, or specialist tax firm with at least several years experience focused across any mix of personal tax and trust administration and you will be looking to further your career within this field, within a growing, highly successful firm.
Job Offer: £35,000 - £46,000 + dependent on the background and experience of the right professional, plus benefits, negotiable.
Personal Tax and Trust Senior in Newton Abbot 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 and Trust Senior in Newton Abbot
✨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 and Trust Senior in Newton Abbot
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!
