At a Glance
- Tasks: Manage personal tax returns and coach junior staff while assisting clients with tax queries.
- Company: Join a Top15 Accountancy Firm with a supportive and dynamic team.
- Benefits: Enjoy a salary up to £55,000, flexible working, 25 days holiday, and healthcare.
- Other info: Great opportunity for career growth in a collaborative environment.
- Why this job: Make a real impact by helping clients navigate their personal tax challenges.
- Qualifications: ATT or CTA qualified, or ACA/ACCA with personal tax experience.
The predicted salary is between 40500 - 49500 £ per year.
McGinnis Loy Associates is proud to be working with a Top 15 Accountancy Firm who are looking for a Personal Tax Senior to join their growing Private Client tax team in Reading. Reporting to one of the Personal Tax Managers, the role would ideally suit an ATT or CTA Qualified tax professional, or someone with the ACA or ACCA Qualification. You will be coaching junior staff, preparing and reviewing personal tax returns, and you should be able to demonstrate some basic Personal Tax advisory expertise and knowledge.
Key duties include:
- Processing and submitting personal tax returns and reviewing non-complex tax returns within agreed service and quality standards
- Managing a varied portfolio of HNWI's, contractors, self-employed, business owners and non-residents (approx. 100/120 individuals)
- Assisting with tax queries from Expat's/Non-residents and dealing with global mobility issues from clients
- Assisting with HMRC tax investigations and dealing with valid tax claims (entrepreneurs relief, VCT/EIS relief)
- Working with the team to support wealthy families and business entrepreneurs to help reduce tax liabilities where possible
- Working through tax efficient structures in relation to trusts, and assisting Managers with wealth re-distribution for tax planning purposes
- Liaising directly with clients regarding Personal tax matters/queries on the phone and in person
- Assisting the Personal Tax Manager in overseeing a number of graduate-level tax staff
- Ensuring that the quality of personal tax work is done to agreed cost and timescales, and adhering to the Firm's quality standards
- Liaising with the Personal Tax Manager to ensure that work is completed within budget and within HMRC tax deadlines
To be considered for the role you should ideally be seeking a move to an Accounting Firm where wider responsibilities and a broader client base will be made available to you. Knowledge and experience of preparing and submitting personal tax computations, dealing with various personal tax issues and CCH Tax experience would be a distinct advantage, and being able to manage your own small personal tax portfolio is required. With excellent team working skills and relationship building skills, you should be able to help develop new and existing business, work well under pressure yet still deliver on time and budget.
On offer is a salary up to £55,000 (depending on experience and qualification) excellent benefits including flexible working, 25 days holiday, corporate pension scheme and healthcare.
To apply for the position or for more information, please contact McGinnis Loy Associates (Reading) Office by telephone or via email at admin@mcginnisloy.com.
Personal Tax Senior in Reading 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 Reading
✨Get in Touch with Local Businesses
In tax advisory consulting, local businesses often need help with their finances and tax strategies. Don’t be shy—walk into companies nearby, introduce yourself, and let them know about your freelance services. Sometimes, a face-to-face chat can land you more work than a hundred emails!
✨Join Professional Networks
Get yourself involved in professional bodies like the Chartered Institute of Taxation or local accountants’ associations. They often host events or web seminars where you can meet potential clients and fellow freelancers in the tax field. Networking in these spaces can lead to referrals and collaborations that count!
✨Build a Stellar Online Presence
Create a professional website or a LinkedIn profile showcasing your tax advisory expertise. Share valuable insights, articles, or tax tips that demonstrate your knowledge. This not only builds credibility but also makes you more visible to those looking for freelance consultants in tax!
✨Reach Out to Your Existing Network
Don’t forget about the people you already know! Let friends, family, and previous colleagues know you’re freelancing in tax advisory. You’d be surprised how often personal connections can lead to new clients. Just a quick message can do wonders!
We think you need these skills to ace Personal Tax Senior in Reading
Some tips for your application 🫡
Show Off Your Tax Knowledge:Since you’re diving into the tax advisory consulting world, make sure your CV reflects your solid understanding of tax laws and regulations. List relevant coursework or certifications—like ACA or ACCA—that showcase your expertise. Feel free to include any special projects that demonstrate your problem-solving skills in tax planning!
Build a Portfolio of Success Stories:As a freelancer, your portfolio is your calling card! Include case studies or examples of clients you’ve helped with tax strategies, showing before-and-after scenarios. This gives potential clients a taste of what you can do and how you add value. If you’ve got testimonials, even better!
Nail Your Rates and Availability:When applying to Jobiqo, be transparent about your rates and your availability for freelance projects. Potential clients appreciate knowing what they’re getting into, so include this info concisely in your cover letter—it’ll set you apart from other applicants who leave them guessing.
Keep It Succinct and Focused:Freelance roles often look for specific skills tailored to client needs. In your cover letter to Jobiqo, get to the point quickly and highlight how your unique skills align with their needs. Avoid fluff and stick to the essentials—this shows you respect their time and have a clear sense of purpose!
How to prepare for a job interview at Jobiqo
✨Show Off Your Consultancy Skills
As a freelance tax adviser, you’ll need to demonstrate your consultancy skills during the interview. Be ready to discuss how you can offer tailored tax solutions to clients, showcasing your understanding of tax laws and regulations. It’s all about proving you can advise based on their specific needs!
✨Get Your Portfolio on Point
Since this is a freelance gig, your portfolio is your golden ticket! Make sure you have case studies or examples of previous tax advisory work handy. Prepare to talk about strategies you’ve used in real scenarios, and don’t shy away from showcasing your successes.
✨Brush Up on Tax Legislation
Expect some technical questions about current tax legislation and how it impacts different industries. Familiarise yourself with the latest changes in tax laws and be prepared to discuss their implications with confidence. Keeping up-to-date not only shows you're knowledgeable but also that you are proactive in your field.
✨Pitch Your Service Value
Freelancing means you’ll be competing with others in the market, so you need to pitch your value effectively. Think about your rates, what unique expertise you bring to the table, and how you can solve a potential client's problems better than anyone else. Sell yourself as the go-to advisor for their tax needs!
