At a Glance
- Tasks: Manage personal tax portfolios and provide expert tax advice to clients.
- Company: Join a respected UK accountancy practice with a supportive culture.
- Benefits: Enjoy a competitive salary, fully remote work, and career progression opportunities.
- Other info: Collaborative team environment with exposure to complex tax projects.
- Why this job: Make a real impact in tax advisory while working from anywhere.
- Qualifications: ATT or CTA qualified with at least 4 years of experience.
Location: Fully Remote (UK)
Salary: £40,000 - £50,000 per annum
Benefits: Fully Remote Working | Career Progression | Tax Advisory Exposure
Knightwell Recruitment is working in partnership with a growing and highly respected UK accountancy practice seeking an experienced Personal Tax Senior to join their established tax team. This is an excellent opportunity for an ATT and CTA qualified tax professional with experience managing personal tax portfolios, self-assessment tax returns, inheritance tax, capital gains tax, trusts and estates. The role offers a mixture of tax compliance and tax advisory work whilst providing long-term career progression within a supportive and forward-thinking practice.
Key Responsibilities
- Managing a portfolio of personal tax clients.
- Preparing and reviewing Self-Assessment Tax Returns.
- Advising clients on Personal Tax, Capital Gains Tax (CGT) and Inheritance Tax (IHT).
- Preparing and reviewing Trust and Estate Tax Returns.
- Advising on Trusts, Estates, Wills and Probate matters.
- Supporting clients with Estate Planning and Wealth Preservation strategies.
- Providing Personal Tax Planning advice to business owners, directors and high-net-worth individuals.
Requirements
- ATT or CTA Qualified
- Minimum 4 years' experience within a UK Accountancy Practice.
- Experience managing a portfolio of Personal Tax clients.
- Strong technical knowledge of:
- Personal Tax
- Self-Assessment Tax Returns
- Capital Gains Tax (CGT)
- Inheritance Tax (IHT)
- Estate Planning
- Tax Planning
- Excellent client relationship and communication skills.
Desirable Experience
- High-Net-Worth Individuals (HNWIs).
- Complex Tax Advisory Projects.
- Reviewing and mentoring junior staff.
- Owner-Managed Businesses (OMBs).
Benefits
- £40,000 - £50,000 per annum.
- Fully Remote Working.
- Ongoing Professional Development.
- Exposure to Complex Tax Advisory Work.
- Clear Career Progression.
- Supportive and Collaborative Team Environment.
Personal Tax Senior ATT or CTA Qualified - Fully Remote in London employer: Knightwell Recruitment
Join a dynamic and respected UK accountancy practice that champions a fully remote working environment, offering you the flexibility to thrive while managing personal tax portfolios. With a strong focus on career progression and exposure to complex tax advisory work, this supportive team fosters professional development and collaboration, making it an ideal place for ATT and CTA qualified professionals seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior ATT or CTA Qualified - Fully Remote in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend virtual events, join relevant online forums, and don’t be shy to reach out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Show Off Your Skills
When you get the chance for an interview, make sure to highlight your experience managing personal tax portfolios and your knowledge of self-assessment tax returns. We want to see how you can bring value to the team, so share specific examples of your past successes!
✨Tailor Your Approach
Before applying, do your homework on the company and the role. We recommend tailoring your pitch to show how your skills in capital gains tax and inheritance tax align with their needs. A personalised approach can really make you stand out from the crowd!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing the role! We’re always on the lookout for talented individuals like you, and applying directly can help us see your application faster. Let’s get you that job!
We think you need these skills to ace Personal Tax Senior ATT or CTA Qualified - Fully Remote in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Personal Tax Senior role. Highlight your ATT or CTA qualifications and relevant experience managing personal tax portfolios. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about personal tax and how your experience aligns with our needs. Keep it concise but engaging – we love a good story!
Showcase Your Technical Knowledge:In your application, don’t forget to showcase your strong technical knowledge of personal tax, self-assessment returns, and inheritance tax. We’re keen to see how you can bring your expertise to our team!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Knightwell Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax, self-assessment returns, and inheritance tax. Be ready to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and confidence in the field.
✨Showcase Your Client Skills
Since this role involves managing a portfolio of clients, be prepared to talk about your experience in building and maintaining client relationships. Share examples of how you've successfully advised clients on tax planning or estate strategies, highlighting your communication skills.
✨Prepare for Technical Questions
Expect some technical questions during the interview. Review key concepts related to capital gains tax and trusts, and think about how you would approach complex tax advisory projects. This will demonstrate your readiness for the challenges of the role.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, ongoing professional development opportunities, or the types of clients you’ll be working with. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
